Original filing (PDF)20241010104145NAL0009920611005

SQUIRE & COMPANY, PC 401(K) PLAN

Name: SQUIRE & COMPANY, PC 401(K) PLAN — SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: SQUIRE & COMPANY, PC 401(K) PLAN

Form 5500

FILING_RECEIVED

SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 3

33% in single holdingHigh average account balanceNo recordkeeper disclosed

Active participants

153

Accounts w/ balance

214

Plan assets (EOY)

$36.2M

Net assets (EOY)

$36.2M

How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (94th percentile).
High average account balance (93rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SQUIRE & COMPANY, PC 401(K) PLAN.

Plan sponsor

Name

SQUIRE & COMPANY, PC 401(K) PLAN

EIN

87-0343246all filings

Address

1329 S 800 E · OREM, UT · 840977737

Phone

(801) 225-6900

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

LEE CPA AUDIT GROUP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

27 direct securities· $36.2M(100% of reported assets)

Mutual Funds

$31.3M

24 holdings

Common Collective Trusts

$4.8M

2 holdings

Bonds / Notes

$122K

1 holding

					% of plan
DFA US TARGETED VALUE - I Registered Investment Company	Mutual Funds	—	—	$12.0M	33.0%
DFA US LARGE VALUE - III Registered Investment Company	Mutual Funds	—	—	$5.4M	15.0%
VANGUARD 500 INDEX - ADMIRAL Registered Investment Company	Common Collective Trusts	—	—	$4.3M	11.9%
DFA INTERNATIONAL SMALL CAP VALUE - I Registered Investment Company	Mutual Funds	—	—	$3.8M	10.6%
VANGUARD DEVELOPED MARKETS INDEX - ADM Registered Investment Company	Mutual Funds	—	—	$3.7M	10.1%
Registered Investment Companies DFA EMERGING MARKETS CORE EQUITY - INSTL Registered Investment Company	Mutual Funds	—	—	$2.3M	6.2%
VANGUARD SHRTTERM INFL-PROT SEC INDX Registered Investment Company	Mutual Funds	—	—	$1.5M	4.3%
DFA SHORT-TERM EXTENDED QUALITY - I Registered Investment Company	Mutual Funds	—	—	$1.0M	2.9%
VANGUARD INTRM TERM TREAS INDEX ADM Registered Investment Company	Mutual Funds	—	—	$475K	1.3%
VANGUARD TOTAL STOCK MARKET INDEX - Registered Investment Company	Common Collective Trusts	—	—	$446K	1.2%
VANGUARD TARGET RETIREMENT 2035 - INV Registered Investment Company	Mutual Funds	—	—	$198K	0.5%
Interest-Bearing Cash FIDELITY GOVERNMENT MONEY MARKET Interest-bearing cash ** $	Mutual Funds	—	—	$145K	0.4%
VANGUARD TARGET RETIREMENT INCOME - INV Registered Investment Company	Mutual Funds	—	—	$137K	0.4%
VANGUARD TARGET RETIREMENT 2045 - INV Registered Investment Company	Mutual Funds	—	—	$132K	0.4%
Participant Loans Interest rates at (4.25%~9.50%)	Bonds / Notes	—	—	$122K	0.3%
VANGUARD TARGET RETIREMENT 2040 - INV Registered Investment Company	Mutual Funds	—	—	$113K	0.3%
VANGUARD TARGET RETIREMENT 2030 - INV Registered Investment Company	Mutual Funds	—	—	$97K	0.3%
VANGUARD TARGET RETIREMENT 2025 - INV Registered Investment Company	Mutual Funds	—	—	$82K	0.2%
VANGUARD TARGET RETIREMENT 2050 - INV Registered Investment Company	Mutual Funds	—	—	$44K	0.1%
DFA GLOBAL REAL ESTATE SECURITIES Registered Investment Company	Mutual Funds	—	—	$37K	0.1%
VANGUARD TARGET RETIREMENT 2020 - INV Registered Investment Company	Mutual Funds	—	—	$29K	<0.1%
VANGUARD MID-CAP VALUE INDEX - ADMIRAL Registered Investment Company	Mutual Funds	—	—	$16K	<0.1%
VANGUARD MID CAP INDEX ADM Registered Investment Company ** 290 VANGUARD MID-CAP GROWTH INDEX - ADMIRAL Registered Investment Company	Mutual Funds	—	—	$12K	<0.1%
VANGUARD GROWTH INDEX - ADMIRAL Registered Investment Company	Mutual Funds	—	—	$12K	<0.1%
VANGUARD SMALL CAP GROWTH INDEX - ADM Registered Investment Company	Mutual Funds	—	—	$12K	<0.1%
VANGUARD SMALL CAP INDEX - ADMIRAL Registered Investment Company	Mutual Funds	—	—	$6K	<0.1%
VANGUARD EMERGING MKTS INDEX ADM Registered Investment Company	Mutual Funds	—	—	$2K	<0.1%