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 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1K | — |
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 TRUST MORGAN, LEWIS & BOCKIUS LLP · EIN 23-0891050 / PN 018 | Master Trust | — | — | $668.4M | 93.6% | |
| Instl Ext Market Idx Tr D | Common Collective Trusts | — | — | $86.9M | 12.2% | |
| Vanguard Real Est Idx Fnd Inst | Common Collective Trusts | — | — | $77.0M | 10.8% | |
| Vanguard Tgt Retire 2040 Tr I | Mutual Funds | — | — | $54.5M | 7.6% | |
| Vanguard PRIMECAP Adm | Mutual Funds | — | — | $41.7M | 5.8% | |
| Vanguard Tgt Retire 2045 Tr I | Mutual Funds | — | — | $39.5M | 5.5% | |
| Vanguard Tgt Retire 2035 Tr I | Mutual Funds | — | — | $37.9M | 5.3% | |
| Vanguard Tgt Retire 2050 Tr I | Mutual Funds | — | — | $34.1M | 4.8% | |
| Vanguard Tgt Retire 2030 Tr I | Mutual Funds | — | — | $32.7M | 4.6% | |
| 500 Index Trust D | Common Collective Trusts | — | — | $32.2M | 4.5% | |
| Vanguard Tgt Retire 2025 Tr I | Mutual Funds | — | — | $29.1M | 4.1% | |
| Tgt Ret Inc & Grow Tr I | Common Stocks | — | — | $26.6M | 3.7% | |
| FIAM Sm Cp Cr Com Pl Cl HInstl | Common Stocks | — | — | $26.3M | 3.7% | |
| Vanguard Tgt Retire 2055 Tr I | Mutual Funds | — | — | $23.8M | 3.3% | |
| Vanguard Cash Res Fed MM Adm | Mutual Funds | — | $660.7M | $18.8M | 2.6% | |
| WTC CIF II Core Bond Se 4 | Common Collective Trusts | — | — | $18.8M | 2.6% | |
| Inst Tot Stk Mkt Idx Tr D | Common Collective Trusts | — | — | $16.4M | 2.3% | |
| Ist Tot Int St Mt Ix Tr D | Other securities | — | — | $15.6M | 2.2% | |
| Vanguard Tgt Retire 2060 Tr I | Mutual Funds | — | — | $14.5M | 2.0% | |
| Capital Group EuroPac Gr | Common Stocks | — | — | $8.6M | 1.2% | |
| Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $8.4M | 1.2% | |
| Inst Tot Bd Mkt Ix Tr D | Other securities | — | — | $8.3M | 1.2% | |
| Dodge & Cox Stock Fund XI | Mutual Funds | — | $26.6M | $6.5M | 0.9% | |
| Vanguard Tgt Retire 2070 Tr I | Mutual Funds | — | — | $6.5M | 0.9% | |
| Vanguard Infla-Prot Sec Instl | Mutual Funds | — | — | $2.5M | 0.3% | |
| Vanguard Tgt Retire 2065 Tr I | Mutual Funds | — | — | $1.2M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
