Nicholas Christin signed Wicker, Smith, Ohara, McCoy & Ford, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wicker, Smith, Ohara, McCoy & Ford, P.A.'s EIN is 65-0089075.
Download the official 2024 Form 5500 (PDF) for Wicker, Smith, Ohara, McCoy & Ford, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wicker, Smith, Ohara, McCoy & Ford, P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INGHAM & COMPANY | 65-0171052 | — | NONE | $26K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NONE | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $4.6M | 18.0% | |
| American Funds American Funds American Balanced A | Mutual Funds | — | — | $4.4M | 17.0% | |
| Self-directed Brokerage Accounts * Charles Schwab Participant Directed Brokerage Account | Self-Directed Brokerage | — | — | $3.2M | 12.4% | |
| American Funds American Funds New Perspective A | Mutual Funds | — | — | $1.8M | 6.8% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $1.3M | 5.1% | |
| Fidelity Growth Company | Mutual Funds | — | — | $1.3M | 4.9% | |
| Pimco Short Term Institutional Class | Mutual Funds | — | — | $1.2M | 4.7% | |
| Pimco Income Institutional Class | Mutual Funds | — | — | $894K | 3.5% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $814K | 3.2% | |
| Admiral Shares American Funds American Funds Washington Mutual Investors | Mutual Funds | — | — | $786K | 3.1% | |
| Class A * Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $774K | 3.0% | |
| Fidelity International Index | Mutual Funds | — | — | $670K | 2.6% | |
| American Funds American Funds Europacific Growth A | Mutual Funds | — | — | $653K | 2.5% | |
| Prudential Total Return Bond Class R6 | Other securities | — | — | $504K | 2.0% | |
| Cohen & Steers Cohen & Steers Global Infrastructure I | Other securities | — | — | $499K | 1.9% | |
| Wells Fargo Wells Fargo Advantage Core Bond Class R6 | Other securities | — | — | $479K | 1.9% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $378K | 1.5% | |
| VanEck CM Commodity Index I | Other securities | — | — | $355K | 1.4% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $227K | 0.9% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $224K | 0.9% | |
| Notes receivable from Interest rates of 4.25% to 9.50%, maturity dates $ -- | Bonds / Notes | — | — | $204K | 0.8% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $95K | 0.4% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $69K | 0.3% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $65K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $39K | 0.2% | |
| Fidelity Cash Reserves | Mutual Funds | — | — | $15K | <0.1% | |
| Admiral Shares Vanguard High-Yield Corporate Fund Admiral | Mutual Funds | — | — | $12K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $9K | <0.1% | |
| STABLE VALUE FUND MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $209 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
