Kimberly Haulk signed Littler Mendelson, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Littler Mendelson, P.C.'s EIN is 94-2602731.
Download the official 2024 Form 5500 (PDF) for Littler Mendelson, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Littler Mendelson, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $324K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $174.3M | 16.0% | |
| Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $148.9M | 13.7% | |
| Growth Fund of America R6 | Other securities | — | — | $124.5M | 11.4% | |
| Invesco Comstock R5 | Mutual Funds | — | — | $76.5M | 7.0% | |
| Europacific Growth R6 | Other securities | — | — | $49.1M | 4.5% | |
| Oppenheimer Global Fund CL Y | Mutual Funds | — | — | $48.7M | 4.5% | |
| American Balanced Fund R6 | Other securities | — | — | $48.6M | 4.5% | |
| Pimco Total Return Admin Class | Mutual Funds | — | — | $45.9M | 4.2% | |
| Loomis Sayles Bond Fund | Other securities | — | — | $42.3M | 3.9% | |
| JPMorgan Mid Cap Value Instl | Other securities | — | — | $40.7M | 3.7% | |
| Schwab Value Adv Money Ultra | Mutual Funds | — | — | $35.2M | 3.2% | |
| Vanguard Sm Cap Growth Index Ist | Mutual Funds | — | — | $33.2M | 3.1% | |
| Vanguard Total Bd Mkt Index Inst | Mutual Funds | — | — | $30.8M | 2.8% | |
| MFS Total Return A | Mutual Funds | — | — | $28.6M | 2.6% | |
| Pimco Foreign Bond Fund | Mutual Funds | — | — | $24.5M | 2.3% | |
| Columbia Mid Cap Index Z | Other securities | — | — | $22.7M | 2.1% | |
| Baron Asset Fund | Other securities | — | — | $15.9M | 1.5% | |
| Fidelity Total Bond | Mutual Funds | — | — | $15.7M | 1.4% | |
| Vanguard Explorer Admiral Shares | Mutual Funds | — | — | $15.1M | 1.4% | |
| Vanguard SM Cap Val Index | Mutual Funds | — | — | $11.5M | 1.1% | |
| Income Fund of America R6 | Other securities | — | — | $9.3M | 0.9% | |
| Vanguard Tax Managed Scap IDXI | Mutual Funds | — | — | $8.2M | 0.8% | |
| Participant loans | Participant loans | — | — | $6.1M | 0.6% | |
| Central Self Storage Investors II | Other securities | — | — | $75K | <0.1% | |
| Central Self Storage Investors V | Other securities | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | NONE | $59K | — |
| DELTA INVESTMENT MANAGEMENT LL | 26-3894033 | — | NONE | $45K | — |
| HC ADVISORS LLC | 46-0737857 | — | NONE | $35K | — |
| TOCQUEVILLE ASSET MANAGEMENT L | 13-3547557 | — | NONE | $28K | — |
| LAUREL WEALTH ADVISORS LLC | 56-2159865 | — | NONE | $17K | — |
| GHP INVESTMENT ADVISORS INC | 84-1314618 | — | NONE | $16K | — |
| COLORADO CAPITAL MANAGEMENT IN | 84-1532591 | — | NONE | $13K | — |
| MAINSAIL ASSET MANAGEMENT LLC | 01-0795172 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH CONSULTING | 95-4660745 | — | NONE | $190K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BURR PILGER MAYER INC | 26-3839190 | — | NONE | $34K | — |
| NEUBERGER & BERMAN LLC | 13-5521910 | — | NONE | $30K | — |
| KRILOGY FINANCIAL LLC | 26-3835498 | — | NONE | $26K | — |
| LITMAN GREGORY WEALTH MGMT | 68-0362255 | — | NONE | $23K | — |
| DINUZZO PRIVATE WEALTH INC | 23-2934855 | — | NONE | $16K | — |
| THE RETIREMENT PLANNING GROUP | 92-3463660 | — | NONE | $11K | — |
| NEW ENGLAND PRIVATE WEALTH ADV | 20-2021915 | — | NONE | $10K | — |
| ONE ADVISORY PARTNERS LLC | 45-4357540 | — | NONE | $10K | — |
| CORNERSTONE ADVISORY LLC | 74-3193386 | — | NONE | $7K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $6K | — |
| WELLSPRING WEALTH MANAGEMENT L | 56-2503011 | — | NONE | $5K | — |
