Alexander R Bilus signed SAUL Ewing LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAUL Ewing LLP's EIN is 23-1416352.
Download the official 2024 Form 5500 (PDF) for SAUL Ewing LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAUL Ewing 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), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $63K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| FIRST FOUNDATION ADVISORS | 33-0221828 | — | NONE | $52K | — |
| VERDENCE CAPITAL ADVISORS LLC | 82-1548745 | — | NONE | $16K | — |
| AURDAN CAPITAL MANAGEMENT LLC | 99-0588333 | — | NONE | $13K | — |
| CLEAR CAPITAL MANAGEMENT LP | 87-3915849 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $126K | — |
| APRICUS WEALTH LLC | 61-1947713 | — | NONE | $33K | — |
| WESTMOUNT PARTNERS LLC | 45-2550468 | — | NONE | $22K | — |
| EISNERAMPER LLP | 13-1639826 | — | NONE | $20K | — |
| MYCIO WEALTH PARTNERS LLC | 20-2611371 | — | NONE | $19K | — |
| COHO PARTNERS LTD | 23-3004662 | — | NONE | $12K | — |
| SCHIAVI & COMPANY LLC | 20-8034395 | — | NONE | $11K | — |
| EISNERAMPER LLP | 87-1363769 | — | NONE | $11K | — |
| MCADAM LLC | 47-1994636 | — | NONE | $11K | — |
| APEXIUM FINANCIAL LP | 47-4515025 | — | NONE | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $2K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $96.0M | 19.6% | |
| American Balanced Fund | Other securities | — | — | $83.4M | 17.0% | |
| Participant-directed investments Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $36.1M | 7.4% | |
| T. ROWE PRICE RET HYBRID 2030 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 011 | Common Collective Trust | — | — | $33.4M | 6.8% | |
| PSA NO 25 (STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $24.0M | 4.9% | |
| New York Life Insurance Company Anchor Account IV Share Class | Common Stocks | — | — | $23.9M | 4.9% | |
| HARBOR CAPITAL APPREC CIT CL HARBOR TRUST COMPANY, INC. · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $20.4M | 4.2% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $17.2M | 3.5% | |
| T. ROWE PRICE RET HYBRID 2020 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $15.3M | 3.1% | |
| T. ROWE PRICE RET HYBRID 2040 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 013 | Common Collective Trust | — | — | $15.1M | 3.1% | |
| GG TR EUROPACIFIC GRW GREAT GRAY TRUST COMPANY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $12.3M | 2.5% | |
| Vanguard Equity Income Admiral Fund | Mutual Funds | — | — | $12.2M | 2.5% | |
| T. ROWE PRICE RET HYBRID 2050 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 015 | Common Collective Trust | — | — | $10.9M | 2.2% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $10.4M | 2.1% | |
| Janus Henderson Enterprise Funds Class 1 | Mutual Funds | — | — | $10.4M | 2.1% | |
| Loomis Sayles Small Cap Growth Fund | Other securities | — | — | $9.2M | 1.9% | |
| T. ROWE PRICE RET HYBRID 2035 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 012 | Common Collective Trust | — | — | $9.1M | 1.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $8.2M | 1.7% | |
| Vanguard Small Cap Value Fund | Mutual Funds | — | — | $7.9M | 1.6% | |
| Vanguard Mid Cap Value Fund | Mutual Funds | — | — | $6.8M | 1.4% | |
| Vanguard Total International Index Fund | Common Collective Trusts | — | — | $5.6M | 1.1% | |
| T. ROWE PRICE RET HYBRID 2045 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $4.8M | 1.0% | |
| T. ROWE PRICE RET HYBRID 2025 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 010 | Common Collective Trust | — | — | $4.4M | 0.9% | |
| T. ROWE PRICE RET HYBRID 2055 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $3.5M | 0.7% | |
| Vanguard Bond Market Index Fund | Common Collective Trusts | — | — | $3.2M | 0.7% | |
| T. ROWE PRICE RET HYBRID 2015 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 008 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| Notes receivable from participants Interest rates from 4.75% to 11.00 % | Bonds / Notes | — | — | $2.4M | 0.5% | |
| T. ROWE PRICE RET HYBRID 2010 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 007 | Common Collective Trust | — | — | $1.7M | 0.4% | |
| T. ROWE PRICE RET HYBRID 2060 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $1.6M | 0.3% | |
| Northwestern Mutual Life insurance policies | Other securities | — | — | $792K | 0.2% | |
| T. ROWE PRICE RET HYBRID 2005 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 006 | Common Collective Trust | — | — | $457K | <0.1% | |
| T. ROWE PRICE RET HYBRID 2065 T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 019 | Common Collective Trust | — | — | $80K | <0.1% | |
| WILMINGTON TR EUROPACGTTH CT WILMINGTON TRUST, N.A. · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
