Spencer A. Burkholz signed Robbins Geller Rudman & DOWD LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robbins Geller Rudman & DOWD LLP's EIN is 20-0859125.
Download the official 2024 Form 5500 (PDF) for Robbins Geller Rudman & DOWD LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robbins Geller Rudman & DOWD LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION PARTNERS, LLC | 22-3728883 | — | NONE | $133K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fd Ins Class | Common Collective Trusts | — | — | $59.3M | 25.6% | |
| Various Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $41.8M | 18.0% | |
| Fidelity Investments Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $23.2M | 10.0% | |
| BNY Mellon BNY Mellon Midcap Index Investor | Other securities | — | — | $14.8M | 6.4% | |
| Ivy Funds Macquarie Science & Technology Fund | Other securities | — | — | $13.9M | 6.0% | |
| Fidelity Investments Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $9.9M | 4.3% | |
| Fidelity Investments Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $7.7M | 3.3% | |
| Fidelity Investments Fidelity International Index Ins Class Fund | Mutual Funds | — | — | $7.7M | 3.3% | |
| Fidelity Investments Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $6.9M | 3.0% | |
| Fidelity Investments Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $6.6M | 2.8% | |
| Brown Capital Management Brown Capital Mgt Small Company | Common Stocks | — | — | $6.4M | 2.8% | |
| Fidelity Investments Fimm Government Portfolio: Class I Fund | Mutual Funds | — | — | $5.7M | 2.5% | |
| Fidelity Investments Fidelity Low Priced Stock Fund | Mutual Funds | — | — | $5.5M | 2.4% | |
| American Century Funds American Century Inflation Adjusted Bond Fund | Other securities | — | — | $5.0M | 2.2% | |
| Fidelity Investments Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $4.5M | 1.9% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.6% | |
| BNY Mellon BNY Mellon SmallCap Stock Index | Other securities | — | — | $2.7M | 1.2% | |
| American Beacon Funds American Beacon Sm Cap Val Fund | Other securities | — | — | $1.0M | 0.4% | |
| maturities in varying amounts until 07/28/2036 | Other securities | — | — | $899K | 0.4% | |
| Fidelity Investments Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $747K | 0.3% | |
| Fidelity Investments Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $573K | 0.2% | |
| Fidelity Investments Fidelity Cash Reserves Fund | Mutual Funds | — | — | $157K | <0.1% | |
| Fidelity Investments Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH |
| — |
| NEW YORK, NY |
| NONE |
| $19K |
| — |
| WEAVER AND TIDWELL, L.L.P. | 75-0786316 | — | NONE | $11K | — |
| MORGAN STANLEY | — | STATELINE, NV | NONE | $10K | — |
| FAEGRE DRINKER BIDDLE & REATH LLP | — | SAN FRANCISCO, CA | NONE | $9K | — |
