Ashley Green signed Brown Rudnick LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Brown Rudnick LLP's EIN is 04-3108175.
Download the official 2024 Form 5500 (PDF) for Brown Rudnick LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Brown Rudnick LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund " | Common Collective Trusts | — | — | $24.4M | 17.3% | |
| Self Directed Accounts Self-directed brokerage account | Self-Directed Brokerage | — | — | $18.9M | 13.4% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $18.6M | 13.2% | |
| JPMorgan Large Cap Growth Fund " | Other securities | — | — | $17.9M | 12.7% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $8.4M | 6.0% | |
| Eaton Vance Atlanta Capital SMID-Cap Fund " | Other securities | — | — | $8.4M | 6.0% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $6.9M | 4.9% | |
| VFTC RETIREMENT SAVINGS TRUST IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $5.9M | 4.2% | |
| MFS Value Fund " | Mutual Funds | — | — | $5.3M | 3.8% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $5.2M | 3.7% | |
| Blackrock Total Return Fund " | Other securities | — | — | $4.8M | 3.4% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $4.6M | 3.3% | |
| Europacific Growth Fund " | Other securities | — | — | $4.5M | 3.2% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $3.6M | 2.6% | |
| AB Discovery Value Fund " | Other securities | — | — | $2.9M | 2.0% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $2.3M | 1.6% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $2.2M | 1.6% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $2.2M | 1.6% | |
| Vanguard Federal Money Market Fund Mutual fund | Mutual Funds | — | — | $2.0M | 1.4% | |
| Vanguard Target Retirement Income Fund " | Mutual Funds | — | — | $1.9M | 1.4% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $1.6M | 1.2% | |
| Vanguard Total Bond Market Index Fund " | Common Collective Trusts | — | — | $1.6M | 1.1% | |
| Vanguard Extended Market Index Fund " | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| INVESCO OPPENHEIMER DEVMKTS R6 Registered Investment Company | Mutual Funds | — | — | $871K | 0.6% | |
| Participant loans (4.25%-9.50%) - | Bonds / Notes | — | — | $309K | 0.2% | |
| OUTSIDE ASSET - Other Assets | Other securities | — | — | $297K | 0.2% | |
| Templeton Foreign Smaller Companies Fund " | Mutual Funds | — | — | $258K | 0.2% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $210K | 0.1% | |
| DWS RREEF Real Assets Fund - Class Inst " | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-4001764 |
| — |
| NONE |
| $35K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLEAKLEY FINANCIAL GROUP LLC | 47-2523848 | — | NONE | $26K | — |
| CARON & BLETZER PLLC | 04-3499945 | — | NONE | $22K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $17K | — |
| PARKER BROWN MACAULAY AND SHEE | 04-3422478 | — | NONE | $15K | — |
| FIRST STATE TRUST COMPANY | 13-3124172 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $436 | — |
