Baker & McKenzie LLP's EIN is 36-2137456.
Download the official 2023 Form 5500 (PDF) for Baker & McKenzie LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Baker & McKenzie LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERNST & YOUNG LLP | 34-6565596 | — | NONE | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST PLAN SERVICES | 91-2090931 | — | NONE | $196K | — |
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 common collective trust] | Other | — | — | $476.2M | 69.4% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $168.0M | 24.5% | |
| EQUITY INDEX FUND T BLACKROCK · EIN 94-3324028 / PN 001 | Common Collective Trust | — | — | $120.2M | 17.5% | |
| EQUITY II FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 006 | Common Collective Trust | — | — | $64.7M | 9.4% | |
| GLOBAL BALANCED FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 022 | Common Collective Trust | — | — | $39.8M | 5.8% | |
| INVESTMENT CONTRACT FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 012 | Common Collective Trust | — | — | $39.1M | 5.7% | |
| FIXED INCOME I FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 002 | Common Collective Trust | — | — | $24.0M | 3.5% | |
| TARGET RETIREMENT 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $19.1M | 2.8% | |
| TARGET RETIREMENT 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $18.5M | 2.7% | |
| TARGET RETIREMENT 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $17.8M | 2.6% | |
| TARGET RETIREMENT 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $17.1M | 2.5% | |
| TARGET RETIREMENT 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $15.5M | 2.3% | |
| FIXED INCOME II FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 009 | Common Collective Trust | — | — | $14.6M | 2.1% | |
| TARGET RETIREMENT 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.1M | 1.8% | |
| EXTENDED EQUITY MARKET FUND T BLACKROCK · EIN 46-3859614 / PN 001 | Common Collective Trust | — | — | $11.8M | 1.7% | |
| TARGET RETIREMENT 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.6% | |
| TARGET RETIREMENT 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $10.0M | 1.5% | |
| MSCI ACWI EX US IMI INDEX FUND T BLACKROCK · EIN 46-3820806 / PN 001 | Common Collective Trust | — | — | $8.6M | 1.2% | |
| US DEBT INDEX FUND W BLACKROCK · EIN 94-3385892 / PN 001 | Common Collective Trust | — | — | $7.0M | 1.0% | |
| TARGET RETIREMENT INCOME TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $6.8M | 1.0% | |
| REAL ASSET FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 075 | Common Collective Trust | — | — | $6.6M | 1.0% | |
| TARGET RETIREMENT 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.7M | 0.8% | |
| SHORT-TERM INVESTMENT FUND FRANK RUSSELL TRUST COMPANY · EIN 91-1117282 / PN 001 | Common Collective Trust | — | — | $3.2M | 0.5% | |
| TARGET RETIREMENT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.5M | 0.4% | |
| [Assets held in participant loans] | Other | — | — | $1.8M | 0.3% | |
| TARGET RETIREMENT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $830K | 0.1% |
| SAGEVIEW |
| 33-0818667 |
| — |
| NONE |
| $61K |
| — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $44K | — |
| MASTERY POINT | 41-1810775 | — | NONE | $8K | — |
| RUSSELL TRUST COMPANY | 91-1116938 | — | NONE | $4K | — |
