Sam Greenhalgh signed Accesslex Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Accesslex Institute's EIN is 23-2719985.
Download the official 2024 Form 5500 (PDF) for Accesslex Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Accesslex Institute's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $50 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard | Mutual Funds | — | — | $2.7M | 10.7% | |
| Vanguard | Mutual Funds | — | — | $2.2M | 8.6% | |
| Vanguard | Mutual Funds | — | — | $2.1M | 8.3% | |
| Fidelity Investments | Mutual Funds | — | — | $2.0M | 7.9% | |
| Vanguard | Mutual Funds | — | — | $1.8M | 7.4% | |
| Janus Henderson | Mutual Funds | — | — | $1.8M | 7.1% | |
| Vanguard | Mutual Funds | — | — | $1.8M | 7.0% | |
| MainStay Winslow | Other securities | — | — | $1.6M | 6.5% | |
| Vanguard | Mutual Funds | — | — | $1.4M | 5.5% | |
| Dodge & Cox | Mutual Funds | — | — | $1.2M | 4.9% | |
| Fidelity Investments | Mutual Funds | — | — | $1.1M | 4.4% | |
| Vanguard | Mutual Funds | — | — | $907K | 3.6% | |
| Janus Henderson | Mutual Funds | — | — | $794K | 3.2% | |
| MFS | Mutual Funds | — | — | $706K | 2.8% | |
| Vanguard | Mutual Funds | — | — | $615K | 2.5% | |
| MFS | Mutual Funds | — | — | $480K | 1.9% | |
| Vanguard | Mutual Funds | — | — | $435K | 1.7% | |
| Fidelity Investments | Mutual Funds | — | — | $271K | 1.1% | |
| Vanguard | Mutual Funds | — | — | $235K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $182K | 0.7% | |
| Federated Hermes | Other securities | — | — | $180K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $175K | 0.7% | |
| American Funds | Mutual Funds | — | — | $161K | 0.6% | |
| Cromwell Centersquare | Other securities | — | — | $96K | 0.4% | |
| Notes receivable from participants | Other securities | — | — | $93K | 0.4% | |
| Fidelity Investments | Mutual Funds | — | — | $90K | 0.4% | |
| Vanguard | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
