Brian Hasson signed Reed Smith LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reed Smith LLP's EIN is 25-0749630.
Download the official 2024 Form 5500 (PDF) for Reed Smith LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reed Smith LLP's plan includes profit-sharing, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $131K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| MELLON STABLE VAL L THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $408.8M | 34.4% | |
| BNYM STOCK IDX IS THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 226 | Common Collective Trust | — | — | $208.4M | 17.5% | |
| s * Fidelity Investments Fidelity Blue Chip Gr K6 N/R | Mutual Funds | — | — | $124.5M | 10.5% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $124.5M | 10.5% | |
| BNYM MDCP STK IDX IS THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 237 | Common Collective Trust | — | — | $82.2M | 6.9% | |
| Dodge & Cox Dodge & Cox Stock X N/R | Mutual Funds | — | — | $70.7M | 5.9% | |
| Self-Directed Brokerage Accounts * Fidelity Investments Self-directed brokerage accounts N/R | Self-Directed Brokerage | — | — | $65.0M | 5.5% | |
| TRP RETIRE 2030 F T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $61.9M | 5.2% | |
| Fidelity Investments Fidelity International Cap Appr K6 N/R | Mutual Funds | — | — | $59.5M | 5.0% | |
| TRP RETIRE 2025 F T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $53.0M | 4.5% | |
| TRP RETIRE 2035 F T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $51.4M | 4.3% | |
| TRP RETIRE 2040 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $44.6M | 3.7% | |
| BNY Mellon Stable Value M N/R | Stable Value | — | — | $43.8M | 3.7% | |
| TRP RETIRE 2045 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $35.8M | 3.0% | |
| BNYM AGG BD IDX IS THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 219 | Common Collective Trust | — | — | $33.4M | 2.8% | |
| TRP RETIRE 2020 F T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $32.7M | 2.7% | |
| Blackrock Total Return K N/R | Other securities | — | — | $32.1M | 2.7% | |
| TRP RETIRE 2050 F T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $29.0M | 2.4% | |
| BNY Mellon BNYM Small Cap Index IS N/R | Other securities | — | — | $26.8M | 2.3% | |
| BNYM SMCP STK IDX IS THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 234 | Common Collective Trust | — | — | $26.8M | 2.3% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $22.3M | 1.9% | |
| TRP RETIRE 2055 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $21.5M | 1.8% | |
| William Blair WB Small Cap Value I N/R | Other securities | — | — | $15.5M | 1.3% | |
| TRP RETIRE 2015 F T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $13.8M | 1.2% | |
| Fidelity Investments Fidelity International Index N/R | Mutual Funds | — | — | $12.8M | 1.1% | |
| TRP RETIRE 2060 F T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $9.1M | 0.8% | |
| TRP RETIRE 2010 F T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $9.0M | 0.8% | |
| PIMCO All Asset Inst N/R | Mutual Funds | — | — | $7.0M | 0.6% | |
| TRP RETIRE 2005 F T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $6.3M | 0.5% | |
| Participant Loans Interest rates: 3.25% - 9.50% $0 | Bonds / Notes | — | — | $6.1M | 0.5% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market N/R | Mutual Funds | — | — | $808K | <0.1% | |
| TRP RETIRE 2065 F T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $706K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $86K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY VIRCHOW KRAUSE, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $16K | — |
