Robert Scott Lessing signed Ewing-Foley, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ewing-Foley, Inc.'s EIN is 94-1535556.
Download the official 2023 Form 5500 (PDF) for Ewing-Foley, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ewing-Foley, Inc.'s plan includes an ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAVANT INVESTMENT GROUP, LLC | 27-2263282 | — | INVESTMENT ADVISOR | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ewing-Foley, Inc. Company Stock 167,293 shares of common stock | Common Stocks | — | $5.1M | $16.6M | 68.8% | |
| Fidelity 500 Index Institutional Class Mutual fund | Common Collective Trusts | — | $820K | $1.6M | 6.5% | |
| Vanguard Total Stock Market Index Fund Exchange Traded Fund | Common Collective Trusts | — | $307K | $468K | 1.9% | |
| Fidelity International Index INSTL Class Mutual fund | Mutual Funds | — | $243K | $301K | 1.2% | |
| JP Morgan Core Plus Bond Class I Mutual fund | Other securities | — | $284K | $260K | 1.1% | |
| iShares Core US Aggregate Bond ETF Exchange Traded Fund | Other securities | — | $235K | $243K | 1.0% | |
| BlackRock Strategic Income Opportunities Portfolio Institutional Mutual fund | Other securities | — | $248K | $238K | 1.0% | |
| Dodge & Cox International Stock Fund Mutual fund | Mutual Funds | — | $205K | $236K | 1.0% | |
| American Funds EuroPacific Growth Fund Class F-3 Mutual fund | Mutual Funds | — | $218K | $234K | 1.0% | |
| PIMCO Income Fund Institutional Fund Mutual fund | Mutual Funds | — | $232K | $223K | 0.9% | |
| PIMCO Low Duration Institutional Class Mutual fund | Mutual Funds | — | $215K | $217K | 0.9% | |
| Fidelity Conservative Income Bond Fund Mutual fund | Mutual Funds | — | $213K | $214K | 0.9% | |
| PIMCO Total Return Institutional Class Mutual fund | Mutual Funds | — | $202K | $202K | 0.8% | |
| Dodge & Cox Stock Class Mutual fund | Mutual Funds | — | $184K | $200K | 0.8% | |
| United States Treasury Series BJ-2025 U.S. Government Security | U.S. Treasuries | — | $201K | $200K | 0.8% | |
| DFA U.S. Large Cap Value Portfolio Institutional Class Mutual fund | Mutual Funds | — | $172K | $196K | 0.8% | |
| Metropolitan West Total Return Bond Fund Class I Mutual fund | Other securities | — | $208K | $192K | 0.8% | |
| Vanguard Growth & Income Admiral Mutual fund | Mutual Funds | — | $169K | $192K | 0.8% | |
| iShares Core S&P US Growth ETF Exchange Traded Fund | Other securities | — | $134K | $191K | 0.8% | |
| BlackRock Emerging Markets Portfolio Institutional Class Mutual fund | Other securities | — | $198K | $184K | 0.8% | |
| iShares Core S&P US Value ETF Exchange Traded Fund | Other securities | — | $140K | $167K | 0.7% | |
| DFA U.S. Small Cap Portfolio Institutional Class Mutual fund | Mutual Funds | — | $133K | $160K | 0.7% | |
| Fidelity Government Cash Reserves Money market fund | Mutual Funds | — | $158K | $158K | 0.7% | |
| Fidelity Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | $128K | $158K | 0.7% | |
| Invesco Developing Markets R6 Mutual fund | Mutual Funds | — | $145K | $143K | 0.6% | |
| DFA Real Estate Securities Portfolio Institutional Class Mutual fund | Mutual Funds | — | $96K | $101K | 0.4% | |
| United States Treasury Bills Zero Cpn U.S. Government Security | U.S. Treasuries | — | $96K | $97K | 0.4% | |
| United States Treasury Stripped Int Pmt U.S. Government Security | U.S. Treasuries | — | $96K | $96K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
