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 |
|---|---|---|---|---|---|
| MILLIMAN INC | 91-0675641 | — | NONE | $19K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $162 | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 N/R | Mutual Funds | — | — | $5.5M | 17.4% | |
| Fund Vanguard Institutional Index Fund N/R | Common Collective Trusts | — | — | $4.9M | 15.3% | |
| Institutional Shares Vanguard Target Retirement 2045 N/R | Mutual Funds | — | — | $3.0M | 9.5% | |
| Fund Vanguard Target Retirement 2050 N/R | Mutual Funds | — | — | $2.5M | 7.8% | |
| Fund Vanguard Target Retirement 2040 N/R | Mutual Funds | — | — | $1.8M | 5.5% | |
| Charles Schwab Self-directed brokerage accounts N/R | Self-Directed Brokerage | — | — | $1.6M | 5.1% | |
| Fund Vanguard Target Retirement 2060 N/R | Mutual Funds | — | — | $1.6M | 5.0% | |
| Fund New York Life Investment NYLI Winslow Large Cap Growth N/R | Common Stocks | — | — | $1.6M | 5.0% | |
| Management, LLC Class R6 Vanguard Growth Index Fund Admiral N/R | Common Collective Trusts | — | — | $1.2M | 3.9% | |
| Shares Dodge & Cox Dodge & Cox Stock Fund Class X N/R | Mutual Funds | — | — | $1.2M | 3.8% | |
| VANGUARD TOTAL INTL STK INSTL Registered Investment Company | Mutual Funds | — | — | $638K | 2.0% | |
| Index Fund Institutional Shares Vanguard Explorer Fund Admiral N/R | Common Collective Trusts | — | — | $534K | 1.7% | |
| VANGUARD MIDCAP INDEX INSTL Registered Investment Company | Mutual Funds | — | — | $493K | 1.6% | |
| GALLIARD STABLE RETURN FUND C GALLIARD CAPITAL MANAGEMENT · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $416K | 1.3% | |
| Institutional Shares Artisan Partners Funds Artisan Mid Cap Fund Institutional N/R | Other securities | — | — | $381K | 1.2% | |
| ARTISAN MIDCAP INSTL Registered Investment Company | Common Stocks | — | — | $381K | 1.2% | |
| Class Vanguard Small-Cap Index Fund N/R | Common Collective Trusts | — | — | $370K | 1.2% | |
| Institutional Shares JPMorgan Mid Cap Value Fund Class N/R | Other securities | — | — | $339K | 1.1% | |
| R6 Calamos Investments Calamos Growth and Income Fund N/R | Other securities | — | — | $331K | 1.0% | |
| Class R6 Vanguard Target Retirement 2035 N/R | Mutual Funds | — | — | $327K | 1.0% | |
| Fund Vanguard Target Retirement 2030 N/R | Mutual Funds | — | — | $312K | 1.0% | |
| Fund Vanguard Total Bond Market Index N/R | Mutual Funds | — | — | $301K | 0.9% | |
| Fund Institutional Shares Vanguard Inflation-Protected N/R | Mutual Funds | — | — | $279K | 0.9% | |
| Securities Fund Institutional Shares Vanguard Target Retirement 2025 N/R | Mutual Funds | — | — | $232K | 0.7% | |
| Fund Artisan Partners Funds Artisan International Institutional Fund N/R | Common Stocks | — | — | $231K | 0.7% | |
| PARTICIPANT LOANS (4.25% - 9.5%) | Bonds / Notes | — | — | $208K | 0.7% | |
| Notes Receivable From Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $208K | 0.7% | |
| Vanguard International Value Fund N/R | Mutual Funds | — | — | $198K | 0.6% | |
| Investor Shares Macquarie Small Cap Value Fund N/R | Other securities | — | — | $192K | 0.6% | |
| Class R6 Vanguard Value Index Admiral Shares N/R | Mutual Funds | — | — | $166K | 0.5% | |
| Vanguard Target Retirement 2065 N/R | Mutual Funds | — | — | $149K | 0.5% | |
| SCHWAB FUNDMTL INT SMMID INDEX Registered Investment Company | Mutual Funds | — | — | $129K | 0.4% | |
| Fund * Schwab Funds Schwab Fundamental International N/R | Mutual Funds | — | — | $129K | 0.4% | |
| Small Equity Index Fund PIMCO High Yield Fund Institutional N/R | Common Collective Trusts | — | — | $116K | 0.4% | |
| Class Vanguard Short-Term Inflation- N/R | Mutual Funds | — | — | $111K | 0.4% | |
| Protected Securities Index Fund Admiral Shares Vanguard Emerging Markets Stock N/R | Common Collective Trusts | — | — | $105K | 0.3% | |
| Index Fund Admiral Shares Baird Core Plus Bond Fund Class N/R | Common Collective Trusts | — | — | $101K | 0.3% | |
| Institutional Vanguard Target Retirement 2070 N/R | Mutual Funds | — | — | $85K | 0.3% | |
| Fund Vanguard Real Estate Index Fund N/R | Common Collective Trusts | — | — | $52K | 0.2% | |
| Admiral Shares Vanguard Total International Bond N/R | Mutual Funds | — | — | $16K | <0.1% |
