David Rogers signed Winston & Strawn LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winston & Strawn LLP's EIN is 36-1975990.
Download the official 2024 Form 5500 (PDF) for Winston & Strawn LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winston & Strawn LLP's plan includes a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), ERISA 404(c) participant direction.
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 | -$569K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $129K | — |
| MERRILL LYNCH |
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.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $34K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE & TOUCHE, LLP | 13-3891517 | — | ACCOUNTANT/AUDITOR | $47K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO K MUTUAL FUNDS | Mutual Funds | — | — | $218.3M | 17.4% | |
| FID 500 INDEX MUTUAL FUNDS | Common Collective Trusts | — | — | $150.1M | 12.0% | |
| BROKERAGELINK VARIOUS COMMON AND PREFERRED STOCKS, MUTUAL FUNDS, GOVERNMENT SECURITIES | U.S. Treasuries | — | — | $68.5M | 5.5% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $62.6M | 5.0% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $58.2M | 4.6% | |
| DODGE & COX STOCK I MUTUAL FUNDS | Mutual Funds | — | — | $55.8M | 4.5% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $55.2M | 4.4% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $50.5M | 4.0% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $47.9M | 3.8% | |
| VANG WELLINGTON ADM MUTUAL FUNDS | Other securities | — | — | $43.3M | 3.5% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $42.7M | 3.4% | |
| MIP II CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $32.3M | 2.6% | |
| DODGE&COX INTL STK I MUTUAL FUNDS | Mutual Funds | — | — | $29.6M | 2.4% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $25.9M | 2.1% | |
| PGIM TOTAL RTN BD R6 MUTUAL FUNDS | Other securities | — | — | $25.9M | 2.1% | |
| FID GOVT MMKT MUTUAL FUNDS | Mutual Funds | — | — | $25.8M | 2.1% | |
| FID EXTD MKT IDX MUTUAL FUNDS | Common Collective Trusts | — | — | $25.6M | 2.0% | |
| FID EQUITY INCOME K MUTUAL FUNDS | Mutual Funds | — | — | $24.0M | 1.9% | |
| J H SMALL CAP VAL I MUTUAL FUNDS | Other securities | — | — | $23.5M | 1.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $23.4M | 1.9% | |
| FID INTL INDEX MUTUAL FUNDS | Mutual Funds | — | — | $19.3M | 1.5% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $15.8M | 1.3% | |
| J H VENTURE I MUTUAL FUNDS | Other securities | — | — | $14.9M | 1.2% | |
| VANG FTSE SOC IDX IS MUTUAL FUNDS | Common Collective Trusts | — | — | $14.5M | 1.2% | |
| JH DSCPL VAL MDCP A MUTUAL FUNDS | Other securities | — | — | $14.0M | 1.1% | |
| CRM MID CAP VAL INST MUTUAL FUNDS | Other securities | — | — | $13.9M | 1.1% | |
| VANG TOT BD MKT INST MUTUAL FUNDS | Other securities | — | — | $12.7M | 1.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.6M | 1.0% | |
| VANG INFL PROT INST MUTUAL FUNDS | Other securities | — | — | $7.4M | 0.6% | |
| C&S INST REALTY SHS MUTUAL FUNDS | Common Stocks | — | — | $6.1M | 0.5% | |
| Notes recei va bl e from pa rti ci pa nts PARTICIPANT LOANS AT INTEREST RATES OF 4.25% to 9.50% | Bonds / Notes | — | — | $3.0M | 0.2% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.2% |
