Thomas J 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 cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | NEW YORK, NY | NONE | $69K | — |
| SAGE ADVISORY SERVICES, LTD CO. | 74-2798841 | — | NONE | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various Investments Held at Matrix Trust Company (See Attached) | Common Stocks | — | $22.6M | $24.3M | 86.3% |