Jonathan Hawkins signed Buchalter, a Professional Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Buchalter, a Professional Corporation's EIN is 95-2640846.
Download the official 2024 Form 5500 (PDF) for Buchalter, a Professional Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Buchalter, a Professional Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH RETIREMENT | — | RESTON, VA | ADVISOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CHARLES SCHWAB Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $9.6M | 35.7% | |
| FIDELITY 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $3.2M | 11.8% | |
| AMERICAN FUNDS 2020 TARGET RETIRE R6 Registered Investment Company | Mutual Funds | — | — | $2.8M | 10.3% | |
| VANGUARD GROWTH INDEX FUND ADMIRAL SHARES Registered Investment Company | Common Collective Trusts | — | — | $2.1M | 7.7% | |
| AMERICAN FUNDS 2050 TARGET RETIRE R6 Registered Investment Company | Mutual Funds | — | — | $1.6M | 5.8% | |
| VANGUARD FEDERAL MONEY MARKET Registered Investment Company | Mutual Funds | — | — | $1.4M | 5.2% | |
| FIDELITY MID CAP INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $898K | 3.3% | |
| AMERICAN FUNDS 2040 TARGET RETIRE R6 Registered Investment Company | Mutual Funds | — | — | $866K | 3.2% | |
| FIDELITY INTERNATIONAL INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $851K | 3.2% | |
| VANGUARD TOTAL BOND MARKET INDEX FUND ADMIRAL SHARES Registered Investment Company | Common Collective Trusts | — | — | $601K | 2.2% | |
| FIDELITY SMALL CAP INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $582K | 2.2% | |
| VANGUARD VALUE INDEX ADMIRAL SHARES Registered Investment Company | Mutual Funds | — | — | $567K | 2.1% | |
| AMERICAN FUNDS 2055 TARGET RETIRE R6 Registered Investment Company | Mutual Funds | — | — | $496K | 1.8% | |
| AMERICAN FUNDS 2060 TARGET RETIRE R6 Registered Investment Company | Mutual Funds | — | — | $419K | 1.6% | |
| AMERICAN FUNDS 2030 TARGET RETIRE R6 Registered Investment Company | Mutual Funds | — | — | $321K | 1.2% | |
| PRINCIPAL DIVERSIFIED REAL ASSET FUND R6 Registered Investment Company | Common Stocks | — | — | $268K | 1.0% | |
| FIDELITY EMERGING MARKETS INDEX Registered Investment Company | Mutual Funds | — | — | $185K | 0.7% | |
| AMERICAN FUNDS 2045 TARGET RETIRE R6 Registered Investment Company | Mutual Funds | — | — | $139K | 0.5% | |
| maturing through December 2029 - | Other securities | — | — | $104K | 0.4% | |
| AMERICAN FUNDS 2035 TARGET RETIRE R6 Registered Investment Company | Mutual Funds | — | — | $33K | 0.1% | |
| VANGUARD TOTAL INTL BOND INDEX ADMIRAL SHARES Registered Investment Company | Mutual Funds | — | — | $16K | <0.1% | |
| AMERICAN FUNDS 2010 TARGET RETIRE R6 Registered Investment Company | Mutual Funds | — | — | $12K | <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 |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $9K | — |
