Martin Sheffield signed Maynard Nexsen, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maynard Nexsen, PC's EIN is 63-0864426.
Download the official 2024 Form 5500 (PDF) for Maynard Nexsen, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maynard Nexsen, PC'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 | 84-0467907 | — | NONE | $365K | — |
| PRINCIPAL FINANCIAL GROUP | — | DES MOINES, IA | NONE | $9K | — |
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.
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 |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $59K | — |
| WAVERLY ADVISORS LLC | 63-1229657 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $119K | — |
| RFG ADVISORY LLC | 45-2787436 | — | NONE | $65K | — |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | NONE | $65K | — |
| CHEVY CHASE TRUST COMPANY | 52-2037618 | — | NONE | $44K | — |
| THE WELCH GROUP LLC | 63-1231262 | — | NONE | $25K | — |
| DMC WEALTH MANAGEMENT LLC | 83-2511470 | — | NONE | $24K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $22K | — |
| WARREN AVERETT, LLC | — | BIRMINGHAM, AL | NONE | $22K | — |
| MAYFAIR ADVISORY GROUP LLC | 84-2953346 | — | NONE | $13K | — |
| HAYEK KALLEN INVESTMENT MANAGMENT | 63-1215730 | — | NONE | $12K | — |
| CHARLES SCHWAB & COMPANY, INC. | 94-1737782 | — | NONE | $7K | — |
