Raquel Lorenzo signed Curtis, Mallet-Prevost, COLT & Mosle LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Curtis, Mallet-Prevost, COLT & Mosle LLP's EIN is 13-5018900.
Download the official 2024 Form 5500 (PDF) for Curtis, Mallet-Prevost, COLT & Mosle LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Curtis, Mallet-Prevost, COLT & Mosle LLP's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | NONE | $90K | — |
| SLC MANAGEMENT | — | NEW YORK, NY | NONE | $53K | — |
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $19K | — |
| WIPFLI LLP | 39-0758449 | — | NONE | $11K | — |
| RELIANCE TRUST COMPANY |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 58-1428634 |
| — |
| NONE |
| $6K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GREAT GRAY CIT DB GROWTH PORTFOLIO GREAT GRAY TRUST COMPANY · EIN 82-0737797 / PN 187 | Common Collective Trust | — | $26.7M | $30.6M | 50.7% | |
| U.S Treasury SEC DTD 08/15/2024 Zero CPN 08/15/2054 U.S. Government Obligations | Other securities | — | $4.4M | $3.8M | 6.2% | |
| U.S Treasury SEC DTD 05/15/2024 Zero CPN 05/15/2054 U.S. Government Obligations | Other securities | — | $2.5M | $2.0M | 3.3% | |
| U.S Treasury SEC DTD 05/15/2016 Zero CPN 05/15/2046 U.S. Government Obligations | Other securities | — | $784K | $736K | 1.2% | |
| U.S Treasury SEC DTD 05/15/2018 Zero CPN 05/15/2048 U.S. Government Obligations | Other securities | — | $748K | $688K | 1.1% | |
| U.S Treasury SEC DTD 05/15/2020 Zero CPN 05/15/2050 U.S. Government Obligations | Other securities | — | $737K | $661K | 1.1% | |
| U.S Treasury SEC DTD 05/15/2014 Zero CPN 05/15/2044 U.S. Government Obligations | Other securities | — | $659K | $627K | 1.0% | |
| U.S Treasury Bond DTD 02/15/2024 4.25% 02/15/2054 U.S. Government Obligations | U.S. Treasuries | — | $663K | $607K | 1.0% | |
| U.S Treasury SEC DTD 05/15/2015 Zero CPN 05/15/2045 U.S. Government Obligations | Other securities | — | $641K | $606K | 1.0% | |
| U.S Treasury SEC DTD 05/15/2017 Zero CPN 05/15/2047 U.S. Government Obligations | Other securities | — | $630K | $587K | 1.0% | |
| U.S Treasury SEC DTD 05/15/2022 Zero CPN 05/15/2052 U.S. Government Obligations | Other securities | — | $669K | $579K | 1.0% | |
| U.S Treasury SEC DTD 05/15/2019 Zero CPN 05/15/2049 U.S. Government Obligations | Other securities | — | $601K | $544K | 0.9% | |
| U.S Treasury SEC DTD 05/15/2021 Zero CPN 05/15/2051 U.S. Government Obligations | Other securities | — | $581K | $508K | 0.8% | |
| U.S Treasury SEC DTD 05/15/2023 Zero CPN 05/15/2053 U.S. Government Obligations | Other securities | — | $513K | $457K | 0.8% | |
| Fidelity Cash Reserves Cash | Mutual Funds | — | $443K | $443K | 0.7% | |
| Apple Inc SR NT DTD 05/13/2015 4.375% 05/13/2045 Corporate Bond | Bonds / Notes | — | $383K | $358K | 0.6% | |
| Bank of America Corp DTD 06/14/2021 2.087% 06/14/2029-2028 Corporate Bond | Bonds / Notes | — | $343K | $354K | 0.6% | |
| Goldman Sachs Group Inc DTD 01/27/21 1.992% 01/27/2032 Corporate Bond | Bonds / Notes | — | $345K | $351K | 0.6% | |
| United States Treasury DTD 11/15/2024 4.25% 11/15/2034 U.S. Government Obligations | U.S. Treasuries | — | $357K | $351K | 0.6% | |
| Unitedhealth Group Inc DTD 07/23/2015 4.625% 07/16/2035 Corporate Bond | Bonds / Notes | — | $375K | $349K | 0.6% | |
| JP Morgan Chase Bank DTD 07/24/2017 3.882% 07/24/2038-2037 Corporate Bond | Bonds / Notes | — | $338K | $324K | 0.5% | |
| Non-interest bearing cash | Cash / Money Market | — | $314K | $314K | 0.5% | |
| Santander Drive Auto 2023-5 SER 2023-5 CL A DTD 10/18/2023 6.43% 02/18/2031 Collateralized Mortgage Obligation | Bonds / Notes | — | $312K | $311K | 0.5% | |
| Seave CML Mortgage TR SER 2015-5AVE CL A-2B DTD 02/01/2015 4.144% 01/08/2043 Collateralized Mortgage Obligation | Bonds / Notes | — | $275K | $295K | 0.5% | |
| American Tower Corp DTD 10/3/2019 2.75% 1/15/2027-2026 Corporate Bond | Bonds / Notes | — | $280K | $283K | 0.5% | |
| CPS Auto RECV TR 2024-A SER 2024-A CL C DTD 01/24/2024 5.74% 04/15/2030 Collateralized Mortgage Obligation | Bonds / Notes | — | $261K | $262K | 0.4% | |
| Santander DR AT SER 2022-2 CL A DTD 03/30/2022 3.76% 07/16/2029 Collateralized Mortgage Obligation | Bonds / Notes | — | $252K | $257K | 0.4% | |
| Golub Cap PAR CLO SER 2020-47 (M)R CL A-1A-R DTD 07/16/2024 0% 08/05/2037 Collateralized Mortgage Obligation | Structured Credit (CLO/ABS) | — | $250K | $251K | 0.4% | |
| Exeter Automobile REC SER 2022-2 CL D DTD 04/20/2022 4.56% 07/17/2028 Collateralized Mortgage Obligation | Bonds / Notes | — | $244K | $244K | 0.4% | |
| U.S Treasury SEC DTD 05/15/2013 Zero CPN 05/15/2043 U.S. Government Obligations | Other securities | — | $257K | $243K | 0.4% | |
| U.S Treasury Bond DTD 05/15/2024 Zero CPN 05/15/2054 U.S. Government Obligations | U.S. Treasuries | — | $275K | $228K | 0.4% | |
| GSK CONSU Heal Cap US LLC DTD 09/24/2022 3.625% 03/24/2032-2031 Corporate Bond | Bonds / Notes | — | $233K | $226K | 0.4% | |
| General MTRS FINL CO INC DTD 04/07/2022 4.3% 04/06/2029-2029 Corporate Bond | Bonds / Notes | — | $222K | $222K | 0.4% | |
| U.S Treasury Bond DTD 08/15/2023 4.125% 08/15/2053 U.S. Government Obligations | U.S. Treasuries | — | $250K | $218K | 0.4% | |
| Elevance Health Inc DTD 4/29/2022 4.1% 5/15/2032-2032 Corporate Bond | Bonds / Notes | — | $221K | $217K | 0.4% | |
| Anheuser Bush DTD 1/23/2019 5.45% 1/23/2039-2038 Corporate Bond | Bonds / Notes | — | $227K | $215K | 0.4% | |
| U.S Treasury Bond DTD 05/15/2024 4.625% 05/15/2054 U.S. Government Obligations | U.S. Treasuries | — | $245K | $214K | 0.4% | |
| SLG Office Trust SER 2021-OVA CL A DTD 06/01/2021 2.5854% 07/17/2041 Collateralized Mortgage Obligation | Bonds / Notes | — | $210K | $210K | 0.3% | |
| Comcast Corp SR NT DTD 01/14/2013 4.25% 01/15/2033 Corporate Bond | Bonds / Notes | — | $221K | $210K | 0.3% | |
| Amazon Com Inc SR DTD 6/3/2020 2.5% 6/3/2050-2049 Corporate Bond | Bonds / Notes | — | $221K | $200K | 0.3% | |
| American IL CO DTD 11/28/2017 3.7% 12/01/2047-2047 Corporate Bond | Bonds / Notes | — | $217K | $200K | 0.3% | |
| Verizon Communications Inc SR NT DTD 10/29/2011 4.4% 11/01/2034-2034 Corporate Bond | Bonds / Notes | — | $204K | $199K | 0.3% | |
| Pfizer Invt Enterprises DTD 05/19/2023 5.3% 05/19/2053 Foreign Bond Notes & Dedentures | Bonds / Notes | — | $217K | $197K | 0.3% | |
| Santander Auto REC TR 2022-4 SER 2022-4 CL C DTD 07/20/2022 5% 11/15/2029 Collateralized Mortgage Obligation | Bonds / Notes | — | $179K | $181K | 0.3% | |
| Prologis DTD 01/25/2024 5% 03/15/2034-2033 Corporate Bond | Bonds / Notes | — | $186K | $181K | 0.3% | |
| Comcast Corp New NT DTD 07/19/2016 3.4% 07/15/2046-2046 Corporate Bond | Bonds / Notes | — | $195K | $179K | 0.3% | |
| BNP Paribas FR DTD 01/13/2020 3.052% 01/13/2031 Corporate Bond | Bonds / Notes | — | $178K | $178K | 0.3% | |
| Cisco Systems Inc Senior Note DTD 11/17/2009 5.5% 01/015/2040 Corporate Bond | Bonds / Notes | — | $182K | $176K | 0.3% | |
| Hyundai Cap Amer Inc FR DTD 06/26/2023 5.68% 06/26/2028-2028 Corporate Bond | Bonds / Notes | — | $174K | $172K | 0.3% | |
| Conagra Brands Inc DTD 10/16/2020 1.375% 11/01/2027 Corporate Bond | Bonds / Notes | — | $162K | $168K | 0.3% |
