Mitchell Hopwood signed Ice Miller LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ice Miller LLP's EIN is 35-0874357.
Download the official 2024 Form 5500 (PDF) for Ice Miller LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Ice Miller LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
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 | $72K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEERFIELD FINANCIAL ADVISORS I | 35-1648416 | — | NONE | $20K | — |
| FRAZIER FINANCIAL ADVISORS LLC | 30-0856485 | — | NONE | $12K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INC | 36-3297908 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING HOLDCO LLC | 84-4519624 | — | NONE | $56K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $32K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $18K | — |
| KATZ SAPPER AND MILLER LLP | 35-1090346 | — | NONE | $17K | — |
| SUMMIT FINANCIAL MANAGEMENT LL | 81-3807122 | — | NONE | $15K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $11K | — |
| THE JOSEPH GROUP LLC | 36-4729550 | — | NONE | $11K | — |
| WOODLEY FARRA MANION PORTFOLIO | 35-1964649 | — | NONE | $10K | — |
| HAMILTON CAPITAL LLC | 83-3000171 | — | NONE | $8K | — |
| WINDSOR ADVISORY GROUP LLC | 37-1436845 | — | NONE | $7K | — |
| MESIROW FINANCIAL INVESTMENT | 36-3429599 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $5K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| EQUITY INDEX FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3291426 / PN 001 | Common Collective Trust | — | — | $80.2M | 21.6% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS - | Self-Directed Brokerage | — | — | $54.0M | 14.6% | |
| Vanguard Capital Opportunity Fund Adm 144,894 | Mutual Funds | — | — | $27.4M | 7.4% | |
| Vanguard Wellington Fund Adm 370,754 | Mutual Funds | — | — | $27.4M | 7.4% | |
| Boston Partners All Cap Value Inv 559,472 | Other securities | — | — | $16.8M | 4.5% | |
| JP Morgan Small Cap Equity Fund R5 252,658 | Other securities | — | — | $13.8M | 3.7% | |
| NEW YORK LIFE ANCHOR ACCT LLLL NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $12.3M | 3.3% | |
| Vanguard Total Bond Market Index Fund Adm 1,132,925 | Common Collective Trusts | — | — | $10.7M | 2.9% | |
| BLACKROCK LIFEPATH INDX 2045 FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371113 / PN 001 | Common Collective Trust | — | — | $10.0M | 2.7% | |
| Fidelity Advisor International 495,358 | Mutual Funds | — | — | $9.9M | 2.7% | |
| BLACKROCK LIFEPATH INDX 2040 FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371112 / PN 001 | Common Collective Trust | — | — | $9.8M | 2.6% | |
| BLACKROCK LIFEPATH INDX RET FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371105 / PN 001 | Common Collective Trust | — | — | $8.7M | 2.4% | |
| BLACKROCK LIFEPATH INDX 2035 FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371111 / PN 001 | Common Collective Trust | — | — | $7.8M | 2.1% | |
| BLACKROCK LIFEPATH INDX 2055 FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 27-4255853 / PN 001 | Common Collective Trust | — | — | $7.6M | 2.1% | |
| BLACKROCK LIFEPATH INDX 2050 FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371114 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.8% | |
| Vanguard Total International Stock Index Fund Adm 51,451 | Common Collective Trusts | — | — | $6.5M | 1.8% | |
| MID CAPITALIZATION EQ INDEX FUND K BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3357214 / PN 001 | Common Collective Trust | — | — | $6.1M | 1.7% | |
| BLACKROCK LIFEPATH INDX 2030 FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371110 / PN 001 | Common Collective Trust | — | — | $5.7M | 1.5% | |
| PIMCO Income Instl Fund 499,963 | Mutual Funds | — | — | $5.3M | 1.4% | |
| MFS International Diversification Fund R6 217,213 | Mutual Funds | — | — | $5.0M | 1.3% | |
| RUSSELL 2000 INDEX FUND T BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3380069 / PN 001 | Common Collective Trust | — | — | $4.1M | 1.1% | |
| American Century Mid Cap Value Fund R6 249,524 | Other securities | — | — | $3.9M | 1.0% | |
| Carillon Reams Core Plus Bond Fund I 113,117 | Other securities | — | — | $3.3M | 0.9% | |
| JP Morgan Mid Cap Growth R6 59,751 | Other securities | — | — | $3.1M | 0.8% | |
| BLACKROCK LIFEPATH INDX 2060 FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1908988 / PN 001 | Common Collective Trust | — | — | $2.8M | 0.8% | |
| U.S. TREASURY INFL P0ROT SECU FD K BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371930 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.7% | |
| Goldman Sachs Small Cap Value Fund I 58,776 | Other securities | — | — | $2.4M | 0.6% | |
| REGISTERED INVESTMENT COMPANIES Allspring Short Term Hi Adm 223,600 | Other securities | — | — | $1.8M | 0.5% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through January 2030 | Bonds / Notes | — | — | $793K | 0.2% | |
| Principal Diversified Real Asset Fund I 53,055 | Other securities | — | — | $591K | 0.2% | |
| BLACKROCK LIFEPATH INDEX 2065 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1837050 / PN 001 | Common Collective Trust | — | — | $348K | <0.1% | |
| MONEY MARKET FUND SHARES * Schwab Government Money Inv - | Mutual Funds | — | — | $20K | <0.1% | |
| BLACKROCK LIFEPATH INDX 2025 FUND Q BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 33-6371109 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
