Compex Legal Services, Inc.'s EIN is 95-4443964.
Download the official 2024 Form 5500 (PDF) for Compex Legal Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Compex Legal Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx A | Common Collective Trusts | — | — | $3.2M | 31.4% | |
| Vanguard 500 Index Adm | Mutual Funds | — | — | $2.3M | 22.5% | |
| Vanguard Total Intl Stk I Adm | Mutual Funds | — | — | $1.6M | 15.6% | |
| Vanguard Total Bond Mkt I Adm | Mutual Funds | — | — | $1.3M | 13.0% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $755K | 7.4% | |
| DFA Commodity Strategy Port Inst 927 PIMCO Real Return GD Instl 324 Vanguard Short-Term BD Index FD Adm 327 Money Market Deposit Account * Schwab Bank Savings | Mutual Funds | — | — | $421K | 4.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $368K | 3.6% | |
| various dates, secured by participant account balance | Other securities | — | — | $168K | 1.7% | |
| Vanguard Emerg Mkts Stock Adm | Mutual Funds | — | — | $64K | 0.6% | |
| Cohen & Steers Cohen & Steers Realty Shares Z | Other securities | — | — | $7K | <0.1% | |
| Schwab Un-invested cash | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
