Margo Lamont signed Faegre Drinker Biddle & Reath LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Faegre Drinker Biddle & Reath LLP's EIN is 41-0244008.
Download the official 2024 Form 5500 (PDF) for Faegre Drinker Biddle & Reath LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Faegre Drinker Biddle & Reath LLP'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $81K | — |
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.
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 |
|---|---|---|---|---|---|
| COMPASS CAPITAL MANAGEMENT INC | 41-1611668 | — | NONE | $153K | — |
| PRIVATE CAPITAL MANAGEMENT LLC | 37-1711781 | — | NONE | $21K | — |
| CAPITAL MGMT SERVICES INC | 43-1410129 | — | NONE | $13K | — |
| BOULAY FINANCIAL ADVISORS LLC | 41-1994547 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RIVERBRIDGE PARTNERS LLC | 41-1930193 | — | NONE | $76K | — |
| ALPHA OMEGA FINANCIAL ADVISORY | 86-2466147 | — | NONE | $28K | — |
| HEMINGTON WEALTH MANAGEMENT LL | 46-3425132 | — | NONE | $27K | — |
| HURLOW WEALTH MGMT GROUP INC | 36-4510648 | — | NONE | $23K | — |
| TRADITION WEALTH MANAGEMENT LL | 42-1577774 | — | NONE | $13K | — |
| TOTAL WEALTH PLANNING LLC | 47-0988610 | — | NONE | $12K | — |
| CHICAGO PARTNERS INVESTMENT GR | 26-2835793 | — | NONE | $10K | — |
| GALECKI FINANCIAL MANAGEMENT I | 20-3255637 | — | NONE | $9K | — |
| LMCG INVESTMENTS LLC | 27-0282607 | — | NONE | $8K | — |
| BUCKINGHAM STRATEGIC PARTNERS | 20-8307105 | — | NONE | $7K | — |
| CORDA INVESTMENT | 46-1666044 | — | NONE | $6K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY GRW COMP COMMINGLED POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $120.8M | 15.6% | |
| Self-Directed Brokerage Account * Charles Schwab Bank Schwab Self-Directed Brokerage N/R | Self-Directed Brokerage | — | — | $111.8M | 14.5% | |
| Fidelity Investments Fidelity 500 Index Fund N/R | Mutual Funds | — | — | $52.6M | 6.8% | |
| Fidelity Investments Fidelity Total Market Index Fund N/R | Common Collective Trusts | — | — | $49.5M | 6.4% | |
| Company Pool Fidelity Institutional Asset Fidelity Freedom Blend 2035 N/R | Mutual Funds | — | — | $39.3M | 5.1% | |
| FIDELITYFRDM BLD2035 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $39.3M | 5.1% | |
| Management Trust Company Commingled Pool Class S Fidelity Institutional Asset Fidelity Freedom Blend 2025 N/R | Common Collective Trusts | — | — | $33.0M | 4.3% | |
| FIDELITYFRDM BLD2025 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $33.0M | 4.3% | |
| Vanguard Windsor II Admiral Fund N/R | Mutual Funds | — | — | $31.5M | 4.1% | |
| American Funds Europacific Growth R6 N/R | Mutual Funds | — | — | $28.8M | 3.7% | |
| Management Trust Company Commingled Pool Class S Fidelity Institutional Asset Fidelity Freedom Blend 2030 N/R | Common Collective Trusts | — | — | $27.2M | 3.5% | |
| FIDELITYFRDM BLD2030 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $27.2M | 3.5% | |
| Management Trust Company Commingled Pool Class S Fidelity Institutional Asset Fidelity Freedom Blend 2040 N/R | Common Collective Trusts | — | — | $24.8M | 3.2% | |
| FIDELITYFRDM BLD2040 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $24.8M | 3.2% | |
| Fidelity Investments Fidelity Puritan K6 Fund N/R | Mutual Funds | — | — | $23.0M | 3.0% | |
| Management Trust Company Commingled Pool Class S Fidelity Institutional Asset Fidelity Freedom Blend 2045 N/R | Common Collective Trusts | — | — | $22.4M | 2.9% | |
| FIDELITYFRDM BLD2045 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $22.4M | 2.9% | |
| Dodge and Cox Dodge and Cox Income X N/R | Mutual Funds | — | — | $21.8M | 2.8% | |
| Money Market Fund Gabelli US Treasury N/R | U.S. Treasuries | — | — | $19.0M | 2.5% | |
| Sycamore Capital Victory Small Co Opportunity Fund I N/R | Common Stocks | — | — | $15.1M | 2.0% | |
| FIDELITYFRDM BLD2050 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $15.1M | 2.0% | |
| Fidelity Investments Fidelity Extended Market Index Fund N/R | Common Collective Trusts | — | — | $14.7M | 1.9% | |
| Baron Funds Baron Small Cap Institutional Fund N/R | Other securities | — | — | $13.4M | 1.7% | |
| Pacific Investment Management Pimco High Yield Fund N/R | Mutual Funds | — | — | $13.3M | 1.7% | |
| GALLIARD STABLE RETURN FUND C1 SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $11.8M | 1.5% | |
| Company Fidelity Investments Fidelity U.S. Bond Index Fund N/R | Common Collective Trusts | — | — | $11.5M | 1.5% | |
| Fidelity Institutional Asset Fidelity Freedom Blend 2055 N/R | Mutual Funds | — | — | $8.9M | 1.2% | |
| FIDELITYFRDM BLD2055 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 096 | Common Collective Trust | — | — | $8.9M | 1.2% | |
| Management Trust Company Commingled Pool Class S Fidelity Institutional Asset Fidelity Freedom Blend 2020 N/R | Common Collective Trusts | — | — | $8.2M | 1.1% | |
| FIDELITYFRDM BLD2020 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $8.2M | 1.1% | |
| Fidelity Investments Fidelity Total International Index Fund N/R | Common Collective Trusts | — | — | $7.0M | 0.9% | |
| Cohen and Steers Cohen & Steers Institutional Realty N/R | Other securities | — | — | $6.2M | 0.8% | |
| Shares Fund Vanguard Inflation-Protected Securities N/R | Mutual Funds | — | — | $5.8M | 0.8% | |
| Management Trust Company Commingled Pool Class S Fidelity Institutional Asset Fidelity Freedom Blend 2015 N/R | Common Collective Trusts | — | — | $5.3M | 0.7% | |
| FIDELITYFRDM BLD2015 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $5.3M | 0.7% | |
| Institutional Fund Pacific Investment Management PIMCO International Bond Fund N/R | Mutual Funds | — | — | $3.9M | 0.5% | |
| Management Trust Company Commingled Pool Class S Fidelity Institutional Asset Fidelity Freedom Blend 2060 N/R | Common Collective Trusts | — | — | $3.1M | 0.4% | |
| FIDELITYFRDM BLD2060 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 097 | Common Collective Trust | — | — | $3.1M | 0.4% | |
| Account Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $2.7M | 0.3% | |
| Company Institutional Class Invesco Developing Markets Fund Class N/R | Mutual Funds | — | — | $2.0M | 0.3% | |
| Management Trust Company Commingled Pool Class S Fidelity Institutional Asset Fidelity Freedom Blend 2065 N/R | Common Collective Trusts | — | — | $1.7M | 0.2% | |
| FIDELITYFRDM BLD2065 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 098 | Common Collective Trust | — | — | $1.7M | 0.2% | |
| Management Trust Company Commingled Pool Class S Fidelity Institutional Asset Fidelity Blend Inc. Commingled Pool N/R | Common Collective Trusts | — | — | $1.2M | 0.2% | |
| FIDELITYFRDM BLNDINC CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| R6 Dimensional Fund Advisors DFA Global Real Estate Securities N/R | Mutual Funds | — | — | $1.1M | 0.1% | |
| Management Trust Company Class S Fidelity Institutional Asset Fidelity Freedom Blend 2010 N/R | Mutual Funds | — | — | $781K | 0.1% | |
| FIDELITYFRDM BLD2010 CMGLDPL S FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $781K | 0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $140K | <0.1% | |
| TCW MULTIPLE INVESTMENT TRUST SEI TRUST COMPANY · EIN 26-3015340 / PN 030 | Common Collective Trust | — | — | $0 | <0.1% |
