Shirley Horner signed Private Client Select Insurance's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Private Client Select Insurance's EIN is 88-4200069.
Download the official 2024 Form 5500 (PDF) for Private Client Select Insurance from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Private Client Select Insurance'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 | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — | INVESTMENT/FINANCIAL ADVI | $35K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $16.6M | 19.1% | |
| VAN INST TTL STOCK MKT - INST | Registered Investment Companies | — | — | $7.6M | 8.7% | |
| DFA US LG CAP GROWTH PORT INST | Registered Investment Companies | — | — | $7.2M | 8.2% | |
| VANGUARD WELLINGTON ADMIN | Registered Investment Companies | — | — | $6.6M | 7.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $5.5M | 6.3% | |
| VAN EXT MKT IDX - INST | Registered Investment Companies | — | — | $4.9M | 5.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $4.9M | 5.6% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $4.3M | 4.9% | |
| VAN TOTAL BOND MKT IDX - INST | Registered Investment Companies | — | — | $3.5M | 4.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.9M | 3.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.8M | 3.2% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $2.7M | 3.1% | |
| DFA US SMALL CAP VAL PORT INST | Registered Investment Companies | — | — | $2.7M | 3.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.5M | 2.8% | |
| GALLIARD STABLE RETURN FUND C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.2M | 2.6% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.9M | 2.2% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.5M | 1.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.0M | 1.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $652K | 0.8% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $407K | 0.5% | |
| BLACKROCK TOT RET 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $361K | 0.4% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $349K | 0.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $231K | 0.3% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $165K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
