Jennifer Kordell signed CRA International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CRA International, Inc.'s EIN is 04-2372210.
Download the official 2024 Form 5500 (PDF) for CRA International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CRA International, Inc.'s plan includes 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 | $116K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — | NONE | $82K | — |
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 500 INDEX Mutual funds | Common Collective Trusts | — | — | $99.9M | 29.9% | |
| AMERICAN CENTURY BALANCED I Mutual funds | Other securities | — | — | $33.6M | 10.0% | |
| FIDELITY MID CAP INDEX Mutual funds | Mutual Funds | — | — | $20.9M | 6.2% | |
| SCHWAB SELECT LARGE CAP GROWTH Mutual funds | Mutual Funds | — | — | $19.9M | 6.0% | |
| WILMGTTR CIT II GALLIARD RET INC FD WILMINGTON TRUST, N.A. · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $19.3M | 5.8% | |
| FIDELITY SMALL CAP INDEX Mutual funds | Mutual Funds | — | — | $17.8M | 5.3% | |
| Schwab Personal Choice Ret Acct Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $13.8M | 4.1% | |
| AMERICAN MUTUAL FUND R6 Mutual funds | Other securities | — | — | $11.7M | 3.5% | |
| FIDELITY GLOBAL EX US INDEX Mutual funds | Mutual Funds | — | — | $11.6M | 3.5% | |
| PIMCO TOTAL RETURN FUND Mutual funds | Mutual Funds | — | — | $10.3M | 3.1% | |
| EUROPACIFIC GROWTH R6 Mutual funds | Other securities | — | — | $9.6M | 2.9% | |
| FIDELITY US BOND INDEX Mutual funds | Mutual Funds | — | — | $9.4M | 2.8% | |
| VICTORY ESTABLISHED VALUE I Mutual funds | Other securities | — | — | $8.0M | 2.4% | |
| INVESCO OPPE DEVELOPING MKTS Y Mutual funds | Mutual Funds | — | — | $6.8M | 2.0% | |
| JPMORGAN MIDCAP GROWTH I Mutual funds | Other securities | — | — | $6.7M | 2.0% | |
| FIDELITY CAPITAL INCOME Mutual funds | Mutual Funds | — | — | $4.9M | 1.5% | |
| PIMCO REAL RETURN FUND - INSTL Mutual funds | Mutual Funds | — | — | $4.7M | 1.4% | |
| BARON SMALL CAP FUND Mutual funds | Other securities | — | — | $4.6M | 1.4% | |
| FIDELITY REAL ESTATE INDEX Mutual funds | Mutual Funds | — | — | $4.6M | 1.4% | |
| VICTORY INTEGRITY SCAP VALUE Y Mutual funds | Other securities | — | — | $3.3M | 1.0% | |
| PIMCO INTL BOND USD HDGD INSTL Mutual funds | Mutual Funds | — | — | $2.3M | 0.7% | |
| COHEN & STEERS GLOBAL REALTY Mutual funds | Other securities | — | — | $1.5M | 0.4% | |
| TROWE PRICE RETIREMENT 2040 I Mutual funds | Mutual Funds | — | — | $1.4M | 0.4% | |
| TROWE PRICE RETIREMENT 2030 I Mutual funds | Mutual Funds | — | — | $1.3M | 0.4% | |
| TROWE PRICE RETIREMENT 2045 I Mutual funds | Mutual Funds | — | — | $1.1M | 0.3% | |
| maturing dates through December 2028 - | Other securities | — | — | $854K | 0.3% | |
| TROWE PRICE RETIREMENT 2025 I Mutual funds | Mutual Funds | — | — | $808K | 0.2% | |
| PIMCO COMMODITY REAL RET INSTL Mutual funds | Mutual Funds | — | — | $711K | 0.2% | |
| TROWE PRICE RETIREMENT 2065 I Mutual funds | Mutual Funds | — | — | $580K | 0.2% | |
| TROWE PRICE RETIREMENT 2055 I Mutual funds | Mutual Funds | — | — | $529K | 0.2% | |
| TROWE PRICE RETIREMENT 2060 I Mutual funds | Mutual Funds | — | — | $437K | 0.1% | |
| TROWE PRICE RETIREMENT 2050 I Mutual funds | Mutual Funds | — | — | $345K | 0.1% | |
| TROWE PRICE RETIREMENT 2035 I Mutual funds | Mutual Funds | — | — | $305K | <0.1% | |
| TROWE PRICE RETIREMENT 2020 I Mutual funds | Mutual Funds | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| GOLDMAN SACHS ASSET MANAGEMENT | 13-3575636 | — | NONE | $41K | — |
| TORTOISE INVESTMENT MANAGEMENT | 20-1723529 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $578 | — |
