Sean O'DONnell signed Ernst & Young U.S. LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ernst & Young U.S. LLP's EIN is 34-6565596.
Download the official 2024 Form 5500 (PDF) for Ernst & Young U.S. LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ernst & Young U.S. LLP's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN CHASE BANK, N.A. | 13-4994650 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALBOURNE AMERICA LLC | — | SAN FRANCISCO, CA | FINANCIAL CONSULTANT | $25K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RUSSELL 1000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-6589508 / PN 001 | Common Collective Trust | — | $244.5M | $493.2M | 19.4% | |
| MSCI ACWI EX-US IMI INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A · EIN 33-6371939 / PN 001 | Common Collective Trust | — | $180.2M | $250.0M | 9.9% | |
| Vanguard International Growth Fund Mutual fund | Mutual Funds | — | $221.5M | $235.8M | 9.3% | |
| VFTC INST'L TOTAL INT'L STOCK FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | $112.6M | $116.4M | 4.6% | |
| CAUSEWAY COLLECTIVE INVESTMENT TRUS SEI TRUST COMPANY · EIN 83-2723947 / PN 128 | Common Collective Trust | — | $95.5M | $109.8M | 4.3% | |
| Fidelity Treasury Portfolio Mutual fund | Mutual Funds | — | $107.4M | $107.4M | 4.2% | |
| DFA International Small Company Portfolio Mutual fund | Mutual Funds | — | $84.3M | $94.1M | 3.7% | |
| ALTRINSIC COLLECTIVE TRUST GLOBAL TRUST COMPANY · EIN 36-7634097 / PN 001 | Common Collective Trust | — | $53.0M | $69.4M | 2.7% | |
| Dodge & Cox Global Stock Fund Mutual fund | Mutual Funds | — | $69.4M | $65.5M | 2.6% | |
| BRIDGEWATER PURE ALPHA MAJOR MK LTD BRIDGEWATER PURE ALPHA MAJOR MARKETS LTD. · EIN 98-0674465 / PN 001 | 103-12 Investment Entity | — | $45.3M | $51.9M | 2.0% | |
| GQG PARTNERS GLOBAL EQUITY FUND CIT RELIANCE TRUST COMPANY · EIN 82-6251411 / PN 010 | Common Collective Trust | — | $33.0M | $48.3M | 1.9% | |
| Vanguard Global Equity Fund Mutual fund | Mutual Funds | — | $34.6M | $47.0M | 1.9% | |
| Pimco All Asset Fund Mutual fund | Mutual Funds | — | $46.5M | $42.8M | 1.7% | |
| Black Rock Systematic Multi-Strategy Fund Mutual fund | Other securities | — | $43.4M | $42.7M | 1.7% | |
| ALL WEATHER PORTFOLIO LIMITED ALL WEATHER PORTFOLIO LIMITED · EIN 98-0501379 / PN 001 | 103-12 Investment Entity | — | $15.7M | $37.0M | 1.5% | |
| DFA Emerging Markets Core Equity Portfolio Mutual fund | Mutual Funds | — | $34.2M | $37.0M | 1.5% | |
| Fiera Global Equity Long-Only Fund Partnership | Other securities | — | $20.1M | $35.6M | 1.4% | |
| T ROWE PRICE INTERNATIONAL SMALLCAP T. ROWE PRICE TRUST COMPANY · EIN 36-7612285 / PN 001 | Common Collective Trust | — | $31.4M | $34.9M | 1.4% | |
| T Rowe Price Global Stock Fund Mutual fund | Mutual Funds | — | $24.4M | $33.1M | 1.3% | |
| RUSSELL 2000 INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3273839 / PN 001 | Common Collective Trust | — | $33.1M | $32.6M | 1.3% | |
| MONDRIAN ALL COUNTRIES WORLD EX-US MONDRIAN INVESTMENT GROUP US, INC · EIN 86-1120395 / PN 002 | 103-12 Investment Entity | — | $24.7M | $31.0M | 1.2% | |
| WTC CTF OPPORTUNISTIC FIXED INCOME WELLINGTON TRUST CO. · EIN 02-0586111 / PN 001 | Common Collective Trust | — | $35.6M | $31.0M | 1.2% | |
| DFA US Targeted Value Portfolio Mutual fund | Mutual Funds | — | $18.4M | $30.2M | 1.2% | |
| Hudson Bay International Fund Ltd Partnership | Common Stocks | — | $20.0M | $20.2M | 0.8% | |
| United States of America Bond Zero Coupon 11/15/2050 | Other securities | — | $22.0M | $19.5M | 0.8% | |
| United States of America Bond Zero Coupon 11/15/2051 | Other securities | — | $19.5M | $17.2M | 0.7% | |
| United States of America Bond Zero Coupon 02/15/2053 | Other securities | — | $18.5M | $15.8M | 0.6% | |
| United States of America Bond Zero Coupon 05/15/2053 $ | Other securities | — | $17.5M | $15.6M | 0.6% | |
| United States of America Bond Zero Coupon 08/15/2049 | Other securities | — | $17.0M | $15.4M | 0.6% | |
| United States of America Bond Zero Coupon 11/15/2047 | Other securities | — | $16.0M | $14.8M | 0.6% | |
| United States of America Bond Zero Coupon 02/15/2052 | Other securities | — | $16.4M | $14.6M | 0.6% | |
| United States of America Bond Zero Coupon 08/15/2050 | Other securities | — | $17.0M | $14.5M | 0.6% | |
| United States of America Bond Zero Coupon 05/15/2051 | Other securities | — | $15.7M | $14.3M | 0.6% | |
| United States of America Bond Zero Coupon 05/15/2052 | Other securities | — | $16.5M | $14.1M | 0.6% | |
| United States of America Bond Zero Coupon 08/15/2051 | Other securities | — | $16.2M | $14.0M | 0.6% | |
| United States of America Bond Zero Coupon 02/15/2051 | Other securities | — | $15.4M | $12.9M | 0.5% | |
| United States of America Bond Zero Coupon 02/15/2049 | Other securities | — | $14.3M | $12.4M | 0.5% | |
| United States of America Bond Zero Coupon 08/15/2048 | Other securities | — | $13.6M | $12.3M | 0.5% | |
| United States of America Bond Zero Coupon 02/15/2054 | Other securities | — | $13.1M | $11.9M | 0.5% | |
| United States of America Bond Zero Coupon 08/15/2053 | Other securities | — | $12.9M | $11.7M | 0.5% | |
| United States of America Bond Zero Coupon 02/15/2048 | Other securities | — | $12.3M | $11.1M | 0.4% | |
| United States of America Bond Zero Coupon 05/15/2050 | Other securities | — | $12.3M | $11.0M | 0.4% | |
| United States of America Bond Zero Coupon 02/15/2045 | Other securities | — | $11.4M | $10.5M | 0.4% | |
| United States of America Bond Zero Coupon 05/15/2049 | Other securities | — | $12.2M | $10.3M | 0.4% | |
| United States of America Bond Zero Coupon 11/15/2048 | Other securities | — | $12.8M | $10.1M | 0.4% | |
| United States of America Bond Zero Coupon 05/15/2046 | Other securities | — | $10.5M | $10.1M | 0.4% | |
| United States of America Bond Zero Coupon 05/15/2048 | Other securities | — | $11.3M | $9.5M | 0.4% | |
| United States of America Bond Zero Coupon 08/15/2052 | Other securities | — | $9.0M | $8.3M | 0.3% | |
| United States of America Bond Zero Coupon 08/15/2054 | Other securities | — | $8.7M | $7.7M | 0.3% | |
| United States of America Bond Zero Coupon 11/15/2049 | Other securities | — | $8.2M | $7.1M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONDRIAN INVESTMENT GROUP(US) INC. | — | WILMINGTON, DE | FUND MANAGER | $81K | — |
