W. Brinkley Dickerson, Jr. signed Troutman Pepper Hamilton Sanders LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Troutman Pepper Hamilton Sanders LLP's EIN is 58-0946915.
Download the official 2024 Form 5500 (PDF) for Troutman Pepper Hamilton Sanders LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Troutman Pepper Hamilton Sanders LLP's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| VANGUARD GROUP | 23-1945930 | — | NONE | $198K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $87K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Instl Plus Shares Mutual Fund | Common Collective Trusts | — | — | $181.5M | 15.3% | |
| JPMCB LARGE CAP GROWTH FUND JPMCB IS JP MORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $143.1M | 12.1% | |
| Vanguard Wellington Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $77.0M | 6.5% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund | Common Collective Trusts | — | — | $63.6M | 5.4% | |
| TFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $61.6M | 5.2% | |
| Vanguard Windsor II Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $60.1M | 5.1% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $59.3M | 5.0% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $55.7M | 4.7% | |
| VANGUARD RET SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $50.8M | 4.3% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $49.4M | 4.2% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $46.2M | 3.9% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $35.7M | 3.0% | |
| Dodge & Cox Income Fund; Class X Mutual Fund | Mutual Funds | — | — | $32.7M | 2.8% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $31.3M | 2.6% | |
| Vanguard International Growth Fund Admiral Shares Mutual Fund | Mutual Funds | — | — | $28.8M | 2.4% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $26.5M | 2.2% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $21.1M | 1.8% | |
| Dodge & Cox International Stock Fund; Class X Mutual Fund | Mutual Funds | — | — | $19.1M | 1.6% | |
| Macquarie Small Cap Core Fund; Institutional Class Mutual Fund | Other securities | — | — | $16.9M | 1.4% | |
| Vanguard Intermediate-Term Treasury Fund: Adm Shr Mutual Fund | Mutual Funds | — | — | $16.2M | 1.4% | |
| Artisan Mid-Cap Fund; Institutional Shares Mutual Fund | Other securities | — | — | $15.4M | 1.3% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $13.3M | 1.1% | |
| Vanguard Total International Stock Index Fund: Inst'l Shr Mutual Fund | Common Collective Trusts | — | — | $12.9M | 1.1% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $10.1M | 0.8% | |
| Vanguard Inflation-Protected Securities Fund: Inst'l Shares Mutual Fund | Mutual Funds | — | — | $9.1M | 0.8% | |
| JPMorgan Emerging Markets Equity Fund; Class R6 Mutual Fund | Other securities | — | — | $7.4M | 0.6% | |
| COHEN & STEERS U.S. REALTY FUN COHEN & STEERS CAPITAL MANAGEMENT, INC. · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $4.8M | 0.4% | |
| Participant Loans Various participants; interest rates from 4.25% 9.50% | Bonds / Notes | — | — | $4.6M | 0.4% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.1M | 0.2% | |
| Invesco International Bond Fund; Class R6 Mutual Fund | Mutual Funds | — | — | $1.9M | 0.2% | |
| Vanguard Treasury Money Market Fund Mutual Fund | Mutual Funds | — | — | $571K | <0.1% | |
| Vanguard Target Retirement Income & Growth Trust I Common Collective Trust Fund | Common Collective Trusts | — | — | $240K | <0.1% | |
| TGT RET INC & GROW TRII VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $240K | <0.1% | |
| Vanguard Target Retirement 2070 Trust I Common Collective Trust Fund | Common Collective Trusts | — | — | $104K | <0.1% | |
| TGT RETIRE 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $104K | <0.1% | |
| VFTC TARGET RET 2015 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083984 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
