Agnes DOLA signed Vedder Price, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Vedder Price, P.C.'s EIN is 36-3254526.
Download the official 2024 Form 5500 (PDF) for Vedder Price, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Vedder Price, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $70K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $68K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fund Admiral Shares Mutual Funds * Vanguard Institutional Index Fund Institutional N/R | Common Collective Trusts | — | — | $76.1M | 14.6% | |
| Shares * Vanguard Wellington Fund Admiral Shares N/R | Mutual Funds | — | — | $49.3M | 9.5% | |
| Vanguard Capital Opportunity Fund Admiral N/R | Mutual Funds | — | — | $37.6M | 7.2% | |
| Shares Capital Group American Funds The Growth Fund of N/R | Mutual Funds | — | — | $35.3M | 6.8% | |
| America Class R-6 * Vanguard Total Stock Market Index Fund N/R | Common Collective Trusts | — | — | $33.5M | 6.4% | |
| Institutional Shares * Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $33.2M | 6.4% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $19.6M | 3.8% | |
| Institutional Shares * Vanguard Small-Cap Index Fund Institutional N/R | Common Collective Trusts | — | — | $19.5M | 3.7% | |
| Shares * Vanguard International Growth Fund Admiral N/R | Mutual Funds | — | — | $18.9M | 3.6% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $18.2M | 3.5% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $16.6M | 3.2% | |
| Money Market Fund * Vanguard Cash Reserves Federal Money Market N/R | Mutual Funds | — | — | $15.6M | 3.0% | |
| Shares * Vanguard Total International Stock Index Fund N/R | Common Collective Trusts | — | — | $15.0M | 2.9% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $15.0M | 2.9% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $14.5M | 2.8% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $13.5M | 2.6% | |
| Institutional Shares * Vanguard Windsor II Fund Admiral Shares N/R | Mutual Funds | — | — | $13.4M | 2.6% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $12.2M | 2.3% | |
| Vanguard Balanced Index Fund Institutional N/R | Common Collective Trusts | — | — | $12.0M | 2.3% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $11.1M | 2.1% | |
| Self-Directed Brokerage Account * Vanguard Brokerage Option, Registered N/R | Self-Directed Brokerage | — | — | $8.6M | 1.7% | |
| Shares T. Rowe Price Small-Cap Stock Fund I Class N/R | Other securities | — | — | $7.1M | 1.4% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $6.7M | 1.3% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $3.7M | 0.7% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $3.0M | 0.6% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $1.2M | 0.2% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $205K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $23K | <0.1% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $743 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
