Annie Cullen signed Boies Schiller Flexner LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Boies Schiller Flexner LLP's EIN is 65-1160056.
Download the official 2024 Form 5500 (PDF) for Boies Schiller Flexner LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Boies Schiller Flexner LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $16K | — |
| PRICEWATERHOUSECOOPERS LLP |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity | Mutual Funds | — | — | $36.3M | 20.7% | |
| Fidelity | Mutual Funds | — | — | $17.3M | 9.9% | |
| Fidelity | Mutual Funds | — | — | $11.9M | 6.8% | |
| Fidelity | Mutual Funds | — | — | $10.9M | 6.2% | |
| Fidelity | Mutual Funds | — | — | $9.3M | 5.3% | |
| Fidelity | Mutual Funds | — | — | $8.8M | 5.0% | |
| Fidelity | Mutual Funds | — | — | $8.5M | 4.8% | |
| Fidelity | Mutual Funds | — | — | $7.8M | 4.4% | |
| Fidelity | Mutual Funds | — | — | $7.3M | 4.2% | |
| Fidelity | Mutual Funds | — | — | $6.4M | 3.7% | |
| Fidelity | Mutual Funds | — | — | $5.5M | 3.1% | |
| Fidelity | Mutual Funds | — | — | $5.1M | 2.9% | |
| Fidelity | Mutual Funds | — | — | $4.8M | 2.7% | |
| Fidelity | Mutual Funds | — | — | $4.1M | 2.3% | |
| Fidelity | Mutual Funds | — | — | $3.2M | 1.8% | |
| Fidelity | Mutual Funds | — | — | $3.1M | 1.7% | |
| Fidelity | Mutual Funds | — | — | $2.9M | 1.7% | |
| Fidelity | Mutual Funds | — | — | $2.6M | 1.5% | |
| Fidelity | Mutual Funds | — | — | $2.5M | 1.4% | |
| Fidelity | Mutual Funds | — | — | $2.1M | 1.2% | |
| Fidelity | Mutual Funds | — | — | $2.1M | 1.2% | |
| INVS | Other securities | — | — | $2.0M | 1.2% | |
| C&S | Other securities | — | — | $1.8M | 1.0% | |
| JP Morgan | Other securities | — | — | $1.6M | 0.9% | |
| Fidelity | Mutual Funds | — | — | $1.3M | 0.8% | |
| Fidelity | Mutual Funds | — | — | $1.1M | 0.6% | |
| Fidelity | Mutual Funds | — | — | $967K | 0.6% | |
| TRP | Other securities | — | — | $731K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $690K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $634K | 0.4% | |
| MFS | Mutual Funds | — | — | $618K | 0.4% | |
| Participant Loans | Participant loans | — | — | $506K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $443K | 0.3% | |
| Fidelity | Mutual Funds | — | — | $271K | 0.2% | |
| Fidelity | Mutual Funds | — | — | $236K | 0.1% | |
| Fidelity | Mutual Funds | — | — | $103K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $13K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $13K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $251 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-4008324 |
| — |
| CONSULTANT |
| $8K |
| — |
