LISA Arrington signed BURR & Forman LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BURR & Forman LLP's EIN is 63-0322727.
Download the official 2024 Form 5500 (PDF) for BURR & Forman LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BURR & Forman LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MODERATE MANAGED ACCT PORTFOLIO WILMINGTON TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $2.3M | 40.4% | |
| Empower Trust Company Moderate (MAP) Freedom 401K Class | Common Stocks | — | — | $2.3M | 40.4% | |
| Empower Trust Company Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $1.0M | 17.5% | |
| AGGRESSIVE (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $479K | 8.3% | |
| Empower Trust Company Growth (MAP) Freedom 401K Class | Common Stocks | — | — | $417K | 7.3% | |
| GROWTH MANAGED ACCT PORTFOLIO WILMINGTON TRUST · EIN 46-3773972 / PN 000 | Common Collective Trust | — | — | $417K | 7.3% | |
| HARBOR CAPITAL APPRECIATION R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $302K | 5.3% | |
| Empower Trust Company Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $147K | 2.6% | |
| Empower Trust Company Vanguard Extended Market Idx Adm | Common Collective Trusts | — | — | $109K | 1.9% | |
| EAGLE MID CAP GROWTH CIT CLASS 1 ALTA TRUST · EIN 83-0524193 / PN 000 | Common Collective Trust | — | — | $102K | 1.8% | |
| Empower Trust Company Loomis Sayles Small Cap Growth N | Common Stocks | — | — | $88K | 1.5% | |
| Empower Trust Company Conservative (MAP) Freedom 401K Class | Common Stocks | — | — | $81K | 1.4% | |
| CONSERVATIVE MANAGED ACCT PORTFOLIO WILMINGTON TRUST · EIN 46-3787800 / PN 000 | Common Collective Trust | — | — | $81K | 1.4% | |
| Empower Trust Company Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $72K | 1.3% | |
| Empower Trust Company Key Guaranteed Portfolio Fund | Common Stocks | — | — | $69K | 1.2% | |
| Empower Trust Company Macquire Small Cap Value R6 | Common Stocks | — | — | $56K | 1.0% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $46K | 0.8% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $46K | 0.8% | |
| Empower Trust Company MFS Intnl Growth Equity (IS Platform) | Mutual Funds | — | — | $37K | 0.7% | |
| Empower Trust Company Core Plus Bond/Pgim Fund | Common Stocks | — | — | $34K | 0.6% | |
| Empower Trust Company Capital Group Europacific Growth SA | Common Stocks | — | — | $13K | 0.2% | |
| INCOME (MAP) FREEDOM 401K CLASS GREAT GRAY · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
