Laura Snyder signed David Sutherland, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
David Sutherland, LLC's EIN is 75-1562936.
Download the official 2024 Form 5500 (PDF) for David Sutherland, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)David Sutherland, LLC's plan includes 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS | 33-0804608 | — | ADVISOR | $51K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Blkrk Lp Idx 2045 K Mutual Fund | Common Collective Trusts | — | — | $2.2M | 11.9% | |
| Is R1000 Lgcp Idx K Mutual Fund | Common Collective Trusts | — | — | $2.1M | 11.6% | |
| Vang Lifest Growth Mutual Fund | Other securities | — | — | $2.1M | 11.5% | |
| Blkrk Lp Idx 2040 K Mutual Fund | Common Collective Trusts | — | — | $2.0M | 11.0% | |
| Blkrk Lp Idx 2055 K Mutual Fund | Common Collective Trusts | — | — | $1.8M | 10.0% | |
| Blkrk Lp Idx 2050 K Mutual Fund | Common Collective Trusts | — | — | $1.8M | 10.0% | |
| Blkrk Lp Idx 2035 K Mutual Fund | Common Collective Trusts | — | — | $1.5M | 8.2% | |
| Blkrk Lp Idx 2030 K Mutual Fund | Common Collective Trusts | — | — | $1.5M | 7.9% | |
| Blkrk Lp Idx 2060 K Mutual Fund | Common Collective Trusts | — | — | $1.4M | 7.4% | |
| Blkrk Lp Idx Rtmt K Mutual Fund | Common Collective Trusts | — | — | $523K | 2.8% | |
| Is R2000 Sm-Cap K Mutual Fund | Other securities | — | — | $474K | 2.6% | |
| Is R Mid-Cap Idx K Mutual Fund | Common Collective Trusts | — | — | $222K | 1.2% | |
| Vang Lifest Mod Grth Mutual Fund | Other securities | — | — | $161K | 0.9% | |
| Notes receivable from participants Bearing interest at 5.25%-10.5% - | Bonds / Notes | — | — | $153K | 0.8% | |
| Fid Govt Mmkt Mutual Fund | Mutual Funds | — | — | $144K | 0.8% | |
| Vang Lifest Con Grth Mutual Fund | Other securities | — | — | $84K | 0.5% | |
| Is Us Agg Bd Idx K Mutual Fund | Common Collective Trusts | — | — | $75K | 0.4% | |
| Is Msci Eafe Intl K Mutual Fund | Other securities | — | — | $35K | 0.2% | |
| Is Msci Tot Intl K Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| Vang Lifest Income Mutual Fund | Other securities | — | — | $27K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRICEKUBECKA, PLLC | 75-2783674 | — | ACCOUNTANT/AUDITOR | $10K | — |
