Thomas Schwartz signed Robins Kaplan LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robins Kaplan LLP's EIN is 41-0719631.
Download the official 2024 Form 5500 (PDF) for Robins Kaplan LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robins Kaplan LLP's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$265K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Growth Company Fund Class K | Mutual Funds | — | — | $102.6M | 26.8% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $69.6M | 18.2% | |
| JPMorgan JPM Equity Income R6 | Other securities | — | — | $21.4M | 5.6% | |
| Fidelity Freedom 2040 Fund Class K | Mutual Funds | — | — | $17.1M | 4.5% | |
| Fidelity Money Market Government Portfolio Class | Mutual Funds | — | — | $16.3M | 4.3% | |
| Fidelity Freedom 2045 Fund Class K | Mutual Funds | — | — | $14.1M | 3.7% | |
| Fidelity Freedom 2050 Fund Class K | Mutual Funds | — | — | $13.2M | 3.5% | |
| Fidelity Freedom 2025 Fund Class K | Mutual Funds | — | — | $11.0M | 2.9% | |
| Victory Capital Sycamore Establish Fund Class Y | Other securities | — | — | $10.6M | 2.8% | |
| Fidelity Freedom 2035 Fund Class K | Mutual Funds | — | — | $10.5M | 2.7% | |
| Fidelity Low-Priced Stock Fund Class K | Mutual Funds | — | — | $10.1M | 2.7% | |
| Fidelity Freedom 2030 Fund Class K | Mutual Funds | — | — | $10.1M | 2.7% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $8.9M | 2.3% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $8.3M | 2.2% | |
| Macquarie Mid Cap Growth Fund Class I | Other securities | — | — | $7.9M | 2.1% | |
| Fidelity Freedom 2055 Fund Class K | Mutual Funds | — | — | $5.8M | 1.5% | |
| Fidelity Total Bond Fund | Mutual Funds | — | — | $5.8M | 1.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $5.7M | 1.5% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $4.7M | 1.2% | |
| Fidelity Freedom 2020 Fund Class K | Mutual Funds | — | — | $4.5M | 1.2% | |
| Fidelity Freedom 2015 Fund Class K | Mutual Funds | — | — | $3.1M | 0.8% | |
| Columbia Small Cap Growth Fund | Other securities | — | — | $2.4M | 0.6% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.2M | 0.6% | |
| Fidelity Emerging Markets Fund Class K | Mutual Funds | — | — | $2.2M | 0.6% | |
| Fidelity Freedom 2060 Fund Class K | Mutual Funds | — | — | $2.1M | 0.6% | |
| Fidelity Freedom K Index Fund | Common Collective Trusts | — | — | $2.0M | 0.5% | |
| American Century Small Cap Value Fund R6 Class | Other securities | — | — | $1.8M | 0.5% | |
| PGIM High Yield | Other securities | — | — | $1.6M | 0.4% | |
| NWML Cash Surrender Value of Life Insurance Policies | Cash / Money Market | — | — | $758K | 0.2% | |
| Participants Participant Loans Rates from 3.75% to 9.00% - | Bonds / Notes | — | — | $606K | 0.2% | |
| Fidelity Freedom 2010 Fund Class K | Mutual Funds | — | — | $441K | 0.1% | |
| Fidelity Freedom 2065 Fund Class K | Mutual Funds | — | — | $278K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
