Melissa Crockett signed Blackburn, Childers & Steagall, PLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Blackburn, Childers & Steagall, PLC's EIN is 62-0647474.
Download the official 2024 Form 5500 (PDF) for Blackburn, Childers & Steagall, PLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Blackburn, Childers & Steagall, PLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a self-directed brokerage window.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BCS WEALTH MANAGEMENT LLC | 62-1731672 | — | ADVISOR,INVESTMENT ADV | $45K | — |
| PURSHE KAPLAN STERLING INV |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $16.9M | 87.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.5M | 7.6% | |
| [Assets held in common stock] | Other | — | — | $774K | 4.0% | |
| [Assets held in common collective trust] | Other | — | — | $152K | 0.8% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $152K | 0.8% |
| 13-3749682 |
| — |
| ADVISOR |
| $17K |
| — |
