Kristen Swiencki signed Allen Overy Shearman Sterling US LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Allen Overy Shearman Sterling US LLP's EIN is 13-5514352.
Download the official 2024 Form 5500 (PDF) for Allen Overy Shearman Sterling US LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Allen Overy Shearman Sterling US LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | — | CHICAGO, IL | NONE | $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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $87.5M | 16.1% | |
| T. Rowe Price T. Rowe Price Growth Stock Fund | Other securities | — | — | $77.0M | 14.2% | |
| Vanguard Total Stock Market Index Fund, Institutional | Common Collective Trusts | — | — | $57.0M | 10.5% | |
| TRP STABLE VALUE COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $48.1M | 8.9% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $43.8M | 8.1% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund | Other securities | — | — | $26.9M | 5.0% | |
| T. Rowe Price T. Rowe Price Value Fund | Other securities | — | — | $22.5M | 4.2% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T.ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $19.7M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T.ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $16.5M | 3.0% | |
| T. Rowe Price T. Rowe Price Institutional Small-Cap Stock Fund | Other securities | — | — | $15.7M | 2.9% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T.ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $15.6M | 2.9% | |
| American Funds American Funds Furo Pacific Growth Fund R6 | Mutual Funds | — | — | $14.9M | 2.8% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T.ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $12.7M | 2.3% | |
| Vanguard Bond Market Index Fund, Institutional | Common Collective Trusts | — | — | $11.4M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T.ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $11.1M | 2.1% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T.ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $10.9M | 2.0% | |
| Vanguard Total Institutional Stock Index Fund, Institutional | Common Collective Trusts | — | — | $8.3M | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T.ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $6.8M | 1.3% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T.ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.6M | 1.2% | |
| Vanguard Inflection-Protected Securities Fund Admin | Mutual Funds | — | — | $6.6M | 1.2% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T.ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.5M | 0.8% | |
| Dodge & Cox Dodge & Cox Income Fund I | Mutual Funds | — | — | $4.0M | 0.7% | |
| Virtus Ceredex Mid-Cap Value Equity Fund R6 | Other securities | — | — | $3.8M | 0.7% | |
| Invesco Developing Markets Fund R6 | Mutual Funds | — | — | $3.7M | 0.7% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T.ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T.ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| Charles Schwab Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $372K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T.ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $324K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T.ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $184K | <0.1% | |
| T. Rowe Price T. Rowe Price Government Money Fund | Other securities | — | — | $182K | <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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $100 | — |
