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 ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $24K | — |
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORD KEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral 4,727 # | Common Collective Trusts | — | — | $2.6M | 12.4% | |
| Vanguard Target Retirement 2035 Inv 61,794 # | Mutual Funds | — | — | $1.5M | 7.2% | |
| Vanguard Target Retirement 2045 Inv 46,062 # | Mutual Funds | — | — | $1.4M | 6.6% | |
| Vanguard Target Retirement 2040 Inv 29,823 # | Mutual Funds | — | — | $1.3M | 6.2% | |
| Vanguard Target Retirement 2050 Inv 24,467 # | Mutual Funds | — | — | $1.2M | 5.9% | |
| American Funds New Perspective R6 15,345 # | Mutual Funds | — | — | $954K | 4.6% | |
| Transamerica Stable Value Strategy Account 71,863 # | Stable Value | — | — | $951K | 4.6% | |
| Vanguard Target Retirement 2055 Inv 16,759 # | Mutual Funds | — | — | $932K | 4.5% | |
| Vanguard Small Cap Index Adm 7,299 # | Mutual Funds | — | — | $841K | 4.1% | |
| Vanguard Equity-Income Adm 8,148 # | Mutual Funds | — | — | $718K | 3.5% | |
| Vanguard Mid Cap Index Adm 1,965 # | Mutual Funds | — | — | $642K | 3.1% | |
| Vanguard Total Bond Market Index Adm 61,907 # | Mutual Funds | — | — | $587K | 2.8% | |
| American Funds Fundamental Invs R6 7,105 # | Mutual Funds | — | — | $574K | 2.8% | |
| Vanguard Target Retirement 2030 Inv 14,559 # | Mutual Funds | — | — | $552K | 2.7% | |
| PRIMECAP Odyssey Growth 15,025 # | Mutual Funds | — | — | $519K | 2.5% | |
| First Eagle Overseas I 20,303 # | Other securities | — | — | $497K | 2.4% | |
| Vanguard Target Retirement 2025 Inv 25,283 # | Mutual Funds | — | — | $473K | 2.3% | |
| Vanguard Target Retirement 2020 Inv 15,772 # | Mutual Funds | — | — | $418K | 2.0% | |
| American Funds Capital World G/I R6 6,468 # | Mutual Funds | — | — | $411K | 2.0% | |
| PIMCO Income Instl 37,763 # | Mutual Funds | — | — | $397K | 1.9% | |
| Vanguard Dvlp Mrkts Indx Admrl 20,067 # | Mutual Funds | — | — | $308K | 1.5% | |
| FPA Crescent 7,656 # | Other securities | — | — | $308K | 1.5% | |
| Vanguard Target Retirement Income Inv 21,142 # | Mutual Funds | — | — | $277K | 1.3% | |
| First Eagle Global I 3,712 # | Other securities | — | — | $250K | 1.2% | |
| Osterweis Strategic Income 19,537 # | Other securities | — | — | $219K | 1.1% | |
| Vanguard Inflation Protected Secs Adm 9,168 # | Mutual Funds | — | — | $206K | 1.0% | |
| Loomis Sayles Strategic Income Y 14,131 # | Other securities | — | — | $170K | 0.8% | |
| AMG Yacktman I 7,491 # | Other securities | — | — | $168K | 0.8% | |
| Invesco Developing Markets Y 4,241 # | Mutual Funds | — | — | $162K | 0.8% | |
| Vanguard Wellesley Income Adm 2,489 # | Mutual Funds | — | — | $149K | 0.7% | |
| February 2025 to August 2029 # | Other securities | — | — | $149K | 0.7% | |
| Vanguard Target Retirement 2060 Inv 2,853 # | Mutual Funds | — | — | $146K | 0.7% | |
| DoubleLine Total Return N 15,015 # | Other securities | — | — | $130K | 0.6% | |
| T. Rowe Price Global Technology 3,914 # | Other securities | — | — | $82K | 0.4% | |
| Vanguard Emerging Mkts Stock Idx Adm 1,963 # | Common Collective Trusts | — | — | $72K | 0.3% | |
| American Funds Capital Inc Bldr R6 900 # | Mutual Funds | — | — | $62K | 0.3% | |
| Oakmark International Investor 1,888 # | Other securities | — | — | $47K | 0.2% | |
| Personal Choice 32,708 # | Other securities | — | — | $33K | 0.2% | |
| Vanguard Interm-Term Bond Index Adm 1,952 # | Mutual Funds | — | — | $20K | <0.1% | |
| Vanguard International Growth Adm 172 # | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Target Retirement 2065 Inv 353 # | Mutual Funds | — | — | $12K | <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 |
| — |
| ADVISOR |
| $40K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKERAGE | $25 | — |
