Molly Cramer signed Klarquist Sparkman, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Klarquist Sparkman, LLP's EIN is 93-0421052.
Download the official 2024 Form 5500 (PDF) for Klarquist Sparkman, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Klarquist Sparkman, LLP's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a self-directed brokerage window.
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 | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VANG 500 INDEX ADM Mutual Fund | Common Collective Trusts | — | — | $16.2M | 21.3% | |
| VANG GROWTH IDX ADM Mutual Fund | Common Collective Trusts | — | — | $6.9M | 9.0% | |
| Self Directed Brokerage Accounts Self Directed Brokerage | Self-Directed Brokerage | — | — | $6.0M | 7.9% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $4.9M | 6.4% | |
| TRP RETIREMENT 2040 Mutual Fund | Other securities | — | — | $3.8M | 5.0% | |
| VANG WELLINGTON ADM Mutual Fund | Other securities | — | — | $3.2M | 4.2% | |
| PGIM TOTAL RTN BD Z Mutual Fund | Other securities | — | — | $2.9M | 3.8% | |
| TRP RETIREMENT 2045 Mutual Fund | Other securities | — | — | $2.7M | 3.5% | |
| VANG INTL GROWTH ADM Mutual Fund | Other securities | — | — | $2.7M | 3.5% | |
| TRP RETIREMENT 2025 Mutual Fund | Other securities | — | — | $2.1M | 2.8% | |
| VANG TOT BD MKT ADM Mutual Fund | Other securities | — | — | $2.0M | 2.7% | |
| TRP RETIREMENT 2055 Mutual Fund | Other securities | — | — | $2.0M | 2.6% | |
| OAKMARK INST Mutual Fund | Other securities | — | — | $1.9M | 2.5% | |
| VANG SM CAP IDX ADM Mutual Fund | Common Collective Trusts | — | — | $1.9M | 2.5% | |
| FH MID‐CAP INDEX SS Mutual Fund | Other securities | — | — | $1.7M | 2.3% | |
| TRP RETIREMENT 2030 Mutual Fund | Other securities | — | — | $1.7M | 2.2% | |
| BNYM S/MD CP GR I Mutual Fund | Other securities | — | — | $1.4M | 1.8% | |
| TRP RETIREMENT 2035 Mutual Fund | Other securities | — | — | $1.4M | 1.8% | |
| TRP RETIREMENT 2050 Mutual Fund | Other securities | — | — | $1.2M | 1.6% | |
| MFS TECHNOLOGY R6 Mutual Fund | Mutual Funds | — | — | $1.2M | 1.6% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 1.4% | |
| FID SMALL CAP GR K6 Mutual Fund | Mutual Funds | — | — | $1.0M | 1.3% | |
| TRP HEALTH SCIENCES Mutual Fund | Other securities | — | — | $862K | 1.1% | |
| TRP RETIREMENT 2020 Mutual Fund | Other securities | — | — | $733K | 1.0% | |
| VANG VALUE IDX ADM Mutual Fund | Common Collective Trusts | — | — | $671K | 0.9% | |
| OUTSTANDING LOAN BALANCE Participant Loans*** | Participant loans | — | — | $438K | 0.6% | |
| C&S REAL ESTATE Z Mutual Fund | Other securities | — | — | $393K | 0.5% | |
| RBC EMRG MKTS EQ R6 Mutual Fund | Other securities | — | — | $358K | 0.5% | |
| CALV US LG CP CRI I Mutual Fund | Other securities | — | — | $339K | 0.4% | |
| VANG SMCPVL IDX ADM Mutual Fund | Common Collective Trusts | — | — | $293K | 0.4% | |
| TRP RETIRE BAL Mutual Fund | Other securities | — | — | $105K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
