David Jones signed Dechert LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dechert LLP's EIN is 23-1425587.
Download the official 2024 Form 5500 (PDF) for Dechert LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dechert LLP's plan includes a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.5M | 11.0% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.3M | 10.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.3M | 10.0% | |
| BlackRock Russell 1000 Index | Common Collective Trusts | — | — | $2.0M | 8.9% | |
| BTC R1000 INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4425439 / PN 001 | Common Collective Trust | — | — | $2.0M | 8.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $2.0M | 8.8% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.9M | 8.2% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $1.6M | 7.2% | |
| HARB CAP APPR CIT 2 HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $1.6M | 7.2% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.5M | 6.5% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $728K | 3.2% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $513K | 2.2% | |
| BlackRock Russell 2000 Index | Common Collective Trusts | — | — | $496K | 2.2% | |
| BTC R2000 INDEX M BLACKROCK INST. TRUST COMPANY, N.A. · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $496K | 2.2% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $428K | 1.9% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $350K | 1.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $332K | 1.5% | |
| BlackRock iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $285K | 1.2% | |
| PIMCO Income Fund | Mutual Funds | — | — | $271K | 1.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $246K | 1.1% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $232K | 1.0% | |
| Vanguard FTSE Social Index Fund | Common Collective Trusts | — | — | $187K | 0.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $185K | 0.8% | |
| American Funds Washington Mutual Fund | Mutual Funds | — | — | $177K | 0.8% | |
| Cohen & Steers Global Realty Fund | Other securities | — | — | $112K | 0.5% | |
| AM CENT MID CAP VAL SEI TRUST COMPANY · EIN 26-3761443 / PN 009 | Common Collective Trust | — | — | $111K | 0.5% | |
| American Funds New World Fund | Mutual Funds | — | — | $101K | 0.4% | |
| Vanguard Inflation Protected Fund | Mutual Funds | — | — | $83K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $47K | 0.2% | |
| MassMutual Select Mid Cap Growth Fund | Other securities | — | — | $34K | 0.1% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $19K | <0.1% | |
| WA CORE PLUS BOND R4 HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 113 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
