Anne E. Slattery signed Fox Rothschild LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fox Rothschild LLP's EIN is 23-1404723.
Download the official 2024 Form 5500 (PDF) for Fox Rothschild LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fox Rothschild LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $132K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | NONE | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group PRIMECAP Fund - Admiral Shares | Mutual Funds | — | — | $77.4M | 10.2% | |
| The Vanguard Group Total Stock Market Index Fund - Institutional Shares | Common Collective Trusts | — | — | $55.1M | 7.3% | |
| The Vanguard Group Institutional Index Fund - Institutional Shares | Common Collective Trusts | — | — | $48.1M | 6.4% | |
| The Vanguard Group Wellington Fund - Admiral Shares | Mutual Funds | — | — | $44.9M | 5.9% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $44.8M | 5.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 001 | Common Collective Trust | — | — | $44.3M | 5.9% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $43.8M | 5.8% | |
| The Vanguard Group Windsor II Fund - Admiral Shares | Mutual Funds | — | — | $41.3M | 5.5% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $35.3M | 4.7% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $32.0M | 4.2% | |
| T. Rowe Price Blue Chip Growth Fund, Retail Class | Other securities | — | — | $27.1M | 3.6% | |
| The Vanguard Group Total Bond Market Index Fund - Institutional Shares | Common Collective Trusts | — | — | $27.0M | 3.6% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $24.9M | 3.3% | |
| The Vanguard Group Mid-Cap Index Fund - Institutional Shares | Common Collective Trusts | — | — | $21.9M | 2.9% | |
| The Vanguard Group International Growth Fund - Admiral Shares | Mutual Funds | — | — | $21.5M | 2.8% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $20.2M | 2.7% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $17.0M | 2.3% | |
| The Vanguard Group Small-Cap Growth Index Fund - Institutional Shares | Common Collective Trusts | — | — | $16.0M | 2.1% | |
| The Vanguard Group Total International Stock Index Fund - Institutional Shares | Common Collective Trusts | — | — | $15.7M | 2.1% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.6M | 1.7% | |
| Dodge & Cox Income Fund; Class X | Mutual Funds | — | — | $9.6M | 1.3% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $9.4M | 1.2% | |
| PIMCO Total Return Fund - Institutional Class | Mutual Funds | — | — | $8.5M | 1.1% | |
| The Vanguard Group Inflation-Protected Securities Fund - Admiral Shares | Mutual Funds | — | — | $7.0M | 0.9% | |
| JP Morgan Mid Cap Value Fund; Class L | Other securities | — | — | $5.9M | 0.8% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.6M | 0.7% | |
| Columbia Management Advisors Small Cap Value Fund II - Institutional III Class | Other securities | — | — | $5.1M | 0.7% | |
| MFS Mid Cap Growth Fund; Class R6 | Mutual Funds | — | — | $2.6M | 0.3% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.3% | |
| Fidelity Small Cap Growth K6 Fund | Mutual Funds | — | — | $676K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $432K | <0.1% | |
| Notes receivable from participants Interest rates from 4.25% to 9.25% | Bonds / Notes | — | — | $60K | <0.1% | |
| The Vanguard Group Federal Money Market Fund | Mutual Funds | — | — | $57K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
