Susan Van Vollenhoven signed Pierce Atwood LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pierce Atwood LLP's EIN is 01-0190452.
Download the official 2024 Form 5500 (PDF) for Pierce Atwood LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pierce Atwood 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 | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RM DAVIS INC | 01-0356657 | — | NONE | $67K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| H. M. PAYSON & CO. |
| 01-0420707 |
| — |
| NONE |
| $32K |
| — |
| SPINNAKER TRUST | 01-0513167 | — | NONE | $20K | — |
| APPLETON PARTNERS INC | 04-2943177 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $31.1M | 22.5% | |
| FIDELITY 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $20.0M | 14.5% | |
| SCHWAB MANAGED RET TRUST FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $10.2M | 7.4% | |
| SCHWAB MANAGED RET TRUST FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $9.0M | 6.5% | |
| FIDELITY EXTENDED MARKET INDEX Registered Investment Company | Mutual Funds | — | — | $6.7M | 4.9% | |
| SCHWAB MANAGED RET TRUST FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $6.5M | 4.7% | |
| SCHWAB MANAGED RET TRUST FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $6.0M | 4.3% | |
| SCHWAB MANAGED RET TRUST FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $5.9M | 4.3% | |
| MAINSTAY WINSLOW LGCAP GRTH R6 Registered Investment Company | Common Stocks | — | — | $5.8M | 4.2% | |
| SCHWAB MANAGED RET TRUST FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $4.2M | 3.0% | |
| MFS VALUE R6 Registered Investment Company | Mutual Funds | — | — | $3.6M | 2.6% | |
| BlackRock Total Return Instl Registered Investment Company | Common Stocks | — | — | $3.6M | 2.6% | |
| FIDELITY US BOND INDEX Registered Investment Company | Mutual Funds | — | — | $3.5M | 2.5% | |
| SCHWAB MANAGED RET TRUST FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $3.3M | 2.4% | |
| NEW YORK LIFE ANCHOR ACCT IV Pooled Separate Accounts | Pooled Separate Accounts | — | — | $3.2M | 2.3% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $3.2M | 2.3% | |
| FIDELITY TOTAL INTERN INDEX Registered Investment Company | Mutual Funds | — | — | $3.0M | 2.2% | |
| AMERICAN NEW PERSPECTIVE R6 Registered Investment Company | Common Stocks | — | — | $2.7M | 2.0% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $1.9M | 1.4% | |
| SCHWAB MANAGED RET TRUST FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.8% | |
| SCHWAB MANAGED RET TRUST FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $1.1M | 0.8% | |
| VIRTUS DUFF PHELPS RL ES SEC I Registered Investment Company | Common Stocks | — | — | $677K | 0.5% | |
| SCHWAB MANAGED RET TRUST FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $595K | 0.4% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $364K | 0.3% | |
| SCHWAB MANAGED RET TRUST FD-INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $4K | <0.1% | |
| SCHWAB MANAGED RET TRUST FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $3K | <0.1% |
