RAND Haimes signed Squire Patton Boggs (US) LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Squire Patton Boggs (US) LLP's EIN is 34-0648199.
Download the official 2024 Form 5500 (PDF) for Squire Patton Boggs (US) LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Squire Patton Boggs (US) LLP's plan includes a default investment (QDIA), ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a self-directed brokerage window.
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 | -$254K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROWN ADVISORY MANAGEMENT, LLC | 26-4560299 | — | INVESTMENT ADVISOR | $51K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PARK EDGE ADVISORS, LLC | 87-3440073 | — | INVESTMENT ADVISOR | $31K | — |
| CLEARSTEAD ADVISORS, LLC | 87-3258080 | — | INVESTMENT ADVISOR | $30K | — |
| BRINKER CAPITAL INVESTMENTS, LLC | 32-0070947 | — | INVESTMENT ADVISOR | $18K | — |
