Peter J. Cesaro signed Graves, Dougherty, Hearon & Moody a Professional Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Graves, Dougherty, Hearon & Moody a Professional Corporation's EIN is 74-2587674.
Download the official 2024 Form 5500 (PDF) for Graves, Dougherty, Hearon & Moody a Professional Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Graves, Dougherty, Hearon & Moody a Professional Corporation'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $13K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE, LLP | 35-0921680 |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $55.2M | 99.0% | |
| MCM STABLE VALUE FUND UNION BOND & TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $180K | 0.3% |
| — |
| NONE |
| $7K |
| — |
| RETIREMENT PLAN FIDUCIARIES, LLC | 90-0815510 | — | NONE | $5K | — |
