Jane Koehl signed Venable LLP's 2023 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 2023 Form 5500 (PDF) for Venable LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Venable 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 | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCATON INVESTMENT ADVISORS, LLC | 04-3638035 | — | NONE | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $678K | 96.4% | |
| [Assets held in common collective trust] | Other | — | — | $25K | 3.6% | |
| INVESCO STABLE VALUE TRUST INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $25K | 3.6% | |
| 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 2025 N-L SERS FD CL K STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 400 | 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% |
| THOMA CAPITAL MANAGEMENT LLC | 52-2153736 | — | NONE | $13K | — |
| POINTER FINANCIAL ADVISORS LLC | 93-1936612 | — | NONE | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STOUT CAUSEY & HORNING PA | 52-1743645 | — | NONE | $28K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $173 | — |
