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 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 |
|---|---|---|---|---|---|
| INGHAM & COMPANY | 65-0170152 | — | NONE | $111K | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NA | $11K | — |
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 Fund | Common Collective Trusts | — | — | $13.5M | 17.8% | |
| Fidelity Growth Company | Mutual Funds | — | — | $6.3M | 8.3% | |
| American Funds American Funds New Perspective Fund A | Mutual Funds | — | — | $5.8M | 7.7% | |
| American Funds American Funds American Balanced Fund A | Mutual Funds | — | — | $5.1M | 6.7% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $4.2M | 5.6% | |
| American Funds American Funds Europacific Growth Fund A | Mutual Funds | — | — | $4.2M | 5.5% | |
| Pimco Short Term Institutional Class | Mutual Funds | — | — | $4.1M | 5.4% | |
| Pimco Income Institutional Class | Mutual Funds | — | — | $3.8M | 5.0% | |
| American Funds American Funds Washington Mutual Investors | Mutual Funds | — | — | $3.5M | 4.6% | |
| Class A Prudential Total Return Bond Class Q | Other securities | — | — | $3.1M | 4.2% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $2.7M | 3.6% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $2.7M | 3.6% | |
| Admiral Shares * Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $2.4M | 3.1% | |
| Wells Fargo Wells Fargo Core Bond Class R6 | Other securities | — | — | $2.2M | 2.9% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $2.1M | 2.8% | |
| Cohen & Steers Cohen & Steers Global Infrastructure I | Other securities | — | — | $1.5M | 2.0% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $1.3M | 1.7% | |
| VanEck CM Commodity Index I | Other securities | — | — | $1.2M | 1.5% | |
| DFA Global Real Estate Securities Portfolio | Mutual Funds | — | — | $992K | 1.3% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $819K | 1.1% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $694K | 0.9% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | — | $691K | 0.9% | |
| STABLE VALUE FUND MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $425K | 0.6% | |
| Notes receivable from 4.25% to 9.50%, maturity dates through June $ -- | Bonds / Notes | — | — | $286K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $180K | 0.2% | |
| Charles Schwab & Co., Inc. Participant directed brokerage account | Self-Directed Brokerage | — | — | $124K | 0.2% | |
| Admiral Shares Vanguard High-Yield Corporate Fund Admiral | Mutual Funds | — | — | $32K | <0.1% | |
| Shares Pimco Emerging Markets Bond Institutional | Mutual Funds | — | — | $6K | <0.1% | |
| Fidelity Cash Reserves | Mutual Funds | — | — | $4K | <0.1% | |
| Class * Fidelity US Bond Index | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
