Mary Claire Chesshire signed Whiteford, Taylor & Preston, L.L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Whiteford, Taylor & Preston, L.L.P.'s EIN is 52-0619214.
Download the official 2024 Form 5500 (PDF) for Whiteford, Taylor & Preston, L.L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Whiteford, Taylor & Preston, L.L.P.'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CURIO WEALTH | 93-2822251 | — | NONE | $15K | — |
| CASTLE ROCK PRIVATE WEALTH |
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 | |||||
|---|---|---|---|---|---|---|
| WHITEFORD TAYLOR & PRESTON LLP MAST WHITEFORD TAYLOR & PRESTON LLP · EIN 52-0619214 / PN 100 | Master Trust | — | — | $109.7M | 99.9% | |
| 8.50% | Bonds / Notes | — | — | $124K | 0.1% | |
| LOANS TO VARIOUS PARTICIPANTS INTEREST RATE RANGE: 3.25% TO 8.50% | Bonds / Notes | — | — | $124K | 0.1% |
| — |
| GREENWOOD VILLAGE, CO |
| NONE |
| $6K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
