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 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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLAGSTAR ADVISORS | 13-4120476 | — | NONE | $12K | — |
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 | — | — | $8.2M | 25.0% | |
| GREAT GRAY TRP RET 2050 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289838 / PN 001 | Common Collective Trust | — | — | $3.8M | 11.8% | |
| LARGE CAP GROWTH FUND III R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $3.0M | 9.3% | |
| LARGE CAP VALUE FUND CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7264544 / PN 707 | Common Collective Trust | — | — | $1.7M | 5.1% | |
| VANGUARD INTERM TERM BD IDX A Registered Investment Company | Common Collective Trusts | — | — | $1.2M | 3.8% | |
| GREAT GRAY TRP RET 2055 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289839 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.7% | |
| GREAT GRAY TRP RET 2040 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289836 / PN 001 | Common Collective Trust | — | — | $1.2M | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company | Mutual Funds | — | — | $1.1M | 3.5% | |
| FLEXPATH STABLE VALUE CLASS R1 GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.0M | 3.2% | |
| Vanguard Mid Cap Index Admiral Registered Investment Company | Mutual Funds | — | — | $1.0M | 3.1% | |
| GREAT GRAY TRP RET 2010 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289830 / PN 001 | Common Collective Trust | — | — | $1.0M | 3.1% | |
| GREAT GRAY TRP RET 2060 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289840 / PN 001 | Common Collective Trust | — | — | $951K | 2.9% | |
| GG TRP RETDATE2020 TRFEE CL R1 Common Collective Trust Fund | Common Collective Trusts | — | — | $893K | 2.7% | |
| GREAT GRAY TRP RET 2020 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289832 / PN 001 | Common Collective Trust | — | — | $893K | 2.7% | |
| Vanguard Total Intl Stock Index Admiral Registered Investment Company | Mutual Funds | — | — | $737K | 2.3% | |
| T Rowe Mid Cap Value Inst Registered Investment Company | Common Stocks | — | — | $717K | 2.2% | |
| GREAT GRAY TRP RET 2035 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289835 / PN 001 | Common Collective Trust | — | — | $706K | 2.2% | |
| GREAT GRAY TRP RET 2030 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289834 / PN 001 | Common Collective Trust | — | — | $672K | 2.1% | |
| Dodge & Cox Income Fund Registered Investment Company | Mutual Funds | — | — | $443K | 1.4% | |
| Neuberger Berman Genesis R6 Registered Investment Company | Common Stocks | — | — | $379K | 1.2% | |
| Fidelity Advisor International Registered Investment Company | Mutual Funds | — | — | $305K | 0.9% | |
| Neuberger Berman Real Estate R Registered Investment Company | Common Stocks | — | — | $301K | 0.9% | |
| GREAT GRAY TRP RET 2045 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289837 / PN 001 | Common Collective Trust | — | — | $296K | 0.9% | |
| GREAT GRAY TRP RET 2025 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289833 / PN 001 | Common Collective Trust | — | — | $268K | 0.8% | |
| GG TR TRP Ret 2025 Trust Fee CL R1 Common Collective Trust Fund | Common Collective Trusts | — | — | $268K | 0.8% | |
| American Funds New World R6 Registered Investment Company | Mutual Funds | — | — | $213K | 0.7% | |
| Janus Henderson Balanced N Registered Investment Company | Mutual Funds | — | — | $209K | 0.6% | |
| JP Morgan High Yield R6 Registered Investment Company | Common Stocks | — | — | $208K | 0.6% | |
| Notes receivable from participants Interest rates 4.25% to 9.5%, maturing | Bonds / Notes | — | — | $175K | 0.5% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $175K | 0.5% | |
| Nuveen Core Impact Bond R6 Registered Investment Company | U.S. Treasuries | — | — | $123K | 0.4% | |
| Pioneer Strategic Income Cl K Registered Investment Company | Common Stocks | — | — | $111K | 0.3% | |
| Vanguard Fed Money Market Fund Registered Investment Company | Mutual Funds | — | — | $82K | 0.3% | |
| GREAT GRAY TRP RET 2065 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289841 / PN 001 | Common Collective Trust | — | — | $79K | 0.2% | |
| Vanguard Real Estate Index Admiral Registered Investment Company | Mutual Funds | — | — | $67K | 0.2% | |
| PGIM Global Total Return R6 Registered Investment Company | Common Stocks | — | — | $53K | 0.2% | |
| MFS Mid Cap Growth Fund R6 Registered Investment Company | Mutual Funds | — | — | $35K | 0.1% | |
| Goldman Sachs Scap Val Ins R6 Registered Investment Company | Common Stocks | — | — | $9K | <0.1% | |
| GG TR Retdate 2015 TR Free CL R1 Common Collective Trust Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| GREAT GRAY TRP RET 2015 TR I1 GREAT GRAY TRUST COMPANY · EIN 38-7289831 / PN 001 | Common Collective Trust | — | — | $6K | <0.1% | |
| STABLE VALUE FUND CLASS R1 WILMINGTON TRUST, N.A. · EIN 38-4065313 / PN 399 | 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 |
|---|---|---|---|---|---|
| EISNERAMPER LLP | 13-1639826 | — | NONE | $32K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
