Alden HAUN signed Campbell, Cunningham, & Taylor P.C.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Campbell, Cunningham, & Taylor P.C.'s EIN is 62-0849027.
Download the official 2023 Form 5500 (PDF) for Campbell, Cunningham, & Taylor P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Campbell, Cunningham, & Taylor P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | DALLAS, TX | OTHER | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.5M | 12.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.3M | 11.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.1M | 8.9% | |
| Self-directed brokerage accounts, at fair value Various mutual funds, exchange-traded funds, common stocks, and American depositary receipts | Self-Directed Brokerage | — | — | $914K | 7.7% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $811K | 6.8% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $693K | 5.9% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $655K | 5.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $628K | 5.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $618K | 5.2% | |
| Delaware Ivy Mid Cap Growth Fund | Other securities | — | — | $434K | 3.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $421K | 3.6% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $266K | 2.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $225K | 1.9% | |
| John Hancock International Growth Fund | Other securities | — | — | $217K | 1.8% | |
| DFA US Targeted Value Fund | Mutual Funds | — | — | $216K | 1.8% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $213K | 1.8% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $212K | 1.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $211K | 1.8% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $194K | 1.6% | |
| Lord Abbett High Yield Fund 17 MFS Mid Cap Value Fund | Mutual Funds | — | — | $185K | 1.6% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $165K | 1.4% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $156K | 1.3% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $142K | 1.2% | |
| JP Morgan US Equity Fund | Other securities | — | — | $108K | 0.9% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $103K | 0.9% | |
| DFA World ex U.S. Government Fixed Income Fund | Mutual Funds | — | — | $56K | 0.5% | |
| Notes receivable from participants Interest rates ranging from 4.25% to 9.5%, maturing through 2028 | Bonds / Notes | — | — | $42K | 0.4% | |
| DFA Large Cap International Fund | Mutual Funds | — | — | $39K | 0.3% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $23K | 0.2% | |
| Federated Hermes MDT Small Cap Growth Fund | Other securities | — | — | $12K | <0.1% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Blackrock Inflation Protected Bond Fund 71 Blackrock Liquidity Fed Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST HORIZON ADVISORS INC | — | MEMPHIS, TN | INVESTMENT ADVISOR | $19K | — |
