Jevar Williams signed Norton Rose Fulbright US LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Norton Rose Fulbright US LLP's EIN is 74-1201087.
Download the official 2024 Form 5500 (PDF) for Norton Rose Fulbright US LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Norton Rose Fulbright US LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$168K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $75K | — |
| MPC CAPITAL ADVISORS, LLC |
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 Contrafund Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $198.3M | 18.5% | |
| FID CONTRA POOL CL A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $198.3M | 18.5% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $164.0M | 15.3% | |
| Fidelity Brokerage Link Self-directed brokerage account | Self-Directed Brokerage | — | — | $95.4M | 8.9% | |
| FIAM INST CASH CL D FIAM TRUST COMPANY · EIN 20-4659714 / PN 055 | Common Collective Trust | — | — | $46.8M | 4.4% | |
| Fidelity Puritan Fund Mutual fund | Mutual Funds | — | — | $37.9M | 3.5% | |
| FIAM Index Lifecycle 2030 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $32.9M | 3.1% | |
| FID FRDM INX 2030 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $32.9M | 3.1% | |
| Fidelity Low-Priced Stock Fund Mutual fund | Mutual Funds | — | — | $31.2M | 2.9% | |
| FIAM Index Lifecycle 2040 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $29.2M | 2.7% | |
| FID FRDM INX 2040 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $29.2M | 2.7% | |
| Fidelity Dividend Growth Fund Mutual fund | Mutual Funds | — | — | $27.6M | 2.6% | |
| NB Genesis R6 Mutual fund | Other securities | — | — | $27.1M | 2.5% | |
| FIAM Index Lifecycle 2035 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $26.3M | 2.5% | |
| FID FRDM INX 2035 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $26.3M | 2.5% | |
| FIAM Index Lifecycle 2025 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $23.9M | 2.2% | |
| FID FRDM INX 2025 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $23.9M | 2.2% | |
| FIAM Index Lifecycle 2050 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $23.7M | 2.2% | |
| FID FRDM INX 2050 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $23.7M | 2.2% | |
| Spartan Total Market Index Collective trust fund | Common Collective Trusts | — | — | $22.2M | 2.1% | |
| SP TTL MRKT IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 002 | Common Collective Trust | — | — | $22.2M | 2.1% | |
| BNYM Appreciation Fund Mutual fund | Other securities | — | — | $20.5M | 1.9% | |
| Fidelity Diversified International Index Fund Mutual fund | Common Collective Trusts | — | — | $20.1M | 1.9% | |
| FIAM Index Lifecycle 2045 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $19.6M | 1.8% | |
| FID FRDM INX 2045 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $19.6M | 1.8% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $18.6M | 1.7% | |
| INVS AM Franchise R6 Mutual fund | Other securities | — | — | $17.9M | 1.7% | |
| Fidelity Small Cap Value Fund Mutual fund | Mutual Funds | — | — | $17.7M | 1.7% | |
| Dodge & Cox Stock Fund Mutual fund | Mutual Funds | — | — | $16.3M | 1.5% | |
| FIAM Index Lifecycle 2055 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $14.8M | 1.4% | |
| FID FRDM INX 2055 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $14.8M | 1.4% | |
| JPMorgan Small Cap Equity Fund Mutual fund | Other securities | — | — | $14.2M | 1.3% | |
| Fidelity Government Income Fund Mutual fund | Mutual Funds | — | — | $14.2M | 1.3% | |
| FIAM Index Lifecycle 2015 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $13.4M | 1.3% | |
| FID FRDM INX 2015 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $13.4M | 1.3% | |
| FIAM Index Lifecycle 2020 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $10.1M | 0.9% | |
| FID FRDM INX 2020 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $10.1M | 0.9% | |
| Colombia Overseas Value Fund R5 Mutual fund | Other securities | — | — | $9.6M | 0.9% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $9.4M | 0.9% | |
| Fidelity US Bond Idx Mutual fund | Common Collective Trusts | — | — | $9.2M | 0.9% | |
| PIMCO Real Return Fund Mutual fund | Mutual Funds | — | — | $9.1M | 0.8% | |
| FIAM Index Lifecycle 2060 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $8.4M | 0.8% | |
| FID FRDM INX 2060 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $8.4M | 0.8% | |
| Fidelity Total Bond K6 Mutual fund | Mutual Funds | — | — | $6.2M | 0.6% | |
| Fidelity Managed Income Portfolio Collective trust fund | Common Collective Trusts | — | — | $6.2M | 0.6% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $5.8M | 0.5% | |
| Fidelity Short-Term Bond Mutual fund | Mutual Funds | — | — | $4.4M | 0.4% | |
| T. Rowe Price High Yield I Mutual fund | Other securities | — | — | $3.7M | 0.3% | |
| FIAM Index Lifecycle 2010 Commingled Pool Collective trust fund | Common Collective Trusts | — | — | $2.7M | 0.3% | |
| FID FRDM INX 2010 S FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $2.7M | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 27-2136582 |
| — |
| INVESTMENT ADVISOR |
| $54K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $20K | — |
