Jane C. Koehl signed Venable LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Venable LLP's EIN is 52-0517250.
Download the official 2024 Form 5500 (PDF) for Venable LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Venable LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, 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 | $223K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS LLC | 04-3638035 | — |
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 Fund | Common Collective Trusts | — | — | $161.9M | 21.1% | |
| Vanguard Extended Market Index Fund Institutional Class | Common Collective Trusts | — | — | $80.4M | 10.5% | |
| T. Rowe Price Institutional Large Cap Growth Fund I Class | Other securities | — | — | $72.3M | 9.4% | |
| Fidelity Freedom 2030 Fund Institutional | Mutual Funds | — | — | $50.2M | 6.5% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $40.2M | 5.3% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $37.6M | 4.9% | |
| Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $32.1M | 4.2% | |
| Vanguard Total Bond Market Index Fund Institutional Class | Common Collective Trusts | — | — | $31.4M | 4.1% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $29.9M | 3.9% | |
| Fidelity Freedom 2025 Fund Institutional | Mutual Funds | — | — | $28.7M | 3.7% | |
| Fidelity Freedom 2035 Fund Institutional | Mutual Funds | — | — | $23.5M | 3.1% | |
| Fidelity Freedom 2040 Fund Institutional | Mutual Funds | — | — | $23.0M | 3.0% | |
| Fidelity Freedom 2045 Fund Institutional | Mutual Funds | — | — | $22.2M | 2.9% | |
| Fidelity Freedom 2050 Fund Institutional | Mutual Funds | — | — | $18.5M | 2.4% | |
| EuroPacific Growth Fund Class R6 | Other securities | — | — | $17.8M | 2.3% | |
| Fidelity Freedom 2055 Fund Institutional | Mutual Funds | — | — | $16.2M | 2.1% | |
| Vanguard Inflation Protected Securities Fund | Mutual Funds | — | — | $12.3M | 1.6% | |
| Vanguard Real Estate Index Fund Institutional Class | Common Collective Trusts | — | — | $11.9M | 1.6% | |
| Fidelity Freedom 2020 Fund Institutional | Mutual Funds | — | — | $11.4M | 1.5% | |
| Fidelity Freedom 2060 Fund Institutional | Mutual Funds | — | — | $11.2M | 1.5% | |
| Dodge & Cox Income Fund Class X | Mutual Funds | — | — | $4.2M | 0.5% | |
| Participant Loans | Participant loans | — | — | $3.9M | 0.5% | |
| Fidelity Freedom Income Fund Institutional | Mutual Funds | — | — | $3.4M | 0.4% | |
| SSgA Target Retirement 2025 Non-Lending Series Fund Class K | Common Collective Trusts | — | — | $16K | <0.1% | |
| SS TRGT RET 2025 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 400 | Common Collective Trust | — | — | $16K | <0.1% | |
| Fidelity Freedom 2065 Fund Institutional | Mutual Funds | — | — | $8K | <0.1% | |
| Fidelity Freedom 2015 Fund Institutional | Mutual Funds | — | — | $653 | <0.1% | |
| SS TRGT RET 2020 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 399 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2030 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 401 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2035 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 402 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2040 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 403 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2045 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 404 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2050 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 405 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2055 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 406 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2060 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 421 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET INC NL SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 407 | Common Collective Trust | — | — | $0 | <0.1% | |
| ARISTOTLE COLLECTIVE INVESTMENT TR SEI TRUST COMPANY · EIN 81-2704975 / PN 095 | Common Collective Trust | — | — | $0 | <0.1% | |
| WELLINGTON CORE BOND SERIES 3 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 156 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $72K |
| — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $19K | — |
| BRIDGEWATER ADVISORS INC | 13-3666115 | — | NONE | $14K | — |
| THOMA CAPITAL MANAGEMENT LLC | 52-2153736 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOUT CAUSEY & HORNING PA | 52-1743645 | — | NONE | $50K | — |
| HUDSON PORTFOLIO MANAGEMENT LL | 20-0475351 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
