Jessica Jones signed Gerson Lehrman Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gerson Lehrman Group's EIN is 13-4101226.
Download the official 2024 Form 5500 (PDF) for Gerson Lehrman Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gerson Lehrman Group's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $29K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fund * Fidelity Freedom B 2060 Registered Investment Company | Mutual Funds | — | — | $24.2M | 14.5% | |
| FID FRDM 2060 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $24.2M | 14.5% | |
| Fund * Fidelity Freedom B 2055 Registered Investment Company | Mutual Funds | — | — | $17.1M | 10.2% | |
| FID FRDM 2055 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $17.1M | 10.2% | |
| Fund * Fidelity Total Market Index Registered Investment Company | Common Collective Trusts | — | — | $15.1M | 9.0% | |
| Fidelity Blue Chip Growth Registered Investment Company | Mutual Funds | — | — | $14.0M | 8.4% | |
| Index Fund * Fidelity Growth Company Registered Investment Company | Common Collective Trusts | — | — | $12.8M | 7.7% | |
| Fund K * Fidelity Contrafund K6 Registered Investment Company | Mutual Funds | — | — | $10.3M | 6.2% | |
| Fund * Fidelity Freedom B 2050 Registered Investment Company | Mutual Funds | — | — | $9.6M | 5.7% | |
| FID FRDM 2050 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $9.6M | 5.7% | |
| Fund * Fidelity Freedom B 2045 Registered Investment Company | Mutual Funds | — | — | $6.2M | 3.7% | |
| FID FRDM 2045 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $6.2M | 3.7% | |
| Fund * Fidelity Freedom B 2040 Registered Investment Company | Mutual Funds | — | — | $5.3M | 3.1% | |
| FID FRDM 2040 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $5.3M | 3.1% | |
| FID FRDM 2065 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $4.6M | 2.8% | |
| Fund * Fidelity Freedom B 2065 Registered Investment Company | Mutual Funds | — | — | $4.6M | 2.8% | |
| Fidelity Retirement Money Fidelity Government Money Market Fund | Mutual Funds | — | — | $4.6M | 2.7% | |
| Fund * Fidelity Mid-Cap Stock Registered Investment Company | Mutual Funds | — | — | $4.1M | 2.4% | |
| Fidelity Diversified Registered Investment Company | Mutual Funds | — | — | $3.5M | 2.1% | |
| K6 * Fidelity International Fund Registered Investment Company | Mutual Funds | — | — | $3.2M | 1.9% | |
| Fidelity Investment Grade Registered Investment Company | Mutual Funds | — | — | $2.7M | 1.6% | |
| Bond Fund * Fidelity Low-Priced Stock Registered Investment Company | Mutual Funds | — | — | $2.5M | 1.5% | |
| International Fund K * Fidelity Extended Market Registered Investment Company | Mutual Funds | — | — | $2.3M | 1.3% | |
| Fund * Fidelity Freedom B 2035 Registered Investment Company | Mutual Funds | — | — | $2.2M | 1.3% | |
| FID FRDM 2035 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $2.2M | 1.3% | |
| Fund * Fidelity Value Fund K Registered Investment Company | Mutual Funds | — | — | $2.0M | 1.2% | |
| Fund * Fidelity Small Cap Value Registered Investment Company | Mutual Funds | — | — | $1.9M | 1.1% | |
| Market Portfolio * AS Emerging Markets Fund Registered Investment Company | Common Stocks | — | — | $1.7M | 1.0% | |
| Investment Portfolio * Fidelity Small Cap Registered Investment Company | Mutual Funds | — | — | $1.6M | 1.0% | |
| Fund * Fidelity US Bond Index Registered Investment Company | Mutual Funds | — | — | $1.6M | 1.0% | |
| T. Rowe Blue Chip Growth Registered Investment Company | Common Stocks | — | — | $1.6M | 1.0% | |
| Discovery Fund * Fidelity Small Cap Index Registered Investment Company | Mutual Funds | — | — | $1.6M | 0.9% | |
| Fund K * Fidelity Puritan Fund Registered Investment Company | Mutual Funds | — | — | $1.2M | 0.7% | |
| Fidelity Real Estate Registered Investment Company | Mutual Funds | — | — | $1.0M | 0.6% | |
| Fund * Fidelity Freedom B 2030 Registered Investment Company | Mutual Funds | — | — | $975K | 0.6% | |
| FID FRDM 2030 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $975K | 0.6% | |
| Janus Triton T Registered Investment Company | Mutual Funds | — | — | $967K | 0.6% | |
| PGIM High Yield R6 Registered Investment Company | Common Stocks | — | — | $472K | 0.3% | |
| Fund * Fidelity Freedom B 2020 Registered Investment Company | Mutual Funds | — | — | $416K | 0.2% | |
| FID FRDM 2020 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $416K | 0.2% | |
| Fund * Fidelity Freedom B 2025 Registered Investment Company | Mutual Funds | — | — | $263K | 0.2% | |
| FID FRDM 2025 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $263K | 0.2% | |
| Fund * Fidelity Freedom B Income Registered Investment Company | Mutual Funds | — | — | $187K | 0.1% | |
| FID FRDM INC CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $187K | 0.1% | |
| Fidelity Freedom B 2010 Registered Investment Company | Mutual Funds | — | — | $35K | <0.1% | |
| FID FRDM 2010 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $35K | <0.1% | |
| Fund * Fidelity Freedom B 2015 Registered Investment Company | Mutual Funds | — | — | $4K | <0.1% | |
| FID FRDM 2015 CP B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $4K | <0.1% | |
| FID FRDM 2005 CP B FIAM TRUST COMPANY · EIN 20-4659714 / PN 196 | 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 |
|---|---|---|---|---|---|
| WITHUMSMITH+BROWN, P.C. | 22-2027092 | — | ACCOUNTANT/AUDITOR | $25K | — |
