Robert Flanagan signed Seyfarth Shaw LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seyfarth Shaw LLP's EIN is 36-2152202.
Download the official 2024 Form 5500 (PDF) for Seyfarth Shaw LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Seyfarth Shaw 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), life insurance.
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 | $395K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Participant Individual Brokerage Accounts * Charles Schwab Trust Bank Self-Directed Brokerage Accounts # | Self-Directed Brokerage | — | — | $209.5M | 22.6% | |
| Fidelity 500 Index Fund # | Mutual Funds | — | — | $97.9M | 10.6% | |
| Vanguard Trust Company Vanguard Total Bond Market Index Institutional Fund # | Mutual Funds | — | — | $58.9M | 6.4% | |
| Fidelity Large Cap Growth Index Fund # | Common Collective Trusts | — | — | $56.7M | 6.1% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $44.9M | 4.8% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $43.0M | 4.6% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $42.7M | 4.6% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $31.0M | 3.4% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $30.3M | 3.3% | |
| Charles Schwab Trust Bank Schwab International Index Fund # | Common Collective Trusts | — | — | $29.8M | 3.2% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $29.4M | 3.2% | |
| Fidelity Large Cap Value Index Fund # | Common Collective Trusts | — | — | $25.0M | 2.7% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $22.2M | 2.4% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $17.6M | 1.9% | |
| Vanguard Trust Company Vanguard Intermediate-Term Government Bond Index Institutional Fund # | U.S. Treasuries | — | — | $15.8M | 1.7% | |
| Vanguard Trust Company Vanguard Mid-Cap Growth Index Fund # | Common Collective Trusts | — | — | $14.2M | 1.5% | |
| Fidelity Emerging Markets Index Fund # | Common Collective Trusts | — | — | $14.2M | 1.5% | |
| Vanguard Trust Company Vanguard Small-Cap Growth Index Institutional Fund # | Mutual Funds | — | — | $14.0M | 1.5% | |
| Vanguard Trust Company Vanguard Small-Cap Value Index Institutional Fund # | Mutual Funds | — | — | $13.2M | 1.4% | |
| Vanguard Trust Company Vanguard Mid-Cap Value Index Fund # | Common Collective Trusts | — | — | $12.1M | 1.3% | |
| Vanguard Trust Company Vanguard Mid-Cap Index Institutional Fund # | Mutual Funds | — | — | $12.0M | 1.3% | |
| Vanguard Trust Company Vanguard REIT Index Fund # | Common Collective Trusts | — | — | $12.0M | 1.3% | |
| Charles Schwab Trust Bank Schwab Small-Cap Index Fund # | Common Collective Trusts | — | — | $10.9M | 1.2% | |
| Charles Schwab Trust Bank Schwab Fundamental International Large Company Index Fund # | Common Collective Trusts | — | — | $9.7M | 1.1% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $8.7M | 0.9% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $6.6M | 0.7% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $5.9M | 0.6% | |
| and maturities through May 2039 # | Other securities | — | — | $4.7M | 0.5% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $4.5M | 0.5% | |
| Charles Schwab Trust Bank Schwab Fundamental International Small Mid Company Index Fund # | Common Collective Trusts | — | — | $3.6M | 0.4% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $483K | <0.1% |
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 |
|---|---|---|---|---|---|
| HEINZ GLOBAL ASSET MGMT INC | 45-2510991 | — | NONE | $39K | — |
| GEMMER ASSET MANAGEMENT LLC | 94-3317854 | — | NONE | $39K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | NONE | $13K | — |
| SIGNATURE INVESTMENT ADVISORS | 45-3791510 | — | NONE | $11K | — |
| 7SUMMIT ADVISORS LLC | 46-5028938 | — | NONE | $8K | — |
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT SERVICE | 36-4410122 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $74K | — |
| INGALLS & SNYDER LLC | 13-5156620 | — | NONE | $33K | — |
| SAVANT CAPITAL LLC | 45-3812777 | — | NONE | $31K | — |
| WEALTH ENHANCEMENT ADVISORY SE | 41-2016508 | — | NONE | $20K | — |
| JMG FINANCIAL GROUP LTD | 36-3275370 | — | NONE | $18K | — |
| BLEAKLEY FINANCIAL GROUP LLC | 47-2523848 | — | NONE | $18K | — |
| BRINKER CAPITAL INVESTMENTS LL | 32-0070947 | — | NONE | $18K | — |
| RAYMOND JAMES & ASSOCIATES INC | 59-1237041 | — | NONE | $17K | — |
| CURI RMB CAPITAL LLC | 59-3792751 | — | NONE | $16K | — |
| GERBER KAWASAKI WEALTH & | 27-2274173 | — | NONE | $14K | — |
| MARINER LLC | 20-4553256 | — | NONE | $11K | — |
| FLEXIBLE PLAN INVESTMENTS LTD | 38-2340348 | — | NONE | $8K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $7K | — |
