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 profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
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 | -$6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
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 Contrafund Pool Common collective trust | Common Collective Trusts | — | — | $48.9M | 16.6% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $48.9M | 16.6% | |
| Self-directed brokerage accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $35.9M | 12.2% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $34.5M | 11.7% | |
| FIAM Target Date 2035 Pool R Common collective trust | Common Collective Trusts | — | — | $17.7M | 6.0% | |
| FID FRDM BLND 2035 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $17.7M | 6.0% | |
| FIAM Target Date 2040 Pool R Common collective trust | Common Collective Trusts | — | — | $17.4M | 5.9% | |
| FID FRDM BLND 2040 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $17.4M | 5.9% | |
| FIAM Target Date 2030 Pool R Common collective trust | Common Collective Trusts | — | — | $17.0M | 5.8% | |
| FID FRDM BLND 2030 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $17.0M | 5.8% | |
| FIAM Target Date 2045 Pool R Common collective trust | Common Collective Trusts | — | — | $12.4M | 4.2% | |
| FID FRDM BLND 2045 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $12.4M | 4.2% | |
| FIAM Target Date 2050 Pool R Common collective trust | Common Collective Trusts | — | — | $11.8M | 4.0% | |
| FID FRDM BLND 2050 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $11.8M | 4.0% | |
| Fidelity Institutional Money Market Money market fund | Mutual Funds | — | — | $11.5M | 3.9% | |
| FIAM Target Date 2025 Pool R Common collective trust | Common Collective Trusts | — | — | $10.6M | 3.6% | |
| FID FRDM BLND 2025 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $10.6M | 3.6% | |
| Fidelity Total Market Index Mutual fund | Common Collective Trusts | — | — | $8.6M | 2.9% | |
| Fidelity Diversified International K6 Mutual fund | Mutual Funds | — | — | $7.9M | 2.7% | |
| Diamond Hill Large CAP Y Mutual fund | Other securities | — | — | $7.3M | 2.5% | |
| Conestoga SMid Cap Investors Mutual fund | Other securities | — | — | $7.2M | 2.5% | |
| Vanguard Intermediate Investment Grade Admiral Mutual fund | Mutual Funds | — | — | $6.0M | 2.0% | |
| Fidelity Extended Market Index Mutual fund | Mutual Funds | — | — | $5.6M | 1.9% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $5.1M | 1.7% | |
| FIAM Target Date 2020 Pool R Common collective trust | Common Collective Trusts | — | — | $4.6M | 1.5% | |
| FID FRDM BLND 2020 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $4.6M | 1.5% | |
| FIAM Target Date 2055 Pool R Common collective trust | Common Collective Trusts | — | — | $4.4M | 1.5% | |
| FID FRDM BLND 2055 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $4.4M | 1.5% | |
| Vanguard Explorer Value Fund Investor Mutual fund | Mutual Funds | — | — | $3.6M | 1.2% | |
| BTC TOTAL RETURN BLACKROCK INST. TRUST COMPANY, N.A. · EIN 47-1246942 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.1% | |
| Fidelity U.S. Bond Index Mutual fund | Mutual Funds | — | — | $2.9M | 1.0% | |
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $2.3M | 0.8% | |
| Hartford Schroders Emerging Markets Equity Fund Mutual fund | Other securities | — | — | $1.8M | 0.6% | |
| Fidelity Real Estate Investment Portfolio Mutual fund | Mutual Funds | — | — | $1.7M | 0.6% | |
| FIAM Target Date 2060 Pool R Common collective trust | Common Collective Trusts | — | — | $1.3M | 0.4% | |
| FID FRDM BLND 2060 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $1.3M | 0.4% | |
| FIAM Target Date 2015 Pool R Common collective trust | Common Collective Trusts | — | — | $675K | 0.2% | |
| FID FRDM BLND 2015 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $675K | 0.2% | |
| FIAM Target Date Income R Common collective trust | Common Collective Trusts | — | — | $647K | 0.2% | |
| FID FRDM BLEND INC R FIAM TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $647K | 0.2% | |
| FIAM Target Date 2065 Pool R Common collective trust | Common Collective Trusts | — | — | $219K | <0.1% | |
| FID FRDM BLND 2065 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $219K | <0.1% | |
| FIAM Target Date 2010 Pool R Common collective trust | Common Collective Trusts | — | — | $85K | <0.1% | |
| FID FRDM BLND 2010 R FIAM TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $85K | <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 | — |
