Steven Coffin signed Arentfox Schiff LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arentfox Schiff LLP's EIN is 53-0214923.
Download the official 2024 Form 5500 (PDF) for Arentfox Schiff LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arentfox Schiff LLP's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| EMPOWER FINANCIAL SERVICES, INC. | — | GREENWOOD VILLAGE, CO | NONE | $589 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Balanced Index Inst Mutual Fund | Mutual Funds | — | — | $62.6M | 21.1% | |
| NT COL SANDP 500 IDX FD - DC - NL - NORTHERN FUNDS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $45.5M | 15.3% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $31.3M | 10.5% | |
| Fidelity Contra Fund Mutual Fund | Mutual Funds | — | — | $30.1M | 10.2% | |
| Empower Annuity Insurance Co. Principal Preservation Separate Account Stable Value Fund | Stable Value | — | — | $28.1M | 9.4% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $19.5M | 6.6% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $15.5M | 5.2% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $13.6M | 4.6% | |
| MASSMUTUAL SMALL CAP GR EQ CIT FEE GREAT GRAY · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $10.3M | 3.5% | |
| Individually Directed Brokerage Accounts Various Investments | Self-Directed Brokerage | — | — | $9.5M | 3.2% | |
| Allspring Special Small Cap Value Mutual Fund | Other securities | — | — | $6.1M | 2.1% | |
| JohnHancock Disciplined Value Mutual Fund | Other securities | — | — | $5.6M | 1.9% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $3.9M | 1.3% | |
| NT COL ACWI EX-US IMI FD - DC - NL NORTHERN FUNDS · EIN 45-6138589 / PN 103 | Common Collective Trust | — | — | $3.7M | 1.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $3.6M | 1.2% | |
| NT COL AGG BOND INDEX FUND - NL - 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $2.8M | 0.9% | |
| NT COL EXT EQ MKT IDX FD - DC - NL NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 100 | Common Collective Trust | — | — | $1.4M | 0.5% | |
| Notes Receivable from Participants Various participants, rates from 5.25% to 10.50% | Bonds / Notes | — | — | $1.0M | 0.3% | |
| INCOMEFLEX SELECT BALANCED FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 513 | Pooled Separate Account | — | — | $1.0M | 0.3% | |
| LARGE CAP GROWTH / JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $846K | 0.3% | |
| INCOMEFLEX SELECT CONSERVATIVE GROW EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 514 | Pooled Separate Account | — | — | $380K | 0.1% | |
| Vanguard Real Estate Index Adm Mutual Fund | Mutual Funds | — | — | $196K | <0.1% | |
| INCOMEFLEX SELECT INCOME & EQUITY F EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 515 | Pooled Separate Account | — | — | $164K | <0.1% |
