Eric Holman signed Fordharrison LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fordharrison LLP's EIN is 58-1314995.
Download the official 2024 Form 5500 (PDF) for Fordharrison LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fordharrison LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RET. SOL., LLC | 13-3689044 | — | RECORDKEEPER | $31K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral 13,052 # | Common Collective Trusts | — | — | $7.1M | 13.6% | |
| Vanguard Target Retirement 2040 Inv 88,021 # | Mutual Funds | — | — | $3.8M | 7.3% | |
| Vanguard Target Retirement 2025 Inv 185,987 # | Mutual Funds | — | — | $3.5M | 6.7% | |
| Vanguard Target Retirement 2030 Inv 72,720 # | Mutual Funds | — | — | $2.8M | 5.3% | |
| American Funds New Perspective R6 40,174 # | Mutual Funds | — | — | $2.5M | 4.8% | |
| Vanguard Mid Cap Index Adm 7,081 # | Mutual Funds | — | — | $2.3M | 4.4% | |
| Vanguard Small Cap Index Adm 19,926 # | Mutual Funds | — | — | $2.3M | 4.4% | |
| Personal Choice Retirement Accounts 1,959,607 # | Self-Directed Brokerage | — | — | $2.0M | 3.8% | |
| Vanguard Target Retirement 2035 Inv 66,848 # | Mutual Funds | — | — | $1.6M | 3.1% | |
| Vanguard Target Retirement 2045 Inv 53,265 # | Mutual Funds | — | — | $1.6M | 3.0% | |
| Vanguard Total Bond Market Index Adm 162,387 # | Mutual Funds | — | — | $1.5M | 3.0% | |
| PRIMECAP Odyssey Growth 39,692 # | Mutual Funds | — | — | $1.4M | 2.6% | |
| Transamerica Stable Value Strategy Account 102,623 # | Stable Value | — | — | $1.4M | 2.6% | |
| FPA Crescent 32,867 # | Other securities | — | — | $1.3M | 2.5% | |
| Vanguard Target Retirement 2020 Inv 49,033 # | Mutual Funds | — | — | $1.3M | 2.5% | |
| First Eagle Global I 18,811 # | Other securities | — | — | $1.3M | 2.4% | |
| Vanguard Dvlp Mrkts Indx Admrl 80,903 # | Mutual Funds | — | — | $1.2M | 2.4% | |
| First Eagle Overseas I 49,504 # | Other securities | — | — | $1.2M | 2.3% | |
| Vanguard Equity-Income Adm 13,616 # | Mutual Funds | — | — | $1.2M | 2.3% | |
| AMG Yacktman I 39,564 # | Other securities | — | — | $885K | 1.7% | |
| Vanguard Wellesley Income Adm 14,676 # | Mutual Funds | — | — | $880K | 1.7% | |
| PIMCO Income Instl 83,147 # | Mutual Funds | — | — | $875K | 1.7% | |
| American Funds Capital World G/I R6 12,454 # | Mutual Funds | — | — | $791K | 1.5% | |
| Vanguard Target Retirement 2050 Inv 12,544 # | Mutual Funds | — | — | $625K | 1.2% | |
| DoubleLine Total Return N 71,387 # | Other securities | — | — | $619K | 1.2% | |
| American Funds Fundamental Invs R6 7,603 # | Mutual Funds | — | — | $614K | 1.2% | |
| Vanguard Emerging Mkts Stock Idx Adm 15,548 # | Common Collective Trusts | — | — | $572K | 1.1% | |
| Osterweis Strategic Income 44,544 # | Other securities | — | — | $499K | 1.0% | |
| Vanguard Inflation Protected Secs Adm 20,787 # | Mutual Funds | — | — | $468K | 0.9% | |
| Invesco Developing Markets Y 9,074 # | Mutual Funds | — | — | $346K | 0.7% | |
| Vanguard Interm-Term Bond Index Adm 29,612 # | Mutual Funds | — | — | $300K | 0.6% | |
| dates from March 2025 to November 2030 # | Other securities | — | — | $256K | 0.5% | |
| Loomis Sayles Strategic Income Y 20,748 # | Other securities | — | — | $249K | 0.5% | |
| Vanguard Target Retirement 2055 Inv 3,856 # | Mutual Funds | — | — | $214K | 0.4% | |
| Vanguard Target Retirement 2060 Inv 4,046 # | Mutual Funds | — | — | $207K | 0.4% | |
| Oakmark International Investor 7,419 # | Other securities | — | — | $186K | 0.4% | |
| T. Rowe Price Global Technology 7,029 # | Other securities | — | — | $147K | 0.3% | |
| Vanguard Target Retirement Income Inv 10,907 # | Mutual Funds | — | — | $143K | 0.3% | |
| American Funds Inc Fund of Amer R6 2,051 # | Mutual Funds | — | — | $50K | <0.1% | |
| American Funds Capital Inc Bldr R6 722 # | Mutual Funds | — | — | $50K | <0.1% | |
| Vanguard Target Retirement 2065 Inv 706 # | Mutual Funds | — | — | $24K | <0.1% | |
| Mirova Global Sustainable Equity A 757 # | Other securities | — | — | $15K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2638166 |
| — |
| INVESTMENT ADVISORY |
| $90K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKERAGE | $50 | — |
