Steven Nataupsky signed Knobbe Martens Olson & Bear, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Knobbe Martens Olson & Bear, LLP's EIN is 95-3605138.
Download the official 2024 Form 5500 (PDF) for Knobbe Martens Olson & Bear, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Knobbe Martens Olson & Bear, LLP'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 | $86K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PURE FINANCIAL ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL INDEX Registered Investment Company | Mutual Funds | — | — | $77.3M | 21.3% | |
| PCRA Participant directed brokerage accounts | Self-Directed Brokerage | — | — | $59.8M | 16.5% | |
| Fidelity Contra Fund | Mutual Funds | — | — | $34.4M | 9.5% | |
| T. ROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $21.9M | 6.0% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $14.4M | 4.0% | |
| Vanguard Mid Cap Index Instl | Mutual Funds | — | — | $13.2M | 3.6% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $11.4M | 3.1% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.2M | 3.1% | |
| Vanguard Total Intl Stk | Mutual Funds | — | — | $10.3M | 2.8% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.8% | |
| Europacific Growth R6 | Other securities | — | — | $9.9M | 2.7% | |
| Victory Established Value I | Other securities | — | — | $9.1M | 2.5% | |
| Vanguard Small Cap Index Instl | Mutual Funds | — | — | $8.9M | 2.5% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.8M | 2.4% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $7.7M | 2.1% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $6.2M | 1.7% | |
| Vanguard Total Bond Market Idx Instl | Common Collective Trusts | — | — | $5.9M | 1.6% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.6% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $5.3M | 1.5% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.1% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.0% | |
| Vanguard Inflation Protect Adm | Mutual Funds | — | — | $3.2M | 0.9% | |
| Vanguard Total Stk Mkt Idx Admrl | Common Collective Trusts | — | — | $3.1M | 0.9% | |
| Fidelity Small Cap Growth R6 | Mutual Funds | — | — | $2.6M | 0.7% | |
| Participant Loans Interest rates at 4.25% to 10.00% $0 | Bonds / Notes | — | — | $2.5M | 0.7% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.6% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $2.3M | 0.6% | |
| BlackRock Mid Cap Growth Port K | Other securities | — | — | $2.1M | 0.6% | |
| DFA U.S. Target Value CL I | Mutual Funds | — | — | $1.6M | 0.4% | |
| T.ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $708K | 0.2% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $391K | 0.1% | |
| Vanguard Fed | Mutual Funds | — | — | $167K | <0.1% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $31K | <0.1% | |
| Metropolitan West Ttl Rtn Bd I | Other securities | — | — | $13K | <0.1% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $642 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 87-1712300 |
| — |
| NONE |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BFSG LLC | 20-8532658 | — | NONE | $50K | — |
| KRAVITZ INC | 95-3207191 | — | NONE | $22K | — |
| TOWNSQUARE CAPITAL LLC | 82-1306760 | — | NONE | $19K | — |
| AXXCESS WEALTH MANAGEMENT LLC | 35-2436156 | — | NONE | $15K | — |
| EQUITA FINANCIAL NETWORK INC | 47-4361660 | — | NONE | $13K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
