Jamie Ghaffar signed Loring, Wolcott & Coolidge Trust, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Loring, Wolcott & Coolidge Trust, LLC's EIN is 27-3396508.
Download the official 2024 Form 5500 (PDF) for Loring, Wolcott & Coolidge Trust, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Loring, Wolcott & Coolidge Trust, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 | $525 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | ADVISOR | $0 | — |
| TRIAD ADVISORS LLC | 65-0173164 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments | Mutual Funds | — | — | $17.7M | 42.2% | |
| T. Rowe Price | Other securities | — | — | $3.5M | 8.4% | |
| Domini | Other securities | — | — | $3.5M | 8.2% | |
| Morgan Stanley | Other securities | — | — | $2.7M | 6.5% | |
| Fidelity Investments | Mutual Funds | — | — | $2.5M | 5.9% | |
| Fidelity Investments | Mutual Funds | — | — | $2.1M | 5.0% | |
| Morgan Stanley Institutional Fund Trust | Other securities | — | — | $2.0M | 4.8% | |
| Fidelity Investments | Mutual Funds | — | — | $1.8M | 4.4% | |
| Fidelity Investments | Mutual Funds | — | — | $1.8M | 4.3% | |
| Morgan Stanley Institutional Fund, Inc. | Common Stocks | — | — | $1.4M | 3.4% | |
| Fidelity Investments | Mutual Funds | — | — | $1.3M | 3.1% | |
| Fidelity Investments | Mutual Funds | — | — | $877K | 2.1% | |
| Columbia Threadneedle | Other securities | — | — | $510K | 1.2% | |
| Participant Loans | Participant loans | — | — | $123K | 0.3% | |
| Domini | Other securities | — | — | $74K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $0 |
| — |
