Mark Elefante signed Hemenway & Barnes LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hemenway & Barnes LLP's EIN is 04-1433295.
Download the official 2024 Form 5500 (PDF) for Hemenway & Barnes LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hemenway & Barnes LLP'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ICAPITAL, LLC | 76-0708798 | — | NONE | $110K | — |
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 Trust Management Company | Mutual Funds | — | — | $10.6M | 15.6% | |
| T Rowe Price | Mutual Funds | — | — | $7.4M | 10.8% | |
| Driehaus Capital Management | Other securities | — | — | $6.7M | 9.8% | |
| Metropolitan West Funds | Other securities | — | — | $5.7M | 8.4% | |
| Macquarie | Other securities | — | — | $5.1M | 7.4% | |
| Invesco | Mutual Funds | — | — | $4.6M | 6.8% | |
| Vanguard | Mutual Funds | — | — | $4.3M | 6.3% | |
| Fidelity Trust Management Company | Mutual Funds | — | — | $3.7M | 5.4% | |
| Eaton Vance | Other securities | — | — | $3.2M | 4.7% | |
| Vanguard | Mutual Funds | — | — | $2.8M | 4.1% | |
| Eaton Vance | Other securities | — | — | $2.7M | 3.9% | |
| Vanguard | Mutual Funds | — | — | $2.3M | 3.3% | |
| Invesco | Mutual Funds | — | — | $2.1M | 3.1% | |
| Gabelli Funds | Other securities | — | — | $1.5M | 2.2% | |
| Federated Hermes | Other securities | — | — | $953K | 1.4% | |
| Fidelity Trust Management Company | Mutual Funds | — | — | $683K | 1.0% | |
| American Century Investments | Other securities | — | — | $462K | 0.7% | |
| SET Trust Company | Common Stocks | — | — | $446K | 0.7% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $446K | 0.7% | |
| Fidelity Trust Management Company | Mutual Funds | — | — | $409K | 0.6% | |
| Notes Receivable from Participants | Other securities | — | — | $224K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $187K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $176K | 0.3% | |
| Fidelity Trust Management Company | Mutual Funds | — | — | $154K | 0.2% | |
| Columbia Threadneedle Investments | Other securities | — | — | $91K | 0.1% | |
| Vanguard | Mutual Funds | — | — | $57K | <0.1% | |
| American Express | Other securities | — | — | $27K | <0.1% | |
| Intuitive Surgical | Other securities | — | — | $26K | <0.1% | |
| Crowdstrike | Other securities | — | — | $26K | <0.1% | |
| Heico | Other securities | — | — | $24K | <0.1% | |
| Broadcom | Other securities | — | — | $23K | <0.1% | |
| Boston Scientific | Other securities | — | — | $22K | <0.1% | |
| Amazon | Other securities | — | — | $22K | <0.1% | |
| Ansys | Other securities | — | — | $20K | <0.1% | |
| Alphabet, Inc. | Common Stocks | — | — | $19K | <0.1% | |
| Ascendis Pharma | Other securities | — | — | $19K | <0.1% | |
| US Treasury/Agency Securities | U.S. Treasuries | — | — | $15K | <0.1% | |
| Merck & Company | Common Stocks | — | — | $10K | <0.1% | |
| Brown Advisory | Other securities | — | — | $4K | <0.1% | |
| Goldman Sachs | Other securities | — | — | $678 | <0.1% | |
| Calvert | Other securities | — | — | $22 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
