Quency D. Perkins signed Williams Hart & Boundas, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Williams Hart & Boundas, LLP's EIN is 76-0397414.
Download the official 2024 Form 5500 (PDF) for Williams Hart & Boundas, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Williams Hart & Boundas, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS | — | EL SEGUNDO, CA | RETAINED BY PLAN SPONSO | $38K | — |
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 | — | — | $15.8M | 99.1% | |
| JOHN HANCOCK STABLE VAL FD R6 GLOBAL TRUST COMPANY JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $766K | 4.8% |
