Daniel Rodriguez signed CARR, Riggs & Ingram, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CARR, Riggs & Ingram, LLC's EIN is 72-1396621.
Download the official 2023 Form 5500 (PDF) for CARR, Riggs & Ingram, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)CARR, Riggs & Ingram, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $152K | — |
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 FD Mutual Funds | Mutual Funds | — | — | $44.5M | 13.6% | |
| JPMorgan Investor Growth R6 Mutual Funds | Other securities | — | — | $29.5M | 9.0% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $26.4M | 8.1% | |
| American Balanced Fund R6 Mutual Funds | Other securities | — | — | $24.3M | 7.4% | |
| LARGE CAP GROWTH III CLASS R1 FLEXPATH · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $16.8M | 5.1% | |
| Amer Target 2025 Fund R6 Mutual Funds | Other securities | — | — | $15.9M | 4.9% | |
| Amer Target 2040 Fund R6 Mutual Funds | Other securities | — | — | $14.5M | 4.4% | |
| Amer Target 2045 Fund R6 Mutual Funds | Other securities | — | — | $13.9M | 4.2% | |
| Amer Target 2030 Fund R6 Mutual Funds | Other securities | — | — | $13.8M | 4.2% | |
| Amer Target 2055 Fund R6 Mutual Funds | Other securities | — | — | $12.9M | 3.9% | |
| Amer Target 2035 Fund R6 Mutual Funds | Other securities | — | — | $11.7M | 3.6% | |
| Amer Target 2050 Fund R6 Mutual Funds | Other securities | — | — | $9.1M | 2.8% | |
| BlackRock Technology Opps Inst Mutual Funds | Other securities | — | — | $7.5M | 2.3% | |
| Vanguard Mid Cap Index Adm Mutual Funds | Mutual Funds | — | — | $6.8M | 2.1% | |
| Amer Target 2020 Fund R6 Mutual Funds | Other securities | — | — | $6.2M | 1.9% | |
| Baird Aggregate Bond Fd Inst Mutual Funds | Other securities | — | — | $6.1M | 1.8% | |
| Vanguard Sm Cap Index Fd Adm Mutual Funds | Mutual Funds | — | — | $6.0M | 1.8% | |
| American New Perspective R6 Mutual Funds | Other securities | — | — | $5.1M | 1.6% | |
| Vanguard Sm Cap Value Index Adm Mutual Funds | Mutual Funds | — | — | $4.8M | 1.5% | |
| Vanguard Tax-Managed Bal Admir Mutual Funds | Mutual Funds | — | — | $4.2M | 1.3% | |
| Vanguard Mid-Cap Val Index Admin Mutual Funds | Mutual Funds | — | — | $4.0M | 1.2% | |
| American New World Fund R6 Mutual Funds | Other securities | — | — | $3.7M | 1.1% | |
| JP Morgan Mid Cap Growth R6 Mutual Funds | Other securities | — | — | $3.3M | 1.0% | |
| BlackRock High Yld Bd Prt K Mutual Funds | Other securities | — | — | $3.0M | 0.9% | |
| Janus Henderson Global Lf Sci Mutual Funds | Mutual Funds | — | — | $3.0M | 0.9% | |
| Fidelity Adv Intl Growth Z Mutual Funds | Mutual Funds | — | — | $3.0M | 0.9% | |
| Goldman Sachs Intl Eq ESG R6 Mutual Funds | Other securities | — | — | $2.9M | 0.9% | |
| Amer Target 2010 Fund R6 Mutual Funds | Other securities | — | — | $2.7M | 0.8% | |
| Janus Henderson Venture N Mutual Funds | Mutual Funds | — | — | $2.6M | 0.8% | |
| (Continued) Vanguard Energy Index Fd Adm Mutual Funds | Mutual Funds | — | — | $2.2M | 0.7% | |
| Vanguard Financials Idx Adm Sh Mutual Funds | Common Collective Trusts | — | — | $2.1M | 0.6% | |
| Vanguard Real Estate Index Adm Mutual Funds | Mutual Funds | — | — | $2.1M | 0.6% | |
| BW Global Corp Credit Fund IS Mutual Funds | Common Stocks | — | — | $1.9M | 0.6% | |
| American Funds Inf Linked R6 Mutual Funds | Mutual Funds | — | — | $1.9M | 0.6% | |
| Franklin Utilities Fund R6 Mutual Funds | Mutual Funds | — | — | $1.9M | 0.6% | |
| PGIM Global Tot Ret R6 Mutual Funds | Other securities | — | — | $1.9M | 0.6% | |
| Neuberger Berman LC Val Instl Mutual Funds | Other securities | — | — | $1.8M | 0.6% | |
| The Hartford Bal Inc Fd R6 Mutual Funds | Common Stocks | — | — | $1.2M | 0.4% | |
| Federated Intl SmMid Co Inst Mutual Funds | Common Stocks | — | — | $1.0M | 0.3% | |
| BlackRock Natural Resources I Mutual Funds | Other securities | — | — | $815K | 0.2% | |
| Amer Target 2015 Fund R6 Mutual Funds | Other securities | — | — | $739K | 0.2% | |
| Participant Loans Interest 3% to 5%, Maturing through March 2029 -0- | Bonds / Notes | — | — | $44K | <0.1% | |
| MID CAP GROWTH R1 FLEXPATH · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
