Jonathan Mitchell signed Gordon REES Scully Mansukhani, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gordon REES Scully Mansukhani, LLP's EIN is 94-1617026.
Download the official 2024 Form 5500 (PDF) for Gordon REES Scully Mansukhani, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gordon REES Scully Mansukhani, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARALLEL ADVISORS LLC | 20-4420591 | — |
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 | |||||
|---|---|---|---|---|---|---|
| SELF-DIRECTED BROKERAGE ACCOUNTS Stocks, mutual funds, corporate bonds, annuities, - | Self-Directed Brokerage | — | — | $59.4M | 13.2% | |
| FIDELITY 500 INDEX FD Registered Investment Company | Common Collective Trusts | — | — | $56.8M | 12.6% | |
| AMERICAN FD GROWTH FD OF AMERICA R6 Registered Investment Company | Common Stocks | — | — | $19.0M | 4.2% | |
| AMERICAN FUNDS WASHNGTON MUTUAL R6 Registered Investment Company | Mutual Funds | — | — | $18.8M | 4.2% | |
| WTRISC CIT III METLIFE GAC 25554 WILMINGTON TRUST · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $17.2M | 3.8% | |
| CARILLON EAGLE MID CAP GR FD R6 Registered Investment Company | Common Stocks | — | — | $16.5M | 3.7% | |
| FIDELITY TOTAL INTL INDEX Registered Investment Company | Mutual Funds | — | — | $16.4M | 3.7% | |
| T ROWE PRICE RETIREMENT 2035 FD Registered Investment Company | Mutual Funds | — | — | $15.0M | 3.3% | |
| JPMORGAN US RESEARCH ENHANCED EQY R6 Registered Investment Company | Common Stocks | — | — | $13.8M | 3.1% | |
| FIDELITY US BOND INDEX FD Registered Investment Company | Mutual Funds | — | — | $13.7M | 3.1% | |
| JPMORGAN LARGE CAP GROWTH R6 Registered Investment Company | Common Stocks | — | — | $12.8M | 2.9% | |
| FIDELITY EXTENDED MKT INDEX FD Registered Investment Company | Mutual Funds | — | — | $12.5M | 2.8% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 Registered Investment Company | Mutual Funds | — | — | $11.3M | 2.5% | |
| COLUMBIA SELIGMAN COMM &INFO INST Registered Investment Company | Common Stocks | — | — | $11.0M | 2.4% | |
| PIMCO INCM FD INST CL Registered Investment Company | Mutual Funds | — | — | $10.9M | 2.4% | |
| PIMCO TOTAL RETURN FUND INSTL CLASS Registered Investment Company | Mutual Funds | — | — | $10.9M | 2.4% | |
| T ROWE PRICE RETIREMENT 2030 FD Registered Investment Company | Mutual Funds | — | — | $10.8M | 2.4% | |
| DFA US SMALL CAP VALUE PORT INSTL Registered Investment Company | Mutual Funds | — | — | $9.8M | 2.2% | |
| T ROWE PRICE RETIREMENT 2040 FD Registered Investment Company | Mutual Funds | — | — | $9.4M | 2.1% | |
| JPMORGAN MID CAP VALUE R6 Registered Investment Company | Common Stocks | — | — | $9.3M | 2.1% | |
| T ROWE PRICE RETIREMENT 2045 FD Registered Investment Company | Mutual Funds | — | — | $9.1M | 2.0% | |
| T ROWE PRICE NEW HORIZONS FUND Registered Investment Company | Mutual Funds | — | — | $8.5M | 1.9% | |
| T ROWE PRICE RETIREMENT 2050 Registered Investment Company | Mutual Funds | — | — | $7.7M | 1.7% | |
| T ROWE PRICE RETIREMENT 2025 FD Registered Investment Company | Mutual Funds | — | — | $7.0M | 1.6% | |
| FIDELITY SLCT DEFENSE & AEROSPACE Registered Investment Company | Mutual Funds | — | — | $6.4M | 1.4% | |
| BLACKROCK HEALTH SCIENCES OPP INSTL Registered Investment Company | Common Stocks | — | — | $6.0M | 1.3% | |
| VIRTUS DUFF PHELPS REAL ESTATE SEC I Registered Investment Company | Common Stocks | — | — | $5.4M | 1.2% | |
| CALAMOS MARKET NEUTRAL INCM FD CL I Registered Investment Company | Common Stocks | — | — | $5.3M | 1.2% | |
| CALAMOS TIMPANI SMCAP GRWTH R6 Registered Investment Company | Common Stocks | — | — | $4.9M | 1.1% | |
| FIDELITY GOVT INCOME FD Registered Investment Company | Mutual Funds | — | — | $4.8M | 1.1% | |
| FIRST EAGLE OVERSEAS FUND CL I Registered Investment Company | Common Stocks | — | — | $4.4M | 1.0% | |
| T ROWE PRICE RETIREMENT 2055 Registered Investment Company | Mutual Funds | — | — | $4.0M | 0.9% | |
| T ROWE PRICE RETIREMENT 2020 FUND Registered Investment Company | Mutual Funds | — | — | $3.1M | 0.7% | |
| maturing through June 2039 | Other securities | — | — | $3.0M | 0.7% | |
| MFS INTL NEW DISCOVERY R6 Registered Investment Company | Mutual Funds | — | — | $1.9M | 0.4% | |
| THORNBURG DEVELOPING WORLD FD CL Registered Investment Company | Common Stocks | — | — | $949K | 0.2% | |
| T ROWE PRICE RETIREMENT BALANCE FD Registered Investment Company | Mutual Funds | — | — | $653K | 0.1% | |
| T ROWE PRICE RETIREMENT 2060 FD Registered Investment Company | Mutual Funds | — | — | $620K | 0.1% | |
| T ROWE PRICE RETIREMENT 2065 I Registered Investment Company | Mutual Funds | — | — | $513K | 0.1% | |
| T ROWE PRICE RETIREMENT 2015 FD Registered Investment Company | Mutual Funds | — | — | $308K | <0.1% | |
| T ROWE PRICE RETIREMENT 2010 FD Registered Investment Company | Mutual Funds | — | — | $240K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $18K |
| — |
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $8K | — |
| MARIN WEALTH ADVISORS LLC | 46-3050979 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASPIRIANT LLC | 26-1518255 | — | NONE | $36K | — |
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | NONE | $28K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $23K | — |
| CHARLES SCHWAB & CO.,INC | 94-1737782 | — | NONE | $3K | — |
