Todd Womack signed Godfrey & KAHN, S.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Godfrey & KAHN, S.C.'s EIN is 39-1128206.
Download the official 2024 Form 5500 (PDF) for Godfrey & KAHN, S.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Godfrey & KAHN, S.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $100K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROBERT W BAIRD | 39-6037917 | — | NONE | $75K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index N/R | Mutual Funds | — | — | $51.6M | 20.2% | |
| PRINCIPAL BLUE CHIP FD T-I WILMINGTON TRUST CIT PRINCIPAL BLUE CHIP EQUITY FUND · EIN 38-7275324 / PN 001 | Common Collective Trust | — | — | $34.8M | 13.6% | |
| Dodge & Cox Stock Cl I N/R | Mutual Funds | — | — | $24.9M | 9.7% | |
| T ROWE PRICE STABLE VALUE FUND T ROWE PRICE · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $17.2M | 6.7% | |
| American Funds Europacific Growth R6 N/R | Mutual Funds | — | — | $14.4M | 5.6% | |
| Carillon Eagle Mid Cap Growth Fund R5 N/R | Other securities | — | — | $11.0M | 4.3% | |
| Vanguard Mid-Cap Index Fund N/R | Common Collective Trusts | — | — | $9.9M | 3.9% | |
| TCW MetWest Total Return Bd Admin N/R | Other securities | — | — | $8.2M | 3.2% | |
| Vanguard Small Cap Index l N/R | Mutual Funds | — | — | $8.1M | 3.2% | |
| Macquarie Mid Cap Income Opportunities Fund Instl N/R | Other securities | — | — | $8.0M | 3.1% | |
| Fidelity Freedom Index 2030 N/R | Mutual Funds | — | — | $7.7M | 3.0% | |
| Fidelity Freedom Index 2035 N/R | Mutual Funds | — | — | $7.1M | 2.8% | |
| Vanguard Total Bond Market Index Fund N/R | Common Collective Trusts | — | — | $7.0M | 2.8% | |
| Vanguard Total Intl Stock Index I N/R | Mutual Funds | — | — | $6.6M | 2.6% | |
| Fidelity Freedom Index 2050 Instl Prem Fidelity Freedom Index 2050 Instl Pr | Mutual Funds | — | $5.5M | $5.8M | 2.3% | |
| Fidelity Freedom Index 2050 N/R | Mutual Funds | — | — | $5.6M | 2.2% | |
| Fidelity Freedom Index 2025 N/R | Mutual Funds | — | — | $4.3M | 1.7% | |
| American Century Small Cap Value R6 N/R | Mutual Funds | — | — | $4.0M | 1.5% | |
| Fidelity Freedom Index 2040 N/R | Mutual Funds | — | — | $3.6M | 1.4% | |
| Fidelity Freedom Index 2040 Instl Prem Fidelity Freedom Index 2040 Instl Pr | Mutual Funds | — | $3.1M | $3.4M | 1.3% | |
| Franklin Small Cap Growth II Adv N/R | Mutual Funds | — | — | $3.1M | 1.2% | |
| Fidelity Freedom Index 2045 N/R | Mutual Funds | — | — | $3.0M | 1.2% | |
| Fidelity Freedom Index 2020 Instl Prem Fidelity Freedom Index 2020 Instl Pr | Mutual Funds | — | $2.8M | $2.8M | 1.1% | |
| Pimco All Asset Fund-Institutional N/R | Mutual Funds | — | — | $2.4M | 0.9% | |
| Fidelity Freedom Index 2055 N/R | Mutual Funds | — | — | $2.4M | 0.9% | |
| Fidelity Freedom Index 2060 N/R | Mutual Funds | — | — | $1.8M | 0.7% | |
| Fidelity Freedom Index 2015 N/R | Mutual Funds | — | — | $1.1M | 0.4% | |
| Fidelity Freedom Index Income InstlPrem Fidelity Freedom Index Income InstlP | Mutual Funds | — | $520K | $527K | 0.2% | |
| Fidelity Freedom Index 2065 N/R | Mutual Funds | — | — | $341K | 0.1% | |
| Participant Loans Interest rates: 2.38% - 8.50% $0 | Bonds / Notes | — | — | $290K | 0.1% | |
| VALUE Participant Loan Master Participant Loan Master Participant Loan | Participant loans | — | $290K | $290K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
