Brenna Clark signed Eversheds Sutherland (US) LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eversheds Sutherland (US) LLP's EIN is 58-0619407.
Download the official 2024 Form 5500 (PDF) for Eversheds Sutherland (US) LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eversheds Sutherland (US) 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $59K | — |
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $16K | — |
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 master trust] | Other | — | — | $430.5M | 98.4% | |
| EVERSHEDS SUTHERLAND MASTER RET TR EVERSHEDS SUTHERLAND (US) LLP · EIN 58-0619407 / PN 006 | Master Trust | — | — | $430.5M | 98.4% |
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BIP WEALTH LLC | 20-8540101 | — | NONE | $15K | — |
| CERITY PARTNERS LLC | 27-1180831 | — | NONE | $9K | — |
| SIGNATUREFD LLC | 58-2323085 | — | NONE | $7K | — |
| MORGAN STANLEY SMITH BARNEY LLC | 11-3658445 | — | NONE | $3K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $595 | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
