Glenn W. DOWD signed Day Pitney LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Day Pitney LLP's EIN is 06-0317480.
Download the official 2024 Form 5500 (PDF) for Day Pitney LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Day Pitney LLP's plan includes profit-sharing, 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 | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 Mutual fund | Common Collective Trusts | — | — | $59.2M | 15.8% | |
| Self-directed investments - Personal Choice Retirement Self-directed brokerage | Self-Directed Brokerage | — | — | $51.0M | 13.6% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $25.6M | 6.8% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $25.6M | 6.8% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $21.9M | 5.8% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $20.9M | 5.6% | |
| JPMorgan Large Cap Growth R6 Mutual fund | Other securities | — | — | $20.1M | 5.4% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $19.0M | 5.1% | |
| Vanguard Midcap Index Institutional Class Mutual fund | Mutual Funds | — | — | $16.9M | 4.5% | |
| T ROWE PRICE RET 2040 ACTIVE TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $15.5M | 4.1% | |
| Vanguard Smallcap Index Institutional Class Mutual fund | Mutual Funds | — | — | $13.6M | 3.6% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $11.7M | 3.1% | |
| Vanguard Equity Income Admiral Class Mutual fund | Mutual Funds | — | — | $10.4M | 2.8% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $9.2M | 2.5% | |
| Vanguard Total Bond Market Index Fund Institutional Class Mutual fund | Common Collective Trusts | — | — | $9.0M | 2.4% | |
| VANGUARD TOTAL INTL STK INSTL Registered Investment Company | Mutual Funds | — | — | $8.4M | 2.2% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $8.4M | 2.2% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.7% | |
| Europacific Growth R6 Mutual Fund | Other securities | — | — | $6.2M | 1.7% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $5.8M | 1.5% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.3M | 0.6% | |
| Nuveen Real Estate Secs R6 Mutual fund | Mutual Funds | — | — | $2.2M | 0.6% | |
| account * Notes receivable from Participants Interest rate ranging | Other securities | — | — | $1.5M | 0.4% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $846K | 0.2% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $253K | <0.1% | |
| T.ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $187K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FRONTIER ASSET MANAGEMENT LLC |
| 83-0331917 |
| — |
| NONE |
| $33K |
| — |
| CAPITAL MGMT SERVICE INC | 43-1410129 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $38K | — |
| EISNERAMPER LLP | 87-1363769 | — | NONE | $31K | — |
| TFC FINANCIAL MANAGEMENT INC. | 04-2715788 | — | NONE | $19K | — |
| FIERSTON FINANCIAL GROUP INC | 06-1255884 | — | NONE | $12K | — |
| BRADLEY FOSTER & SARGENT INC | 06-1380515 | — | NONE | $8K | — |
| COMMONWEALTH EQUITY SERVICES I | 04-2675571 | — | NONE | $8K | — |
| WEALTH ENHANCEMENT ADVISORY SE | 41-2016508 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
