Jerry D. Smith signed Alexander Thompson Arnold PLLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alexander Thompson Arnold PLLC's EIN is 62-1110839.
Download the official 2024 Form 5500 (PDF) for Alexander Thompson Arnold PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Alexander Thompson Arnold PLLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| X Vanguard Interm-Term Treas Index ETF | Mutual Funds | — | — | $3.8M | 16.2% | |
| Schwab Total Stock Market Index Select | Common Collective Trusts | — | — | $2.5M | 10.5% | |
| Vanguard Short-Term Treasury Index Adm | Mutual Funds | — | — | $2.4M | 10.3% | |
| Vanguard Value Index ETF | Mutual Funds | — | — | $2.1M | 9.1% | |
| American Funds Target Date Ret 2020 R6 | Mutual Funds | — | — | $2.1M | 8.8% | |
| Vanguard Federal Money Market Inv | Mutual Funds | — | — | $1.6M | 6.8% | |
| Vanguard FTSE All-World ex-US Index Adm | Mutual Funds | — | — | $1.5M | 6.4% | |
| Vanguard FTSE Emerging Markets ETF | Mutual Funds | — | — | $1.3M | 5.5% | |
| American Funds Target Date Ret 2035 R6 | Mutual Funds | — | — | $1.0M | 4.4% | |
| Vanguard Small-Cap ETF | Mutual Funds | — | — | $894K | 3.8% | |
| X Vanguard Small-Cap Value Index ETF | Mutual Funds | — | — | $798K | 3.4% | |
| Vanguard FTSE All-World exUS S/C Index ETF | Mutual Funds | — | — | $750K | 3.2% | |
| American Funds Target Date Ret 2045 R6 | Mutual Funds | — | — | $382K | 1.6% | |
| Exchange-Traded Funds Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $380K | 1.6% | |
| American Funds Target Date Ret 2050 R6 | Mutual Funds | — | — | $289K | 1.2% | |
| American Funds Target Date Ret 2055 R6 | Mutual Funds | — | — | $276K | 1.2% | |
| American Funds Target Date Ret 2030 R6 | Mutual Funds | — | — | $236K | 1.0% | |
| Vanguard Total Stock Market Index Adm | Common Collective Trusts | — | — | $233K | 1.0% | |
| American Funds Target Date Ret 2040 R6 | Mutual Funds | — | — | $174K | 0.7% | |
| 10.50% with various maturity dates | Bonds / Notes | — | — | $167K | 0.7% | |
| American Funds Target Date Ret 2015 R6 | Mutual Funds | — | — | $143K | 0.6% | |
| American Funds Target Date Ret 2060 R6 | Mutual Funds | — | — | $121K | 0.5% | |
| American Funds Target Date Ret 2025 R6 | Mutual Funds | — | — | $108K | 0.5% | |
| Vanguard Total World Stock Index ETF | Mutual Funds | — | — | $36K | 0.2% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $36K | 0.2% | |
| Vanguard Short-Term Bond Index Adm ** 785 Vanguard Total Intl Bond Index Adm ** 552 American Funds Target Date Ret 2010 R6 | Mutual Funds | — | — | $35K | 0.1% | |
| Vanguard Utilities Index ETF | Mutual Funds | — | — | $27K | 0.1% | |
| Schwab U.S. Aggregate Bond Index | Mutual Funds | — | — | $21K | <0.1% | |
| Exchange-Traded Funds - continued Vanguard Interm-Term Bond Index ETF | Mutual Funds | — | — | $19K | <0.1% | |
| Vanguard High Yield Corp Adm | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Ultra-Short Bond ETF | U.S. Treasuries | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
