Jerome Caulfield signed Carter Ledyard & Milburn LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carter Ledyard & Milburn LLP's EIN is 13-4986540.
Download the official 2024 Form 5500 (PDF) for Carter Ledyard & Milburn LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carter Ledyard & Milburn LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | -$74K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $99.3M | 99.6% | |
| CARTER LEDYARD & MILBURN LLP MASTER CARTER LEDYARD & MILBURN LLP · EIN 04-3393540 / PN 001 | Master Trust | — | — | $99.3M | 99.6% |
