Kristin Netinho signed Singleton Schreiber, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Singleton Schreiber, LLP's EIN is 87-4193436.
Download the official 2024 Form 5500 (PDF) for Singleton Schreiber, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Singleton Schreiber, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP, LLC | 61-1758632 | — | INVESTMENT/FINANCIAL ADVI | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP RETIRE BLEND 2030 - I | Registered Investment Companies | — | — | $1.8M | 15.0% | |
| TRP RETIRE BLEND 2045 - I | Registered Investment Companies | — | — | $1.6M | 13.6% | |
| TRP RETIRE BLEND 2050 - I | Registered Investment Companies | — | — | $1.5M | 12.5% | |
| TRP RETIRE BLEND 2055 - I | Registered Investment Companies | — | — | $1.1M | 9.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.1M | 9.5% | |
| TRP RETIRE BLEND 2060 - I | Registered Investment Companies | — | — | $1.1M | 9.4% | |
| TRP RETIRE BLEND 2035 - I | Registered Investment Companies | — | — | $917K | 7.7% | |
| TRP RETIRE BLEND 2040 - I | Registered Investment Companies | — | — | $732K | 6.1% | |
| TRP RETIRE BLEND 2065 - I | Registered Investment Companies | — | — | $363K | 3.0% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $189K | 1.6% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $172K | 1.4% | |
| TRP RETIRE BLEND 2020 - I | Registered Investment Companies | — | — | $140K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $128K | 1.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $122K | 1.0% | |
| TRP RETIRE BLEND 2025 - I | Registered Investment Companies | — | — | $107K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $89K | 0.7% | |
| PUTNAM LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $63K | 0.5% | |
| TRP RETIRE BLEND 2005 - I | Registered Investment Companies | — | — | $62K | 0.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $62K | 0.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $55K | 0.5% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $34K | 0.3% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $27K | 0.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| JOHN HANCOCK BOND FUND - R6 | Registered Investment Companies | — | — | $25K | 0.2% | |
| FRANKLIN SCV R6 | Registered Investment Companies | — | — | $23K | 0.2% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $21K | 0.2% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $15K | 0.1% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $14K | 0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $12K | <0.1% | |
| NUVEEN LARGE CAP RESP EQ R6 | Registered Investment Companies | — | — | $10K | <0.1% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $10K | <0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.