LISA Solley signed Morgan Lewis & Bockius LLP LISA Solley's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morgan Lewis & Bockius LLP LISA Solley's EIN is 23-0891050.
Download the official 2023 Form 5500 (PDF) for Morgan Lewis & Bockius LLP LISA Solley from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Morgan Lewis & Bockius LLP LISA Solley'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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MORGAN, LEWIS & BOCKIUS MASTER TRUS MORGAN, LEWIS & BOCKIUS LLP · EIN 23-0891050 / PN 018 | Master Trust | — | — | $1.3B | 99.6% | |
| Instl Ext Market Idx Tr D | Common Collective Trusts | — | — | $173.1M | 13.0% | |
| Vanguard Real Est Idx Fnd Inst | Common Collective Trusts | — | — | $153.4M | 11.5% | |
| Vanguard Tgt Retire 2040 Tr I | Mutual Funds | — | — | $108.5M | 8.1% | |
| Vanguard PRIMECAP Adm | Mutual Funds | — | — | $83.0M | 6.2% | |
| Vanguard Tgt Retire 2045 Tr I | Mutual Funds | — | — | $78.6M | 5.9% | |
| Vanguard Tgt Retire 2035 Tr I | Mutual Funds | — | — | $75.5M | 5.7% | |
| Vanguard Tgt Retire 2050 Tr I | Mutual Funds | — | — | $68.0M | 5.1% | |
| Vanguard Tgt Retire 2030 Tr I | Mutual Funds | — | — | $65.1M | 4.9% | |
| 500 Index Trust D | Common Collective Trusts | — | — | $64.2M | 4.8% | |
| Vanguard Tgt Retire 2025 Tr I | Mutual Funds | — | — | $58.0M | 4.3% | |
| Tgt Ret Inc & Grow Tr I | Common Stocks | — | — | $53.1M | 4.0% | |
| FIAM Sm Cp Cr Com Pl Cl HInstl | Common Stocks | — | — | $52.3M | 3.9% | |
| Vanguard Tgt Retire 2055 Tr I | Mutual Funds | — | — | $47.4M | 3.6% | |
| Vanguard Cash Res Fed MM Adm | Mutual Funds | — | $1.3B | $37.5M | 2.8% | |
| WTC CIF II Core Bond Se 4 | Common Collective Trusts | — | — | $37.5M | 2.8% | |
| Inst Tot Stk Mkt Idx Tr D | Common Collective Trusts | — | — | $32.6M | 2.4% | |
| Ist Tot Int St Mt Ix Tr D | Other securities | — | — | $31.0M | 2.3% | |
| Vanguard Tgt Retire 2060 Tr I | Mutual Funds | — | — | $28.9M | 2.2% | |
| Capital Group EuroPac Gr | Common Stocks | — | — | $17.0M | 1.3% | |
| Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $16.6M | 1.2% | |
| Inst Tot Bd Mkt Ix Tr D | Other securities | — | — | $16.6M | 1.2% | |
| Dodge & Cox Stock Fund XI | Mutual Funds | — | $53.1M | $12.8M | 1.0% | |
| Vanguard Tgt Retire 2070 Tr I | Mutual Funds | — | — | $12.8M | 1.0% | |
| Vanguard Infla-Prot Sec Instl | Mutual Funds | — | — | $5.0M | 0.4% | |
| Vanguard Tgt Retire 2065 Tr I | Mutual Funds | — | — | $2.3M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
