KIM Boyd signed Atkins & Pearce 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Atkins & Pearce 401(k) Plan's EIN is 61-1252163.
Download the official 2024 Form 5500 (PDF) for Atkins & Pearce 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Atkins & Pearce 401(k) Plan's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRINKER CAPITAL INVESTMENTS LLC | 23-2829742 | — | ADVISOR | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| s * Fidelity Investments Spartan Total Market Index Fund | Mutual Funds | — | — | $2.4M | 29.4% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $1.0M | 12.9% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $647K | 8.0% | |
| DoubleLine Total Return Bond Fund R6 | Other securities | — | — | $537K | 6.6% | |
| Fidelity Investments Spartan International Index Fund | Common Collective Trusts | — | — | $483K | 6.0% | |
| T. Rowe Price International Stock Fund | Other securities | — | — | $366K | 4.5% | |
| Federated Hermes Institutional High Yield Bond Fund | Other securities | — | — | $339K | 4.2% | |
| Interest in Common Collective Trust * Fidelity Investments Managed Income Portfolio Fund | Common Collective Trusts | — | — | $300K | 3.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $300K | 3.7% | |
| Participant Loans (Notes Receivable from Participants) 4.75% - 9.00% - | Bonds / Notes | — | — | $288K | 3.5% | |
| JP Morgan Strategic Income Opports R5 | Other securities | — | — | $283K | 3.5% | |
| Vanguard Emerging Stock Index Fund | Common Collective Trusts | — | — | $282K | 3.5% | |
| Touchstone Small Cap Fund | Other securities | — | — | $243K | 3.0% | |
| Vanguard Dividend Appreciation Fund | Mutual Funds | — | — | $223K | 2.7% | |
| Driehaus Small Cap Growth Fund | Other securities | — | — | $179K | 2.2% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $116K | 1.4% | |
| William Blaire Large Cap Growth R6 | Other securities | — | — | $78K | 1.0% | |
| Money Market Fund * Fidelity Investments Treasury Money Market Fund | Mutual Funds | — | — | $66K | 0.8% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $25K | 0.3% | |
| Virtus Ceredex Mid-Cap Value Equity R6 Fund | Other securities | — | — | $17K | 0.2% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $6K | <0.1% | |
| JP Morgan High Yield R6 | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
