E. Philip BUSH signed Locke LORD LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Locke LORD LLP's EIN is 74-1164324.
Download the official 2024 Form 5500 (PDF) for Locke LORD LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Locke LORD LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ASCENSION CAPITAL ADVISORS INC |
| 76-0532578 |
| — |
| NONE |
| $20K |
| — |
| LUTHER KING CAPITAL MANAGEMENT | 75-0163033 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 39-1897480 | — | NONE | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BALLENTINE PARTNERS LLC | 27-1557796 | — | NONE | $49K | — |
| LINSCOMB & WEALTH INC | 20-3395446 | — | NONE | $45K | — |
| FISHER INVESTMENTS | 20-2480800 | — | NONE | $26K | — |
| CORIENT | 88-0967642 | — | NONE | $25K | — |
| BENJAMIN A BROWN | 05-9368991 | — | NONE | $16K | — |
| PENN DAVIS MCFARLAND INC | 75-1544973 | — | NONE | $12K | — |
| MARINER LLC | 20-4553256 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Charles Schwab & Co. Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $151.7M | 17.0% | |
| Charles Schwab & Co. Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $107.1M | 12.0% | |
| JPMorgan Chase & Co. JPMorgan Large Cap Growth R6 | Common Stocks | — | — | $78.5M | 8.8% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $59.7M | 6.7% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $54.9M | 6.2% | |
| Charles Schwab & Co. Shwab US Mid Cap Index | Mutual Funds | — | — | $49.1M | 5.5% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $41.6M | 4.7% | |
| The Vanguard Group, Inc. Vanguard Federal Money Market Fund, Investor Shares | Mutual Funds | — | — | $41.2M | 4.6% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $36.7M | 4.1% | |
| Charles Schwab & Co. Schwab Small-Cap Index Fund | Common Collective Trusts | — | — | $36.6M | 4.1% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $33.3M | 3.7% | |
| MFS Series Trust I MFS Value Fund CL R6 | Mutual Funds | — | — | $27.7M | 3.1% | |
| Charles Schwab & Co. Schwab US Aggregate Bond Index | Mutual Funds | — | — | $26.4M | 3.0% | |
| The Vanguard Group, Inc. Vanguard Total International Stock Index Fund, Institutional Shares | Common Collective Trusts | — | — | $26.1M | 2.9% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $21.4M | 2.4% | |
| Blackrock Bond Fund, Inc. Blackrock Total Return FD CL K | Common Stocks | — | — | $21.0M | 2.4% | |
| EuroPacific Growth Fund American Funds EuroPacific Growth R6 | Mutual Funds | — | — | $19.9M | 2.2% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $18.2M | 2.0% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $13.0M | 1.5% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $7.6M | 0.8% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $7.4M | 0.8% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $4.1M | 0.5% | |
| Neuberger Berman Investment Advisors, LLC Neuberger Berman Genesis R6 | Other securities | — | — | $2.8M | 0.3% | |
| Participant Loans Interest rates ranging from 3.25% to 9.50% with various due dates -0- | Bonds / Notes | — | — | $1.7M | 0.2% | |
| Cohen and Steers Securities, LLC Cohen and Steers Global Realty | Other securities | — | — | $1.6M | 0.2% | |
| Northwestern Mutual Life Insurance Company Life insurance policy - XXXX2536 | Common Stocks | — | — | $763K | <0.1% | |
| LIMITED PARTNERSHIP Limited Partnership | Other securities | — | — | $341K | <0.1% |
