Andrei Kuminoff signed Weintraub Tobin Chediak Coleman GRO's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weintraub Tobin Chediak Coleman GRO's EIN is 68-0231351.
Download the official 2024 Form 5500 (PDF) for Weintraub Tobin Chediak Coleman GRO from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weintraub Tobin Chediak Coleman GRO'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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVEST PORTFOLIO SOLUTIONS LLC | — | DENVER, CO | SERVICE PROVIDER | $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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $9.5M | 15.9% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $9.3M | 15.4% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $8.6M | 14.4% | |
| Fidelity Blue Chip Growth K6 Fund Mutual Fund - | Mutual Funds | — | — | $6.0M | 10.0% | |
| Fidelity 500 Index Fund Mutual Fund - | Common Collective Trusts | — | — | $5.8M | 9.8% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $4.2M | 7.0% | |
| (Held at End of Year) WEINTRAUB TOBIN 401(K) EIN#68-0231351 Plan# 001 TRwPr Stbl Val Com Trst Fd A Common Collective Trust | Common Collective Trusts | — | — | $4.1M | 6.9% | |
| T. ROWE PRICE STABLE VALUE COMMON T T.ROWE PRICE FUNDS · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.1M | 6.9% | |
| Dodge & Cox Income Fund X Mutual Fund - | Mutual Funds | — | — | $1.8M | 3.0% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $1.8M | 3.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund - | Common Collective Trusts | — | — | $1.7M | 2.8% | |
| Fidelity Tot Intl Idx Fund Registered Investment Company | Common Collective Trusts | — | — | $1.4M | 2.3% | |
| Fid US Bd Id Fd Registered Investment Company | Mutual Funds | — | — | $1.2M | 2.1% | |
| DFA U.S. Small Cap Val Port Inst Mutual Fund - | Mutual Funds | — | — | $886K | 1.5% | |
| Fidelity Small Cap Index Fund Mutual Fund - | Common Collective Trusts | — | — | $842K | 1.4% | |
| Dodge & Cox Stock Fund X Mutual Fund - | Mutual Funds | — | — | $748K | 1.2% | |
| Goldman Sachs GQG Partners Intl Opp R6 Mutual Fund - | Other securities | — | — | $651K | 1.1% | |
| Vangrd Explorer Fund Adm Registered Investment Company | Common Stocks | — | — | $605K | 1.0% | |
| LOAN FUND Participant Loans - Rates 5.25% to 10.50% | Bonds / Notes | — | — | $264K | 0.4% | |
| Voya Gv Mny Mkt F A (Hld Acct) Registered Investment Company | Common Stocks | — | — | $224K | 0.4% | |
| Vangrd Federal Mny Mkt Fd Inv Registered Investment Company | Common Stocks | — | — | $93K | 0.2% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $69K | 0.1% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $59K | <0.1% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $39K | <0.1% | |
| Vangrd LifeStrat Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $15K | <0.1% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN SCHWAB FUNDS · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $8K | <0.1% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $4K | <0.1% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $2K | <0.1% | |
| Vanguard LifeStrat Mod Growth Fd Inv Mutual Fund - | Mutual Funds | — | — | $2K | <0.1% | |
| Vangrd LifeStrat Md Grw Fd Inv Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| SCHWAB INDEXED RETIREMENT TRUST FUN CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $674 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INNOVEST PORTFOLIO SOLUTIONS LLC |
| 45-3164230 |
| — |
| SERVICE PROVIDER |
| $0 |
| — |
| ALLWORTH FINANCIAL, LP | 68-0372662 | — | SERVICE PROVIDER | $0 | — |
