Stacy Reyan signed Bates White, LLC.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bates White, LLC.'s EIN is 52-2183096.
Download the official 2024 Form 5500 (PDF) for Bates White, LLC. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bates White, LLC.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Mutual Fund N/R | Common Collective Trusts | — | — | $26.6M | 21.1% | |
| Fidelity Contrafund Class K6 Mutual Fund N/R | Mutual Funds | — | — | $13.0M | 10.3% | |
| Fidelity Total Market Index Mutual Fund N/R | Common Collective Trusts | — | — | $8.7M | 6.9% | |
| Fidelity Extended Market Index Mutual Fund N/R | Mutual Funds | — | — | $7.1M | 5.6% | |
| T. Rowe Price Retirement 2050 Mutual Fund N/R | Other securities | — | — | $6.4M | 5.1% | |
| T. Rowe Price Retirement 2040 Mutual Fund N/R | Other securities | — | — | $6.2M | 4.9% | |
| T. Rowe Price Retirement 2060 Mutual Fund N/R | Other securities | — | — | $5.3M | 4.2% | |
| T. Rowe Price Retirement 2045 Mutual Fund N/R | Other securities | — | — | $4.8M | 3.8% | |
| Dodge & Cox Stock X Mutual Fund N/R | Mutual Funds | — | — | $4.8M | 3.8% | |
| Fidelity International Index Mutual Fund N/R | Mutual Funds | — | — | $4.5M | 3.5% | |
| Artisan Mid Cap Inst Mutual Fund N/R | Other securities | — | — | $3.4M | 2.7% | |
| Baird Core Plus Bond Inv Mutual Fund N/R | Other securities | — | — | $3.2M | 2.6% | |
| T. Rowe Price Retirement 2035 Mutual Fund N/R | Other securities | — | — | $3.2M | 2.6% | |
| Fidelity Blue Chip Growth Fund Class K6 Mutual Fund N/R | Mutual Funds | — | — | $3.2M | 2.5% | |
| T. Rowe Price Retirement 2055 Mutual Fund N/R | Other securities | — | — | $3.0M | 2.4% | |
| T. Rowe Price Retirement 2025 Mutual Fund N/R | Other securities | — | — | $2.8M | 2.2% | |
| Vanguard Total Bond Market Index Adm Mutual Fund N/R | Mutual Funds | — | — | $2.5M | 2.0% | |
| Fidelity Emerging Markets Fund Class K Mutual Fund N/R | Mutual Funds | — | — | $2.5M | 2.0% | |
| Fidelity International Discovery Fund Class K Mutual Fund N/R | Mutual Funds | — | — | $2.5M | 2.0% | |
| Fidelity Government Money Market Fund Money Market Fund N/R | Mutual Funds | — | — | $2.4M | 1.9% | |
| Victory Sycamore Established Value Fund Mutual Fund N/R | Other securities | — | — | $2.4M | 1.9% | |
| Class R6 DFA US Small Market Cap Value Mutual Fund N/R | Mutual Funds | — | — | $2.3M | 1.8% | |
| T. Rowe Price Retirement 2065 Mutual Fund N/R | Other securities | — | — | $1.3M | 1.0% | |
| T. Rowe Price Retirement 2020 Mutual Fund N/R | Other securities | — | — | $1.0M | 0.8% | |
| T. Rowe Price Retirement 2030 Mutual Fund N/R | Other securities | — | — | $754K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $642K | 0.5% | |
| Cohen & Steers Realty Shares Fund Mutual Fund N/R | Other securities | — | — | $592K | 0.5% | |
| Conestoga Small Cap Fund Investors Class Mutual Fund N/R | Other securities | — | — | $476K | 0.4% | |
| Participant Loans Interest rates: 4.25%-9.50% $0 | Bonds / Notes | — | — | $305K | 0.2% | |
| Principal Diversified Real Asset Fund R6 Mutual Fund N/R | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
