MIA Rottman signed Steven Douglas Associates LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Steven Douglas Associates LLC's EIN is 82-3141626.
Download the official 2024 Form 5500 (PDF) for Steven Douglas Associates LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Steven Douglas Associates LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $40K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $8.9M | 38.8% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $4.3M | 18.5% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $1.0M | 4.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $1.0M | 4.4% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $848K | 3.7% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $771K | 3.4% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $666K | 2.9% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $646K | 2.8% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $602K | 2.6% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $574K | 2.5% | |
| JPM SMARTRETIREMENT 2045 R6 | Registered Investment Companies | — | — | $480K | 2.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $408K | 1.8% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $343K | 1.5% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $251K | 1.1% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $204K | 0.9% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $194K | 0.8% | |
| TOUCHSTONE MID CAP GROWTH I | Registered Investment Companies | — | — | $186K | 0.8% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $183K | 0.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $181K | 0.8% | |
| AMER CENT MID CAP VAL - INV | Registered Investment Companies | — | — | $170K | 0.7% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $144K | 0.6% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $132K | 0.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $116K | 0.5% | |
| AMC EMERGING MKTS - R6 | Registered Investment Companies | — | — | $115K | 0.5% | |
| GUGGENHEIM TOTAL RETURN BD INS | Registered Investment Companies | — | — | $111K | 0.5% | |
| CLEARBRIDGE SMALL CAP GR IS | Registered Investment Companies | — | — | $75K | 0.3% | |
| AB HIGH INCOME Z | Registered Investment Companies | — | — | $54K | 0.2% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $25K | 0.1% | |
| AB TOTAL RETURN BOND ADVISOR | Registered Investment Companies | — | — | $22K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $61K |
| — |
