Alicia Willis signed Cantey Hanger LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cantey Hanger LLP's EIN is 75-0756050.
Download the official 2024 Form 5500 (PDF) for Cantey Hanger LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cantey Hanger LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DODGE & COX BALANCED I | Registered Investment Companies | — | — | $4.8M | 17.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.9M | 10.7% | |
| INVESCO GOVT MONEY MARKET Y | Registered Investment Companies | — | — | $2.0M | 7.5% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $1.9M | 7.1% | |
| MFS MID CAP VALUE R4 | Registered Investment Companies | — | — | $1.9M | 7.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.7M | 6.4% | |
| MACQUARIE LG CAP GROWTH R6 | Registered Investment Companies | — | — | $1.4M | 5.3% | |
| INVESCO CORE PLUS BOND A | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| MFS VALUE FUND - R4 | Registered Investment Companies | — | — | $999K | 3.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $936K | 3.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $898K | 3.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $799K | 3.0% | |
| GS SHORT DURATION GOV INST | Registered Investment Companies | — | — | $701K | 2.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $562K | 2.1% | |
| VICTORY INTL SMALL CAP R6 | Registered Investment Companies | — | — | $510K | 1.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $495K | 1.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $411K | 1.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $388K | 1.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $367K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $334K | 1.2% | |
| MASSMUTUAL SM CAP OPP I | Registered Investment Companies | — | — | $297K | 1.1% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $288K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $282K | 1.0% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $262K | 1.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $144K | 0.5% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $128K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $112K | 0.4% | |
| VIRTUS KAR SMALL-CAP GROWTH I | Registered Investment Companies | — | — | $31K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BROKER |
| $1 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WHITLEY PENN, LLP | 75-2393478 | — | ACCOUNTANT | $22K | — |
