GINA Santoro signed Dentons US LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dentons US LLP's EIN is 36-1796730.
Download the official 2024 Form 5500 (PDF) for Dentons US LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dentons US LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
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 | $130K | — |
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 |
|---|---|---|---|---|---|
| WILLIAM BLAIR INVESTMENT MGMT | 47-2614791 | — | NONE | $113K | — |
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | NONE | $30K | — |
| HORIZON CAPITAL MANAGEMENT LLC | 26-0070503 | — | NONE | $13K | — |
| EDGEMOOR INVESTMENT ADVISORS I | 52-2202829 | — | NONE | $13K | — |
| ONE CAPITAL MANAGEMENT LLC | 95-4873328 | — | NONE | $12K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURI RMB CAPITAL LLC | 59-3792751 | — | NONE | $245K | — |
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $106K | — |
| ATLANTIC PRIVATE WEALTH LLC | 86-2536045 | — | NONE | $44K | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $43K | — |
| WILMINGTON TRUST FSB | 52-1877389 | — | NONE | $24K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $21K | — |
| KOVITZ INVESTMENT GROUP PARTNE | 47-5657416 | — | NONE | $16K | — |
| MONETA GROUP INVESTMENT ADVISO | 20-1903821 | — | NONE | $13K | — |
| CREATIVE PLANNING LLC | 43-1270780 | — | NONE | $11K | — |
| JP MORGAN PRIVATE WEALTH ADVIS | 81-3858870 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $152.2M | 15.2% | |
| Vanguard INSTITUTIONAL INDEX | Mutual Funds | — | — | $147.7M | 14.8% | |
| Self-directed brokerage accounts SELF-DIRECTED BROKERAGE ACCOUNTS | Self-Directed Brokerage | — | — | $145.8M | 14.6% | |
| Vanguard PRIMECAP ADMIRAL | Mutual Funds | — | — | $108.0M | 10.8% | |
| COLUMBIA TRST CONTRARIAN CORE FD I AMERIPRISE TRUST COMPANY · EIN 41-0007957 / PN 001 | Common Collective Trust | — | — | $70.7M | 7.1% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $48.8M | 4.9% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $47.1M | 4.7% | |
| American Funds Distributors AMERICAN BALANCED FUND R6 | Mutual Funds | — | — | $35.3M | 3.5% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $33.2M | 3.3% | |
| American Funds Distributors EUROPACIFIC GROWTH R6 | Mutual Funds | — | — | $30.5M | 3.1% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $29.7M | 3.0% | |
| ARTISAN MID CAP GROWTH TRUST SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $28.8M | 2.9% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $28.3M | 2.8% | |
| Vanguard SHORT-TERM BOND INSTL | Mutual Funds | — | — | $27.0M | 2.7% | |
| FIAM CORE PLUS COM POOL CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $26.5M | 2.7% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $25.4M | 2.5% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $22.9M | 2.3% | |
| GOLDMAN SACHS STB VAL COLLECT TR FD THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $22.7M | 2.3% | |
| John Hancock JHCOCK3 DISCIPLINED VAL MCP R6 | Other securities | — | — | $20.3M | 2.0% | |
| Vanguard SM CAP INDEX INSTL | Mutual Funds | — | — | $17.0M | 1.7% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $14.1M | 1.4% | |
| Vanguard TOTAL INTL STK INSTL | Mutual Funds | — | — | $13.2M | 1.3% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $8.3M | 0.8% | |
| CASH | Cash / Money Market | — | — | $6.4M | 0.6% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $5.4M | 0.5% | |
| Ninety One NINETY ONE EMERGING MRKTS EQTY | Other securities | — | — | $5.3M | 0.5% | |
| Loans, maturing through 2043, * Participant loans interest rates from 4.25% to 9.50% | Bonds / Notes | — | — | $3.8M | 0.4% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.2% | |
| Principal DIVERSIFIED REAL | Other securities | — | — | $1.0M | 0.1% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $765K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $630K | <0.1% | |
| investments BH OPPORTY FD PARTNERS IV LP | OTHER | — | — | $60K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $11K | <0.1% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% |
