Joseph Sharp signed Dentons Cohen & Grigsby P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dentons Cohen & Grigsby P.C.'s EIN is 25-1491692.
Download the official 2024 Form 5500 (PDF) for Dentons Cohen & Grigsby P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dentons Cohen & Grigsby P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORT PITT CAPITAL GROUP LLC | 47-5006020 | — | NONE | $78K | — |
| CHARLES SCHWAB & CO., INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Personal Choice Retirement Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $21.2M | 53.1% | |
| MAINSTAY WINSLOW LGCAP GRTH R6 Registered Investment Company | Common Stocks | — | — | $3.5M | 8.8% | |
| SCHWAB MARKETTRACK BALANCED Registered Investment Company | Mutual Funds | — | — | $2.1M | 5.4% | |
| Vanguard Small Cap Index Adm Fund | Mutual Funds | — | — | $1.9M | 4.8% | |
| Diamond Hill Large Cap Fund | Other securities | — | — | $1.6M | 4.1% | |
| American Funds EuroPacific Growth R6 Fund | Mutual Funds | — | — | $1.3M | 3.4% | |
| Charles Schwab 1000 Index Investment Fund | Mutual Funds | — | — | $1.2M | 3.0% | |
| Wasatch Funds Core Growth Fund | Other securities | — | — | $964K | 2.4% | |
| Artisan Mid Cap Instl Fund | Other securities | — | — | $932K | 2.3% | |
| Charles Schwab Market Track Growth Fund | Mutual Funds | — | — | $916K | 2.3% | |
| John Hancock Disciplined Valuation Mid Cap R6 Fund | Other securities | — | — | $777K | 1.9% | |
| Boston Partners Small Cap Value II Fund | Other securities | — | — | $667K | 1.7% | |
| Charles Schwab Value Advantage Money Fund | Mutual Funds | — | — | $481K | 1.2% | |
| Harding Loevner Emerging Markets Fund | Other securities | — | — | $474K | 1.2% | |
| Vanguard Mid Cap Index Adm Fund | Mutual Funds | — | — | $307K | 0.8% | |
| Vanguard Large Cap Index Adm Fund | Mutual Funds | — | — | $282K | 0.7% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $281K | 0.7% | |
| Metropolitan West Total Return Bond Plan Fund | Other securities | — | — | $271K | 0.7% | |
| Eaton Vance FD Boston R6 | Other securities | — | — | $228K | 0.6% | |
| T. Rowe Price International Discovery Fund 109 Vanguard Total Bond Market Index Adm Fund | Mutual Funds | — | — | $182K | 0.5% | |
| Charles Schwab Market Track Conservative Fund | Mutual Funds | — | — | $156K | 0.4% | |
| Vanguard Total Stock Market Index Adm Fund | Common Collective Trusts | — | — | $112K | 0.3% | |
| Participant Loans 4.25% to 9.5% | Bonds / Notes | — | — | $84K | 0.2% | |
| Vanguard Total Intl Stock Index Adm Fund | Mutual Funds | — | — | $68K | 0.2% | |
| OUTSIDE ASSET - Other Assets (1) LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $3K |
| — |
