ZOE Carter signed Benesch, Friedlander, Coplan & Aronoff LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Benesch, Friedlander, Coplan & Aronoff LLP's EIN is 34-6596918.
Download the official 2024 Form 5500 (PDF) for Benesch, Friedlander, Coplan & Aronoff LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Benesch, Friedlander, Coplan & Aronoff LLP'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 | -$18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELLSWORTH ADVISORS LLC | 82-5501752 | — | ADVISOR | $139K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $190.6M | 94.1% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $14.6M | 7.2% | |
| FH TOTAL RETURN BOND GREAT GRAY TRUST COMPANY, LLC · EIN 85-3992542 / PN 652 | Common Collective Trust | — | — | $11.7M | 5.8% | |
| HARBOR INTERNATIONAL COMPOUNDERS HARBOR COLLECTIVE TRUST · EIN 88-3027499 / PN 001 | Common Collective Trust | — | — | $7.3M | 3.6% | |
| DWS RREEF REAL ASSET DWS TRUST · EIN 82-6252443 / PN 004 | Common Collective Trust | — | — | $7.1M | 3.5% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $4.6M | 2.3% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $3.5M | 1.7% | |
| GG EMERG MKTS II R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.1% | |
| MID CAP GROWTH R1 GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $208K | 0.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
