Carrie Isaacson signed Fish & Richardson P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fish & Richardson P.C.'s EIN is 04-3254521.
Download the official 2024 Form 5500 (PDF) for Fish & Richardson P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fish & Richardson P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | NONE | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEX FUND ADVISORS INC |
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 N/R | Common Collective Trusts | — | — | $95.7M | 14.9% | |
| Institutional Shares New York Life Investment NYLI Winslow Large Cap Growth Class N/R | Other securities | — | — | $53.1M | 8.3% | |
| Investor Shares * Charles Schwab Self-directed brokerage accounts N/R | Self-Directed Brokerage | — | — | $47.5M | 7.4% | |
| Management LLC R6 Dodge & Cox Dodge & Cox Stock Fund Class X N/R | Mutual Funds | — | — | $47.5M | 7.4% | |
| Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $33.2M | 5.2% | |
| Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $30.9M | 4.8% | |
| Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $30.6M | 4.8% | |
| Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $29.5M | 4.6% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MANAGEMENT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $25.6M | 4.0% | |
| Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $22.5M | 3.5% | |
| Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $16.7M | 2.6% | |
| Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $16.1M | 2.5% | |
| Institutional Shares Vanguard Total International Stock Index N/R | Mutual Funds | — | — | $14.8M | 2.3% | |
| Fund Institutional Shares Vanguard Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $13.1M | 2.1% | |
| Institutional Shares Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $11.8M | 1.8% | |
| Artisan Partners Funds Artisan Mid Cap Fund Institutional Class N/R | Other securities | — | — | $11.7M | 1.8% | |
| Vanguard International Value Fund N/R | Mutual Funds | — | — | $11.4M | 1.8% | |
| Investor Shares Vanguard Explorer Fund Admiral Shares N/R | Mutual Funds | — | — | $11.4M | 1.8% | |
| Vanguard Small-Cap Index Fund N/R | Common Collective Trusts | — | — | $11.0M | 1.7% | |
| Institutional Shares Vanguard Growth Index Fund Admiral N/R | Common Collective Trusts | — | — | $10.7M | 1.7% | |
| Shares Calamos Growth and Income Fund Class N/R | Other securities | — | — | $10.6M | 1.7% | |
| R6 JPMorgan Mid Cap Value Fund Class R6 N/R | Other securities | — | — | $10.6M | 1.6% | |
| Artisan Partners Funds Artisan International Institutional Fund N/R | Other securities | — | — | $10.0M | 1.6% | |
| Baird Core Plus Bond Fund Class N/R | Other securities | — | — | $9.7M | 1.5% | |
| Institutional Vanguard Real Estate Index Fund N/R | Common Collective Trusts | — | — | $8.2M | 1.3% | |
| Admiral Shares Macquarie Small Cap Value Fund Class N/R | Other securities | — | — | $7.1M | 1.1% | |
| R6 Vanguard Inflation-Protected Securities N/R | Mutual Funds | — | — | $5.6M | 0.9% | |
| Fund Institutional Shares Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $5.5M | 0.9% | |
| PIMCO High Yield Fund Institutional N/R | Mutual Funds | — | — | $4.5M | 0.7% | |
| Class Vanguard Value Index Admiral Shares N/R | Mutual Funds | — | — | $3.9M | 0.6% | |
| Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $3.7M | 0.6% | |
| Vanguard Emerging Markets Stock Index N/R | Mutual Funds | — | — | $2.5M | 0.4% | |
| Fund Admiral Shares Vanguard Total International Bond Index N/R | Mutual Funds | — | — | $2.4M | 0.4% | |
| Notes Receivable From Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $2.4M | 0.4% | |
| Fund Admiral Shares Vanguard Real Estate Index Fund N/R | Common Collective Trusts | — | — | $2.3M | 0.4% | |
| Schwab Funds Schwab Fundamental International Small N/R | Mutual Funds | — | — | $912K | 0.1% | |
| Equity Index Fund Vanguard Short-Term Inflation-Protected N/R | Common Collective Trusts | — | — | $911K | 0.1% | |
| Admiral Shares Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $582K | <0.1% | |
| Securities Index Fund Admiral Shares Vanguard Target Retirement 2070 Fund N/R | Common Collective Trusts | — | — | $12K | <0.1% | |
| Charles Schwab Interest-bearing cash N/R | Mutual Funds | — | — | $6K | <0.1% | |
| Baird 39-6037917 | Other securities | — | — | $1K | <0.1% | |
| Charles Schwab Government Money Fund N/R | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 46-3096907 |
| — |
| NONE |
| $6K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN INC | 91-0675641 | — | NONE | $74K | — |
| ADVANCED CAPITAL GROUP INC | 41-1921960 | — | NONE | $56K | — |
| WOLD FINANCIAL GROUP LLC | 82-4312429 | — | NONE | $24K | — |
| MAKROD INVESTMENT ASSOCIATES I | 22-2034385 | — | NONE | $15K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $1 | — |
