David Donaldson signed BURG Simpson Eldredge Hersh & Jardine, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
BURG Simpson Eldredge Hersh & Jardine, P.C.'s EIN is 84-0832595.
Download the official 2024 Form 5500 (PDF) for BURG Simpson Eldredge Hersh & Jardine, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)BURG Simpson Eldredge Hersh & Jardine, P.C.'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Target Date 2035 R6 # | Mutual Funds | — | — | $2.8M | 13.1% | |
| Fidelity Total Bond K6 # | Mutual Funds | — | — | $2.2M | 10.5% | |
| American Funds Target Date 2040 R6 # | Mutual Funds | — | — | $1.8M | 8.5% | |
| American Funds Target Date 2020 R6 # | Mutual Funds | — | — | $1.7M | 8.1% | |
| Fidelity 500 Index # | Common Collective Trusts | — | — | $1.6M | 7.3% | |
| American Funds Target Date 2030 R6 # | Mutual Funds | — | — | $1.5M | 6.8% | |
| American Funds Target Date 2025 R6 # | Mutual Funds | — | — | $1.4M | 6.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 5.1% | |
| American Funds Target Date 2045 R6 # | Mutual Funds | — | — | $1.1M | 5.0% | |
| Hartford Schroders International Stock SDR # | Other securities | — | — | $850K | 4.0% | |
| American Funds Target Date 2050 R6 # | Mutual Funds | — | — | $731K | 3.4% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $640K | 3.0% | |
| PIMCO International Bond Fund (U.S. Dollar Hedged) # | Mutual Funds | — | — | $577K | 2.7% | |
| MFS International Diversification R6 # | Mutual Funds | — | — | $550K | 2.6% | |
| American Funds Target Date 2055 R6 # | Mutual Funds | — | — | $509K | 2.4% | |
| Putnam Large Cap Value R1 # | Mutual Funds | — | — | $442K | 2.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $442K | 2.1% | |
| Fidelity Small Cap Value # | Mutual Funds | — | — | $435K | 2.0% | |
| PIMCO Income Institutional # | Mutual Funds | — | — | $425K | 2.0% | |
| Fidelity Small Cap Index # | Mutual Funds | — | — | $350K | 1.6% | |
| J.P. Morgan Mid Cap Growth R6 # | Other securities | — | — | $256K | 1.2% | |
| American Funds Target Date 2060 R6 # | Mutual Funds | — | — | $158K | 0.7% | |
| Participant Loans Interest rates at 4.25%-9.50% 0 | Bonds / Notes | — | — | $127K | 0.6% | |
| American Funds Target Date 2015 R6 # | Mutual Funds | — | — | $97K | 0.5% | |
| MFS Mid Cap Value R6 # | Mutual Funds | — | — | $50K | 0.2% | |
| American Funds Target Date 2010 R6 # | Mutual Funds | — | — | $27K | 0.1% | |
| Fidelity Small Cap Growth K6 # | Mutual Funds | — | — | $14K | <0.1% | |
| American Funds Target Date 2065 R6 # | Mutual Funds | — | — | $9K | <0.1% | |
| Fidelity Government Money Market # 14 * Fidelity Government Money Market K6 # | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Mid Cap Index # | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
