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 a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVANCED CAPITAL GROUP | 41-1921960 | — | NONE | $56K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Federal Home Loan Mortgage FEDERAL HOME LN 2.26% 1/25/29 | Agency / Mortgage-Backed | — | $5.8M | $5.8M | 3.8% | |
| Vanguard 500 INDEX F | Common Collective Trusts | — | $4.6M | $5.7M | 3.7% | |
| Cisco Systems, Inc. CISCO SYSTEMS, I 4.85% 2/26/29 | Bonds / Notes | — | $3.0M | $3.0M | 2.0% | |
| U.S. Department of the Treasury US TREASU NT 4.125% 10/31/27 | Bonds / Notes | — | $3.0M | $3.0M | 1.9% | |
| U.S. Department of the Treasury US TREASU NT 3.875% 9/30/29 | Bonds / Notes | — | $3.0M | $2.9M | 1.9% | |
| U.S. Department of the Treasury US TREASUR NT 1.25%0 | Bonds / Notes | — | $2.7M | $2.7M | 1.8% | |
| Wells Fargo & Company WELLS FARGO & CO VA 7/25/29 | Common Stocks | — | $2.6M | $2.5M | 1.6% | |
| Citigroup Inc. CITIGROUP INC 3.2000% 10/21/26 | Bonds / Notes | — | $2.4M | $2.4M | 1.6% | |
| Corporation John Deere Capital Corporation JOHN DEERE CAPIT 4.95% 7/14/28 | Bonds / Notes | — | $2.1M | $2.0M | 1.3% | |
| FL The Royal Bank of Canada ROYAL BK CDA GL 4.9500% 02/01/29 | Bonds / Notes | — | $2.0M | $2.0M | 1.3% | |
| U.S. Department of the Treasury US TREASUR NT 4.25% 10/15/25 | Bonds / Notes | — | $2.0M | $2.0M | 1.3% | |
| PepsiCo, Inc. PEPSICO, IN 4.5% 7/17/29 | Bonds / Notes | — | $2.1M | $2.0M | 1.3% | |
| Mondelez International, Inc. MONDELEZ INTERNT 4.75% 2/20/29 | Bonds / Notes | — | $2.0M | $2.0M | 1.3% | |
| U.S. Department of the Treasury US TREASU NT 4.125% 7/31/28 | Bonds / Notes | — | $2.0M | $2.0M | 1.3% | |
| U.S. Department of the Treasury US TREASU NT 4.125% 3/31/29 | Bonds / Notes | — | $2.1M | $2.0M | 1.3% | |
| Eli Lilly and Company LILLY ELI & CO 4.5% 2/09/29 | Bonds / Notes | — | $2.0M | $2.0M | 1.3% | |
| U.S. Department of the Treasury US TREASU NT 3.875% 12/31/27 | Bonds / Notes | — | $2.0M | $2.0M | 1.3% | |
| U.S. Department of the Treasury US TREASUR NT 3.25% 6/30/27 | Bonds / Notes | — | $2.0M | $2.0M | 1.3% | |
| Corporation Federal Home Loan Mortgage FHLMC 3.85% 5/25/28 | Agency / Mortgage-Backed | — | $2.0M | $2.0M | 1.3% | |
| General Dynamics Corporation GENERAL DYNAMICS CORP 3.75% 5/15/28 | Bonds / Notes | — | $2.0M | $1.9M | 1.3% | |
| BP Capital Markets p.l.c. BP CAPITAL MKTS 3.937% 9/21/28 | Bonds / Notes | — | $2.0M | $1.9M | 1.3% | |
| Bank of America BANK AMER CORP 3.97% 3/05/29 | Bonds / Notes | — | $1.9M | $1.9M | 1.3% | |
| JPMorgan Chase Bank, N.A. JPMORGAN CHASE & CO 4.005% 4/23/29 | Bonds / Notes | — | $2.0M | $1.9M | 1.3% | |
| US Bank US BANCORP MTN 3.1500% 04/27/27 | Bonds / Notes | — | $1.9M | $1.9M | 1.3% | |
| Corporation Federal Home Loan Mortgage FHLMC 3.78% 10/25/28 | Agency / Mortgage-Backed | — | $2.0M | $1.9M | 1.3% | |
| The Home Depot, Inc. THE HOME DEPOT, 2.875% 4/15/27 | Bonds / Notes | — | $1.9M | $1.9M | 1.3% | |
| UnitedHealth Group Incorporated UNITEDHEALTH GR 3.875% 12/15/28 | Bonds / Notes | — | $1.9M | $1.9M | 1.3% | |
| United Parcel Service, Inc. UNITED PARCEL SR 3.0500% 11/15/27 | Bonds / Notes | — | $1.9M | $1.9M | 1.2% | |
| U.S. Department of the Treasury US TREASU NT 1.625%0 | Bonds / Notes | — | $1.9M | $1.9M | 1.2% | |
| and Clinics U.S. Department of the Treasury US TREAS NT 2.875% 8/15/28 | U.S. Treasuries | — | $1.9M | $1.9M | 1.2% | |
| International Business Machines INTERNTNL BUSINES 3.5% 5/15/29 | Bonds / Notes | — | $1.9M | $1.9M | 1.2% | |
| U.S. Department of the Treasury US TREASU NT 3.125%0 | Bonds / Notes | — | $2.0M | $1.9M | 1.2% | |
| Blackrock BLACKROCK, IN 3.25% 4/30/29 | Bonds / Notes | — | $1.9M | $1.9M | 1.2% | |
| Merck & Co., Inc. MERCK & C 1.7% 6/10/27 | Bonds / Notes | — | $1.8M | $1.9M | 1.2% | |
| U.S. Department of the Treasury US TREASU NT 2.625% 2/15/29 | Bonds / Notes | — | $1.9M | $1.9M | 1.2% | |
| U.S. Department of the Treasury US TREASUR NT 1.25%0 | Bonds / Notes | — | $1.8M | $1.8M | 1.2% | |
| U.S. Department of the Treasury US TREASUR NT 1.25%0 | Bonds / Notes | — | $1.8M | $1.8M | 1.2% | |
| Vanguard MID CAP INDEX FUND ADMIRAL | Common Collective Trusts | — | $1.6M | $1.8M | 1.2% | |
| City of Dallas, TX DALLAS TX ISD 5% 2/15/27 | Other securities | — | $1.5M | $1.5M | 1.0% | |
| Toyota Lease Owner Trust TOYOTA LEASE OWN 5.2 5.25% 4/20/27 | Bonds / Notes | — | $1.5M | $1.5M | 1.0% | |
| Morgan Stanley MORGAN STANLEY VA 7/20/29 | Other securities | — | $1.6M | $1.5M | 1.0% | |
| Bank of America BANK OF AMERICA 3.875% 8/01/25 | Bonds / Notes | — | $1.5M | $1.5M | 1.0% | |
| Sysco Corporation SYSCO CORPORATIO 3.75% 10/01/25 | Bonds / Notes | — | $1.5M | $1.5M | 1.0% | |
| Comcast Corporation COMCAST CORP 4.1500% 10/15/28 | Bonds / Notes | — | $1.5M | $1.5M | 1.0% | |
| Corporation Federal Home Loan Mortgage FHLMC 2.653% 8/25/26 | Agency / Mortgage-Backed | — | $1.4M | $1.5M | 0.9% | |
| U.S. Department of the Treasury US TREASURY 3.125%1 | U.S. Treasuries | — | $1.4M | $1.4M | 0.9% | |
| U.S. Department of the Treasury US TREASURY 2.875% 5/15/28 | U.S. Treasuries | — | $1.4M | $1.4M | 0.9% | |
| U.S. Department of the Treasury US TREASU NT 1.125%0 | Bonds / Notes | — | $1.3M | $1.4M | 0.9% | |
| State of Minnesota ST HS 3.794% 7/01/29 | Bonds / Notes | — | $1.4M | $1.3M | 0.9% | |
| City of Miami Beach, FL MIAMI BEACH FL 4.6720% 05/01/28 | Bonds / Notes | — | $1.1M | $1.1M | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
