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 a cash-balance formula.
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 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.0M | 23.4% | |
| Baird Short-Term Bond Institutional Fund | Other securities | — | $9.5M | $9.6M | 12.5% | |
| Baird Aggregate Bond Institutional Fund | Other securities | — | $8.1M | $7.7M | 10.1% | |
| Blackrock Strategic Income Opportunity Fund | Other securities | — | $7.3M | $7.3M | 9.5% | |
| Harbor Capital Core Bond Fund | Other securities | — | $7.2M | $7.2M | 9.3% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | $5.4M | $7.1M | 9.2% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | $2.2M | $2.5M | 3.3% | |
| Schwab Treasury Inflation Protected Fund | U.S. Treasuries | — | $2.4M | $2.4M | 3.1% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | $2.1M | $2.2M | 2.9% | |
| WCM Focused International Growth Fund | Other securities | — | $2.4M | $2.2M | 2.9% | |
| Cohen & Steers Realty Institutional Fund | Other securities | — | $1.8M | $1.9M | 2.5% | |
| Artisan High Income Fund | Other securities | — | $1.9M | $1.9M | 2.4% | |
| DWS RREEF Real Assets Fund | Other securities | — | $1.8M | $1.8M | 2.3% | |
| Brandywine Global Opportunity Fund | Other securities | — | $1.8M | $1.7M | 2.2% | |
| Vanguard Small Cap I Fund | Mutual Funds | — | $1.1M | $1.3M | 1.6% | |
| Metropolitan West Total Return Bond Fund 92 PIMCO RAE Emerging Markets Inst. Fund | Mutual Funds | — | $1.1M | $1.1M | 1.4% | |
| GQG Partners Emerging Market Equity Fund | Other securities | — | $989K | $1.1M | 1.4% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | $9K | $9K | <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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
