Parkhill, Smith & Cooper's EIN is 75-1156936.
Download the official 2023 Form 5500 (PDF) for Parkhill, Smith & Cooper from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Parkhill, Smith & Cooper'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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | 82-1364595 | — | NONE | $49K | — |
| MERCER ADVISORS | — | DENVER, CO |
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 | |||||
|---|---|---|---|---|---|---|
| MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900 | Pooled Separate Account | — | — | $64.0M | 98.5% | |
| Vanguard Institutional Target Retirement 2030 Fund Institutional Class [1] | Mutual Funds | — | — | $8.9M | 13.7% | |
| Fidelity 500 Index Fund [1] | Common Collective Trusts | — | — | $8.1M | 12.5% | |
| Vanguard Institutional Target Retirement 2025 Fund Institutional Class [1] | Mutual Funds | — | — | $7.5M | 11.5% | |
| Vanguard Institutional Target Retirement 2035 Fund Institutional Class [1] | Mutual Funds | — | — | $6.3M | 9.7% | |
| Vanguard Institutional Target Retirement 2045 Fund Institutional Class [1] | Mutual Funds | — | — | $5.1M | 7.8% | |
| Vanguard Institutional Target Retirement 2040 Fund Institutional Class [1] | Mutual Funds | — | — | $4.4M | 6.8% | |
| PGIM Total Return Bond Fund Class Z [1] | Other securities | — | — | $3.5M | 5.3% | |
| DFA Large-Cap International I Fund [1] | Mutual Funds | — | — | $3.3M | 5.1% | |
| Vanguard Institutional Target Retirement 2050 Fund Institutional Class [1] | Mutual Funds | — | — | $2.9M | 4.5% | |
| Vanguard Institutional Target Retirement 2055 Fund Institutional Class [1] | Mutual Funds | — | — | $2.1M | 3.3% | |
| Fidelity Large-Cap Growth Index Fund [1] | Common Collective Trusts | — | — | $2.0M | 3.1% | |
| Vanguard Institutional Target Retirement 2060 Fund Institutional Class [1] | Mutual Funds | — | — | $2.0M | 3.0% | |
| Vanguard Institutional Target Retirement 2020 Fund Institutional Class [1] | Mutual Funds | — | — | $1.7M | 2.6% | |
| JPMorgan Mid-Cap Growth I Fund [1] | Other securities | — | — | $1.3M | 1.9% | |
| Vanguard Target Retirement Income Fund [1] | Mutual Funds | — | — | $1.2M | 1.9% | |
| Vanguard Small-Cap Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $1.2M | 1.9% | |
| Minnesota Life Guaranteed Return Account [1] | Other securities | — | — | $1.0M | 1.5% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $650K | 1.0% | |
| Vanguard Equity-Income Fund Admiral Shares [1] | Mutual Funds | — | — | $527K | 0.8% | |
| American Century Small-Cap Growth R6 Fund [1] | Other securities | — | — | $458K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $365K | 0.6% | |
| Vanguard Short-Term Investment Grade Fund Admiral Shares [1] | Mutual Funds | — | — | $173K | 0.3% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $125K | 0.2% | |
| Fiduciary Investment TR Modcon CITD Fund [1] | Other securities | — | — | $82K | 0.1% | |
| Vanguard Total International Bond Index Fund Admiral Shares [1] | Common Collective Trusts | — | — | $25K | <0.1% | |
| BlackRock Strategic Global Bond Fund [1] | Other securities | — | — | $22K | <0.1% | |
| GMS GQG Partners International Opps R6 Fund [1] | Other securities | — | — | $11K | <0.1% | |
| JPMorgan Large-Cap Growth Strategy Fund [1] | Other securities | — | — | $5K | <0.1% | |
| Vanguard Institutional Target Retirement 2065 Fund Institutional Class [1] | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $7K |
| — |
