Katten Muchin Rosenman LLP's EIN is 36-2796532.
Download the official 2024 Form 5500 (PDF) for Katten Muchin Rosenman LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Katten Muchin Rosenman 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 | $146K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY GROWTH COMPANY COMGLD POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $121.2M | 15.3% | |
| Vanguard Total Stk Index Inst | Mutual Funds | — | — | $109.6M | 13.8% | |
| TARGET RETIREMENT 2025 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $80.9M | 10.2% | |
| TARGET RETIREMENT 2035 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $78.1M | 9.8% | |
| TARGET RETIREMENT 2045 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $60.1M | 7.6% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $38.6M | 4.9% | |
| JP Morgan Equity Income R6 | Other securities | — | — | $29.6M | 3.7% | |
| Blackrock Adv Sm Cap Core Inst | Mutual Funds | — | — | $25.9M | 3.3% | |
| Vanguard Total Bd Mkt Idx Inst | Common Collective Trusts | — | — | $22.9M | 2.9% | |
| Blackrock Total Return K | Other securities | — | — | $22.8M | 2.9% | |
| Vanguard Developed Mkts Indx Inst | Mutual Funds | — | — | $19.9M | 2.5% | |
| Europacific Growth R6 | Other securities | — | — | $19.8M | 2.5% | |
| Vanguard Ret Income Trust II | Mutual Funds | — | — | $13.2M | 1.7% | |
| TARGET RETIREMENT INCOME FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $13.2M | 1.7% | |
| TARGET RETIREMENT 2055 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.0M | 1.5% | |
| TARGET RETIREMENT 2050 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $9.4M | 1.2% | |
| TARGET RETIREMENT 2040 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $8.9M | 1.1% | |
| TARGET RETIREMENT 2060 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $6.8M | 0.9% | |
| TARGET RETIREMENT 2030 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $5.9M | 0.7% | |
| RBC Emerging Markets Equity I | Other securities | — | — | $5.6M | 0.7% | |
| TARGET RETIREMENT 2020 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $2.2M | 0.3% | |
| through 2030 | Other securities | — | — | $1.7M | 0.2% | |
| TARGET RETIREMENT 2065 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $187K | <0.1% | |
| TARGET RETIREMENT 2070 FUND VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPITAL MGMT SERVICES INC |
| 43-1410129 |
| — |
| NONE |
| $0 |
| — |
| WEALTHSPIRE ADVISORS LLC | 13-3831584 | — | NONE | $0 | — |
| HOWARD CAPITAL MGMT INC | 76-0661984 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | NONE | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | — | NONE | $144K | — |
| CERITY PARTNERS LLC | 27-1180831 | — | NONE | $0 | — |
| SIGNATURE ESTATE AND INVESTMENT | 95-4806910 | — | NONE | $0 | — |
| MESIROW FINANCIAL INVST. MGMT. INC. | 36-3429599 | — | NONE | $0 | — |
| CORIENT PRIVATE WEALTH LLC | 88-0967642 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
