Karen Byrns signed Cellino Law, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cellino Law, LLP's EIN is 84-4131021.
Download the official 2024 Form 5500 (PDF) for Cellino Law, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cellino Law, LLP'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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INS CO OF NY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 Inv 1VTIVX | Mutual Funds | — | — | $1.8M | 22.0% | |
| Vanguard Target Retirement 2030 Inv 1VTHRX | Mutual Funds | — | — | $1.2M | 14.6% | |
| Vanguard Target Retirement 2050 Inv 1VFIFX | Mutual Funds | — | — | $740K | 9.0% | |
| Vanguard Target Retirement 2035 Inv 1VTTHX | Mutual Funds | — | — | $735K | 9.0% | |
| Vanguard Target Retirement 2025 Inv 1VTTVX | Mutual Funds | — | — | $704K | 8.6% | |
| Vanguard 500 Index Admiral 1VFIAX | Common Collective Trusts | — | — | $608K | 7.4% | |
| Fidelity Advisor Growth Opps Z 1FZAHX | Mutual Funds | — | — | $412K | 5.0% | |
| Vanguard Target Retirement 2040 Inv 1VFORX | Mutual Funds | — | — | $396K | 4.8% | |
| Vanguard Target Retirement 2055 Inv 1VFFVX | Mutual Funds | — | — | $361K | 4.4% | |
| Vanguard Target Retirement 2065 Inv 1VLXVX | Mutual Funds | — | — | $250K | 3.1% | |
| Vanguard Small Cap Index Adm 1VSMAX | Mutual Funds | — | — | $231K | 2.8% | |
| Vanguard Mid Cap Index Fund - Admiral 1VIMAX | Common Collective Trusts | — | — | $191K | 2.3% | |
| Notes receivable from Participants Interest rates at 4.24% to 9.5% | Bonds / Notes | — | — | $113K | 1.4% | |
| Vanguard Developed Markets Index Admiral 1VTMGX | Mutual Funds | — | — | $101K | 1.2% | |
| Vanguard Target Retirement 2020 Inv 1VTWNX | Mutual Funds | — | — | $93K | 1.1% | |
| Vanguard Inflation-Protected Secs Adm 1VAIPX | Mutual Funds | — | — | $48K | 0.6% | |
| Vanguard Total Bond Market Index Admiral 1VBTLX | Mutual Funds | — | — | $44K | 0.5% | |
| Vanguard Target Retirement 2060 Inv 1VTTSX | Mutual Funds | — | — | $28K | 0.3% | |
| JPMorgan Equity Income R6 1OIEJX | Other securities | — | — | $28K | 0.3% | |
| JPMorgan Emerging Markets Equity R6 1JEMWX | Other securities | — | — | $26K | 0.3% | |
| Delaware Ivy Mid Cap Growth R6 1IGRFX | Other securities | — | — | $20K | 0.2% | |
| JHancock Disciplined Value Mid Cap R6 1JVMRX | Other securities | — | — | $18K | 0.2% | |
| Neuberger Berman Real Estate R6 1NRREX | Other securities | — | — | $10K | 0.1% | |
| BlackRock Total Return K 1MPHQX | Other securities | — | — | $8K | <0.1% | |
| Vanguard Target Retirement Income Inv 1VTINX | Mutual Funds | — | — | $8K | <0.1% | |
| JPMorgan International Equity R6 1JNEMX | Other securities | — | — | $7K | <0.1% | |
| PGIM High-Yield R6 1PHYQX | Other securities | — | — | $1K | <0.1% | |
| Vanguard Federal Money Market Inv 1VMFXX | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| MODERN WEALTH HOLDINGS, LLC | — | LENEXA, KS | CONTRACT ADMIN | $17K | — |
| BIA CONSULTING LLC DBA ENHANCED | — | ROCHESTER, NY | CONTRACT ADMIN | $2K | — |
