Fred Green signed Herrick, Feinstein LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Herrick, Feinstein LLP's EIN is 13-2991662.
Download the official 2024 Form 5500 (PDF) for Herrick, Feinstein LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Herrick, Feinstein LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLAGSTAR ADVISORS | 13-4120476 | — | NONE | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $17.9M | 21.8% | |
| LARGE CAP GROWTH FUND III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $10.7M | 13.1% | |
| FLEXPATH STABLE VALUE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $4.8M | 5.9% | |
| GREAT GRAY TRP RET 2030 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $4.8M | 5.8% | |
| NEUBERGER BERMAN GENESIS R6 Registered Investment Company | Common Stocks | — | — | $4.3M | 5.2% | |
| Large Cap Value Fund Class R1 Common Collective Trust Fund | Common Collective Trusts | — | — | $3.7M | 4.5% | |
| FLEXPATH STABLE VALUE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.7M | 4.5% | |
| GREAT GRAY TRP RET 2050 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $3.4M | 4.2% | |
| GREAT GRAY TRP RET 2040 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $2.8M | 3.4% | |
| T Rowe Mid Cap Value Inst Registered Investment Company | Common Stocks | — | — | $2.3M | 2.8% | |
| Vanguard Small Cap Index Admiral Registered Investment Company | Mutual Funds | — | — | $2.3M | 2.8% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | Mutual Funds | — | — | $2.3M | 2.8% | |
| GREAT GRAY TRP RET 2010 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $2.2M | 2.7% | |
| Dodge & Cox Income Fund Registered Investment Company | Mutual Funds | — | — | $2.1M | 2.6% | |
| Fidelity Advisor International Registered Investment Company | Mutual Funds | — | — | $1.6M | 1.9% | |
| American Funds New World R6 Registered Investment Company | Mutual Funds | — | — | $1.4M | 1.8% | |
| Neuberger Berman Real Estate R Registered Investment Company | Common Stocks | — | — | $1.4M | 1.7% | |
| JP Morgan High Yield R6 Registered Investment Company | Common Stocks | — | — | $1.4M | 1.7% | |
| GREAT GRAY TRP RET 2065 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| Vanguard Interm Term Bd Idex A Registered Investment Company | Mutual Funds | — | — | $1.2M | 1.4% | |
| GREAT GRAY TRP RET 2020 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.4% | |
| Goldman Sachs Scap Val Ins R6 Registered Investment Company | Common Stocks | — | — | $971K | 1.2% | |
| Pioneer Strategic Income Cl K Registered Investment Company | Common Stocks | — | — | $848K | 1.0% | |
| MFS Mid Cap Growth Fund R6 Registered Investment Company | Mutual Funds | — | — | $772K | 0.9% | |
| PGIM Global Total Return R6 Registered Investment Company | Common Stocks | — | — | $472K | 0.6% | |
| GREAT GRAY TRP RET 2055 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $404K | 0.5% | |
| Janus Henderson Balanced N Registered Investment Company | Mutual Funds | — | — | $342K | 0.4% | |
| GREAT GRAY TRP RET 2025 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $318K | 0.4% | |
| Notes receivable from participants Interest rate 4.25% to 9.5% maturing through | Bonds / Notes | — | — | $290K | 0.4% | |
| GREAT GRAY TRP RET 2060 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $272K | 0.3% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $253K | 0.3% | |
| GREAT GRAY TRP RET 2045 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $237K | 0.3% | |
| Nuveen Core Impact Bond R6 Registered Investment Company | U.S. Treasuries | — | — | $144K | 0.2% | |
| GREAT GRAY TRP RET 2035 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $123K | 0.1% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | Mutual Funds | — | — | $86K | 0.1% | |
| Vanguard Fed Money Market Fund Registered Investment Company | Mutual Funds | — | — | $21K | <0.1% | |
| GREAT GRAY TRP RET 2015 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $7K | <0.1% | |
| LARGE CAP VALUE III I1 GREAT GRAY TRUST COMPANY · EIN 38-7289865 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| GALLIARD STABLE RETURN FUND R1 SEI TRUST COMPANY · EIN 26-0819611 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EISNER AMPER LLP | 13-1639826 | — | NONE | $32K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
