Steven Bassinger signed McKool Smith, a Professional Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McKool Smith, a Professional Corporation's EIN is 75-2388013.
Download the official 2023 Form 5500 (PDF) for McKool Smith, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)McKool Smith, a Professional Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $23.3M | 21.9% | |
| American Century Investments | Other securities | — | — | $11.3M | 10.6% | |
| Schwab | Mutual Funds | — | — | $10.9M | 10.2% | |
| American Century Investments | Other securities | — | — | $9.3M | 8.7% | |
| American Century Investments | Other securities | — | — | $7.3M | 6.9% | |
| Schwab | Mutual Funds | — | — | $6.3M | 5.9% | |
| MFS | Mutual Funds | — | — | $6.0M | 5.6% | |
| Vanguard | Mutual Funds | — | — | $4.9M | 4.6% | |
| American Century Investments | Other securities | — | — | $4.8M | 4.5% | |
| Fidelity Investments | Mutual Funds | — | — | $4.7M | 4.4% | |
| Vanguard | Mutual Funds | — | — | $3.8M | 3.6% | |
| Fidelity Investments | Mutual Funds | — | — | $3.5M | 3.3% | |
| Vanguard | Mutual Funds | — | — | $2.4M | 2.2% | |
| Vanguard | Mutual Funds | — | — | $1.9M | 1.8% | |
| Vanguard | Mutual Funds | — | — | $1.2M | 1.1% | |
| Fidelity Investments | Mutual Funds | — | — | $1.2M | 1.1% | |
| Victory Capital | Other securities | — | — | $739K | 0.7% | |
| Participant Loans | Participant loans | — | — | $658K | 0.6% | |
| Federated | Other securities | — | — | $633K | 0.6% | |
| PIMCO | Mutual Funds | — | — | $470K | 0.4% | |
| American Century Investments | Other securities | — | — | $386K | 0.4% | |
| American Century Investments | Other securities | — | — | $354K | 0.3% | |
| Fidelity Investments | Mutual Funds | — | — | $341K | 0.3% | |
| Dodge & Cox | Mutual Funds | — | — | $122K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
