Nicole LARK signed Goodwin Procter LLP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goodwin Procter LLP's EIN is 04-1378465.
Download the official 2023 Form 5500 (PDF) for Goodwin Procter LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Goodwin Procter LLP's plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $38K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $178.6M | 18.1% | |
| Fidelity Contrafund Pool Common collective trust | Common Collective Trusts | — | — | $147.5M | 15.0% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $147.5M | 15.0% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $124.7M | 12.7% | |
| FIAM Target Date 2035 Pool R Common collective trust | Common Collective Trusts | — | — | $49.5M | 5.0% | |
| FID FRDM BLND 2035 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $49.5M | 5.0% | |
| FIAM Target Date 2055 Pool R Common collective trust | Common Collective Trusts | — | — | $41.9M | 4.3% | |
| FID FRDM BLND 2055 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $41.9M | 4.3% | |
| FIAM Target Date 2040 Pool R Common collective trust | Common Collective Trusts | — | — | $40.6M | 4.1% | |
| FID FRDM BLND 2040 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $40.6M | 4.1% | |
| FIAM Target Date 2050 Pool R Common collective trust | Common Collective Trusts | — | — | $40.3M | 4.1% | |
| FID FRDM BLND 2050 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $40.3M | 4.1% | |
| FIAM Target Date 2030 Pool R Common collective trust | Common Collective Trusts | — | — | $36.8M | 3.7% | |
| FID FRDM BLND 2030 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $36.8M | 3.7% | |
| Fidelity Total Market Index Mutual fund | Common Collective Trusts | — | — | $36.6M | 3.7% | |
| Fidelity Institutional Money Market Money market fund | Mutual Funds | — | — | $33.5M | 3.4% | |
| FIAM Target Date 2045 Pool R Common collective trust | Common Collective Trusts | — | — | $28.7M | 2.9% | |
| FID FRDM BLND 2045 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $28.7M | 2.9% | |
| Conestoga SMid Cap Investors Mutual fund | Other securities | — | — | $26.6M | 2.7% | |
| Fidelity Extended Market Index Mutual fund | Mutual Funds | — | — | $25.3M | 2.6% | |
| Fidelity Diversified International K6 Mutual fund | Mutual Funds | — | — | $24.8M | 2.5% | |
| Diamond Hill Large CAP Y Mutual fund | Other securities | — | — | $21.0M | 2.1% | |
| Vanguard Intermediate-Term Investment-Grade Fund Admiral Mutual fund | Mutual Funds | — | — | $19.2M | 1.9% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $17.8M | 1.8% | |
| FIAM Target Date 2025 Pool R Common collective trust | Common Collective Trusts | — | — | $15.5M | 1.6% | |
| FID FRDM BLND 2025 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $15.5M | 1.6% | |
| FIAM Target Date 2060 Pool R Common collective trust | Common Collective Trusts | — | — | $13.5M | 1.4% | |
| FID FRDM BLND 2060 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $13.5M | 1.4% | |
| Vanguard Explorer Value Fund Investor Mutual fund | Mutual Funds | — | — | $11.3M | 1.1% | |
| BTC TOTAL RETURN BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $11.2M | 1.1% | |
| Fidelity U.S. Bond Index Mutual fund | Mutual Funds | — | — | $9.3M | 0.9% | |
| FIAM Target Date 2020 Pool R Common collective trust | Common Collective Trusts | — | — | $8.1M | 0.8% | |
| FID FRDM BLND 2020 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $8.1M | 0.8% | |
| Hartford Schroders Emerging Markets Equity Fund Mutual fund | Other securities | — | — | $6.5M | 0.7% | |
| Fidelity Real Estate Investment Portfolio Mutual fund | Mutual Funds | — | — | $5.1M | 0.5% | |
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $4.1M | 0.4% | |
| FIAM Target Date 2065 Pool R Common collective trust | Common Collective Trusts | — | — | $1.6M | 0.2% | |
| FID FRDM BLND 2065 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| FIAM Target Date 2015 Pool R Common collective trust | Common Collective Trusts | — | — | $1.5M | 0.2% | |
| FID FRDM BLND 2015 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $1.5M | 0.2% | |
| FIAM Target Date 2010 Pool R Common collective trust | Common Collective Trusts | — | — | $1.1M | 0.1% | |
| FID FRDM BLND 2010 R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $1.1M | 0.1% | |
| FIAM Target Date Income R Common collective trust | Common Collective Trusts | — | — | $782K | <0.1% | |
| FID FRDM BLEND INC R FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $782K | <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 |
|---|---|---|---|---|---|
| CITRIN COOPERMAN | 22-2428965 | — | ACCOUNTANT/AUDITOR | $19K | — |
