Richard W. Kaiser signed Hodgson RUSS LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hodgson RUSS LLP's EIN is 16-0708550.
Download the official 2024 Form 5500 (PDF) for Hodgson RUSS LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hodgson RUSS 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | NONE | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $50K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT CIT S&P 500 INDEX DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $31.7M | 18.1% | |
| WINSLOW LARGE CAP GROWTH FUND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $30.6M | 17.5% | |
| Vanguard Star Fund | Mutual Funds | — | — | $19.8M | 11.3% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $14.9M | 8.5% | |
| Vanguard Small Cap Growth Index I | Mutual Funds | — | — | $12.2M | 7.0% | |
| NEW YORK LIFE GIA 2014A CL 5 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $11.3M | 6.5% | |
| New York Life Insurance Company | Common Stocks | — | — | $10.6M | 6.1% | |
| FIAM CORE PLUS COM POOL CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $9.6M | 5.5% | |
| NORTHERN TRRUSSELL 2000 NL4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $8.2M | 4.7% | |
| Vanguard Small Cap Value Index I | Mutual Funds | — | — | $7.8M | 4.4% | |
| Charles Schwab Trust Bank | Mutual Funds | — | — | $6.8M | 3.9% | |
| Northern Trust Investments All Country World Index ex-US Fund - DC - Non Lending | Common Collective Trusts | — | — | $6.0M | 3.4% | |
| NT CIT ACWI EX US IMI DC NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 125 | Common Collective Trust | — | — | $6.0M | 3.4% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $5.7M | 3.2% | |
| Northern Trust Investments Aggregate Bond Index Fund - Non Lending | Common Collective Trusts | — | — | $4.9M | 2.8% | |
| NT CIT AGGREGATE BD IDX NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 27-6124985 / PN 001 | Common Collective Trust | — | — | $4.9M | 2.8% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.8M | 1.6% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $905K | 0.5% | |
| Plan participants | Other securities | — | — | $794K | 0.5% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $620K | 0.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $392K | 0.2% | |
| NORTHERN TR S&P 400 INDEX NL T4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $143K | <0.1% | |
| Vanguard Target Retirement Fund | Mutual Funds | — | — | $135K | <0.1% | |
| MFS MID CAP VALUE FUND 2W MFS INVESTMENT MANAGEMENT · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $117K | <0.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $113K | <0.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $93K | <0.1% | |
| MFS MID CAP GROWTH FUND MFS INVESTMENT MANAGEMENT · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $90K | <0.1% | |
| Macquarie Small Cap Core R6 | Other securities | — | — | $36K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $25K | <0.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $975 |
| — |
