Anna McCullough signed SIMS BARK Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SIMS BARK Co., Inc.'s EIN is 63-0829378.
Download the official 2024 Form 5500 (PDF) for SIMS BARK Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SIMS BARK Co., Inc.'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 |
|---|---|---|---|---|---|
| WAVERLY ADVISORS, LLC | 63-1229657 | — | RIA | $53K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth Index Adm a | Mutual Funds | — | — | $1.9M | 24.1% | |
| Vanguard Value Index Adm a | Mutual Funds | — | — | $1.1M | 13.9% | |
| Vanguard Total Bond Market Index Adm a | Mutual Funds | — | — | $891K | 11.0% | |
| DFA International Core Equity Portfolio Ins a | Mutual Funds | — | — | $538K | 6.7% | |
| Vanguard Cash Reserves Federal Money Market Adm a | Mutual Funds | — | — | $490K | 6.1% | |
| Vanguard Dividend Appreciation Index Adm a | Mutual Funds | — | — | $375K | 4.7% | |
| Vanguard Intermediate-Term Investment-Grade Adm a | Mutual Funds | — | — | $373K | 4.6% | |
| Avantis U.S. Large Cap Value Fund Ins a | Other securities | — | — | $365K | 4.5% | |
| Vanguard Mid-Cap Value Index Adm a | Mutual Funds | — | — | $287K | 3.6% | |
| Avantis Emerging Markets Equity Fund Ins a | Other securities | — | — | $282K | 3.5% | |
| Avantis U.S. Small Cap Value Fund Ins a | Other securities | — | — | $279K | 3.5% | |
| DFA International Small Company Portfolio Ins a | Mutual Funds | — | — | $273K | 3.4% | |
| Notes Receivable from Participants Interest rates range from 4.25% to 10.50%, various maturities -0- | Bonds / Notes | — | — | $267K | 3.3% | |
| Vanguard Mid-Cap Growth Index Adm a | Mutual Funds | — | — | $209K | 2.6% | |
| Vanguard Small-Cap Growth Index Adm a | Mutual Funds | — | — | $205K | 2.5% | |
| Vanguard High-Yield Corporate Adm a | Mutual Funds | — | — | $137K | 1.7% | |
| INSIGHT STABLE VALUE FUND CLASS M BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 001 | Common Collective Trust | — | — | $18K | 0.2% | |
| Cohen & Steers Institutional Realty Shares a | Other securities | — | — | $7K | <0.1% | |
| DFA Inflation-Protected Securities Portfolio Ins a | Mutual Funds | — | — | $6K | <0.1% | |
| Mid Atlantic Trust Company Cash and cash equivalents a | Cash / Money Market | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
