Sabrina Allen signed Grant Thornton Advisors LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Grant Thornton Advisors LLC's EIN is 99-1856619.
Download the official 2024 Form 5500 (PDF) for Grant Thornton Advisors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Grant Thornton Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $574K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $111K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY GRW COMP COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $274.9M | 16.3% | |
| VANGUARD INSTL INDEX INSTL PL Registered Investment Company | Mutual Funds | — | — | $233.7M | 13.9% | |
| CAPITAL GRP 2035 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 535 | Common Collective Trust | — | — | $136.7M | 8.1% | |
| CAPITAL GRP 2045 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 545 | Common Collective Trust | — | — | $119.0M | 7.1% | |
| CAPITAL GRP 2050 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 550 | Common Collective Trust | — | — | $106.3M | 6.3% | |
| CAPITAL GRP 2040 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 540 | Common Collective Trust | — | — | $103.8M | 6.2% | |
| CAPITAL GRP 2055 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 555 | Common Collective Trust | — | — | $88.3M | 5.2% | |
| CAPITAL GRP 2030 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 530 | Common Collective Trust | — | — | $84.1M | 5.0% | |
| CAPITAL GRP 2060 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 560 | Common Collective Trust | — | — | $59.3M | 3.5% | |
| Vanguard Money market fund - Vanguard Federal Money Market Fund | Mutual Funds | — | — | $56.6M | 3.4% | |
| VANGUARD EXTENDED MKT IDX INST Registered Investment Company | Common Collective Trusts | — | — | $46.6M | 2.8% | |
| PIMCO Rae US Intl | Mutual Funds | — | — | $45.4M | 2.7% | |
| Vanguard Total Intl Stock Instl | Mutual Funds | — | — | $34.8M | 2.1% | |
| American funds American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $33.3M | 2.0% | |
| CAPITAL GRP 2025 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 525 | Common Collective Trust | — | — | $33.2M | 2.0% | |
| PIMCO Rae US Small Instl | Mutual Funds | — | — | $32.3M | 1.9% | |
| JPMorgan Mid Cap Equity CL R6 | Other securities | — | — | $28.1M | 1.7% | |
| Dodge & Cox Dodge & Cox Income X | Mutual Funds | — | — | $28.0M | 1.7% | |
| Vanguard Total Bond Mkt Inx Instl | Mutual Funds | — | — | $25.7M | 1.5% | |
| CAPITAL GRP 2065 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 565 | Common Collective Trust | — | — | $19.4M | 1.2% | |
| PIMCO High Yield Fund | Mutual Funds | — | — | $18.5M | 1.1% | |
| RBC Emerging Markets Equity I | Other securities | — | — | $17.1M | 1.0% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $14.6M | 0.9% | |
| CAPITAL GRP 2020 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 520 | Common Collective Trust | — | — | $9.8M | 0.6% | |
| Participants** Participant loans with interest rates ranging from 3.25 to 8.50 percent - | Participant loans | — | — | $6.2M | 0.4% | |
| CAPITAL GRP 2015 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 515 | Common Collective Trust | — | — | $6.0M | 0.4% | |
| Clearbridge Small Cap Growth IS | Other securities | — | — | $4.2M | 0.3% | |
| Loomis Sayles Global Bond CL I | Other securities | — | — | $4.1M | 0.2% | |
| CAPITAL GRP 2010 TGT RT TR TD2 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 510 | Common Collective Trust | — | — | $2.2M | 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 |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE | $20K | — |
