Tommy E. Turpin signed Starnes Davis Florie LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Starnes Davis Florie LLP's EIN is 63-0685284.
Download the official 2024 Form 5500 (PDF) for Starnes Davis Florie LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Starnes Davis Florie LLP'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $37.6M | 57.8% | |
| John Hancock | Other securities | — | — | $7.2M | 11.0% | |
| SEI Trust Company | Common Stocks | — | — | $3.4M | 5.2% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.2% | |
| Vanguard | Mutual Funds | — | — | $3.3M | 5.1% | |
| Dodge & Cox | Mutual Funds | — | — | $2.1M | 3.3% | |
| T. Rowe Price | Other securities | — | — | $2.1M | 3.3% | |
| JPMorgan | Other securities | — | — | $1.9M | 3.0% | |
| American Funds | Mutual Funds | — | — | $1.5M | 2.3% | |
| Putnam | Mutual Funds | — | — | $1.4M | 2.2% | |
| Vanguard | Mutual Funds | — | — | $827K | 1.3% | |
| Vanguard | Mutual Funds | — | — | $825K | 1.3% | |
| Victory Capital | Other securities | — | — | $780K | 1.2% | |
| T. Rowe Price | Other securities | — | — | $778K | 1.2% | |
| JPMorgan | Other securities | — | — | $589K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $267K | 0.4% | |
| Participants | Other securities | — | — | $188K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WAVERLY ADVISORS LLC |
| 63-1229657 |
| — |
| NONE |
| $32K |
| — |
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $26K | — |
| EVERSOURCE WEALTH ADVISORS LLC | 81-5028704 | — | NONE | $24K | — |
| BHK INVESTMENT ADVISORS LLC | 20-2460078 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELD FINANCIAL INC | 63-1149380 | — | NONE | $48K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $27K | — |
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $26K | — |
| EQUITY INVESTMENT CORPORATION | 81-3721999 | — | NONE | $25K | — |
| DANA INVESTMENT ADV INC | 39-1512278 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
