KIM Clark signed Structural Integrity Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Structural Integrity Associates, Inc.'s EIN is 94-2872355.
Download the official 2024 Form 5500 (PDF) for Structural Integrity Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Structural Integrity Associates, Inc.'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 |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | RECORDKEEPING | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUMMITRY LLC | 20-2133053 | — | NONE | $9K | — |
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 INDIVIDUAL DIRECTED ACCOUNTS Self Directed Brokerage Accounts - | Self-Directed Brokerage | — | — | $44.4M | 65.2% | |
| BLACKROCK LIFEPATH INDEX RET K Mutual Fund - | Other securities | — | — | $3.1M | 4.6% | |
| BLACKROCK LIFEPATH INDX 2030 K Mutual Fund - | Other securities | — | — | $3.1M | 4.6% | |
| BLACKROCK LIFEPATH INDX 2045 K Mutual Fund - | Other securities | — | — | $3.0M | 4.4% | |
| BLACKROCK LIFEPATH INDX 2040 K Mutual Fund - | Other securities | — | — | $2.1M | 3.1% | |
| VANGUARD EQUITY INCOME ADMIRAL Mutual Fund - | Mutual Funds | — | — | $2.1M | 3.1% | |
| BLACKROCK LIFEPATH INDX 2035 K Mutual Fund - | Other securities | — | — | $1.6M | 2.3% | |
| BLACKROCK LIFEPATH INDX 2050 K Mutual Fund - | Other securities | — | — | $1.2M | 1.8% | |
| AB US LG CAP GROWTH CIT P2 HAND BENEFITS & TRUST · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $967K | 1.4% | |
| BLACKROCK LIFEPATH INDX 2055 K Mutual Fund - | Other securities | — | — | $923K | 1.4% | |
| ISHARES S&P 500 INDEX K Mutual Fund - | Common Collective Trusts | — | — | $837K | 1.2% | |
| MACQUARIE MID CAP GROWTH I Mutual Fund - | Other securities | — | — | $571K | 0.8% | |
| GOLDMAN SACHS STABLE VALUE GOLDMAN SACHS · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $567K | 0.8% | |
| BLACKROCK LIFEPATH INDX 2060 K Mutual Fund - | Other securities | — | — | $476K | 0.7% | |
| AMERICAN FUNDS AM BALANCD R6 Mutual Fund - | Mutual Funds | — | — | $379K | 0.6% | |
| BLACKROCK LIFEPATH INDX 2065 K Mutual Fund - | Other securities | — | — | $311K | 0.5% | |
| ISHARES RUSSELL 2000 SC IDX K Mutual Fund - | Common Collective Trusts | — | — | $256K | 0.4% | |
| AMERCENT SMALL CAP VALUE Mutual Fund - | Mutual Funds | — | — | $227K | 0.3% | |
| ISHARES RUSSELL MD-CAP INDEX K Mutual Fund - | Other securities | — | — | $212K | 0.3% | |
| NB SMALL CAP GROWTH TR FNDRS Mutual Fund - | Other securities | — | — | $201K | 0.3% | |
| VICTORY SYCAMORE EST VAL R6 Mutual Fund - | Other securities | — | — | $188K | 0.3% | |
| ISHARES MSCI TTL INTL INDEX K Mutual Fund - | Other securities | — | — | $175K | 0.3% | |
| COLUMBIA HIGH YIELD BOND INST Mutual Fund - | Other securities | — | — | $170K | 0.3% | |
| PRINCIPAL DIVERS INT'L INST'L Mutual Fund - | Other securities | — | — | $158K | 0.2% | |
| DFA REAL ESTATE SECURITIES I Mutual Fund - | Mutual Funds | — | — | $149K | 0.2% | |
| ISHARES US AGGR BOND INDEX K Mutual Fund - | Other securities | — | — | $129K | 0.2% | |
| GUGGENHEIM MACRO OPPORTUN I Mutual Fund - | Other securities | — | — | $93K | 0.1% | |
| DODGE & COX INCOME X Mutual Fund - | Mutual Funds | — | — | $92K | 0.1% | |
| AMERICAN FUNDS EUROPACFIC R6 Mutual Fund - | Mutual Funds | — | — | $55K | <0.1% | |
| DFA EMERGING MKTS CORE EQUITY Mutual Fund - | Mutual Funds | — | — | $36K | <0.1% | |
| PGIM GLBL TOTAL RETURN Z Mutual Fund - | Other securities | — | — | $7K | <0.1% | |
| HB&T BLACKROCK LC EQU IND R HAND BENEFITS & TRUST · EIN 74-1977743 / PN 202 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK MC EQ IND R HAND BENEFITS & TRUST · EIN 74-1977743 / PN 198 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK SC EQ IND R HAND BENEFITS & TRUST · EIN 74-1977743 / PN 201 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLACKROCK US AGG BD IND HAND BENEFITS & TRUST · EIN 74-1977743 / PN 197 | Common Collective Trust | — | — | $0 | <0.1% | |
| HB&T BLKRCK MSCI ACWI EXUS IND HAND BENEFITS & TRUST · EIN 74-1977743 / PN 200 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HBK SORCE ADVISORY, LLC |
| 34-1925728 |
| — |
| NONE |
| $5K |
| — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $2K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $647 | — |
| MONEYWISE, INC. | 54-1506612 | — | NONE | $0 | — |
