Paul G. Brown signed Porter Hedges LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Porter Hedges LLP's EIN is 74-2174193.
Download the official 2024 Form 5500 (PDF) for Porter Hedges LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Porter Hedges LLP's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Shares Vanguard Total Stock Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $8.0M | 17.1% | |
| T. Rowe Price T. Rowe Price Government Money I 265 Vanguard 500 Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.9M | 10.4% | |
| Vanguard Dividend Growth Fund | Mutual Funds | — | — | $4.0M | 8.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.4M | 7.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.7M | 5.8% | |
| Harbor Capital Harbor Capital Appreciation Fund, Institutional Class | Other securities | — | — | $2.3M | 4.9% | |
| Vanguard Wellington Fund Admiral Shares | Mutual Funds | — | — | $1.7M | 3.7% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.6M | 3.4% | |
| Shares Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $1.6M | 3.3% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $1.4M | 3.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $1.4M | 3.1% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $1.4M | 3.0% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $1.4M | 2.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $1.3M | 2.7% | |
| Vanguard Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $1.2M | 2.6% | |
| Vanguard Windsor II Fund Admiral Shares | Mutual Funds | — | — | $1.0M | 2.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1.0M | 2.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $750K | 1.6% | |
| American Beacon American Beacon Small Cap Value, Institutional Shares | Mutual Funds | — | — | $742K | 1.6% | |
| JP Morgan JPMorgan Mid Cap Growth Fund; Class R6 | Other securities | — | — | $673K | 1.4% | |
| Vanguard Selected Value Fund | Mutual Funds | — | — | $651K | 1.4% | |
| Vanguard Target Retirement 2020 Fund 41 Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $635K | 1.4% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $554K | 1.2% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $538K | 1.2% | |
| Participant-Directed Brokerage Accounts Schwab PCRA - Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $513K | 1.1% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $412K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $296K | 0.6% | |
| Fidelity Multi-Asset Income | Mutual Funds | — | — | $178K | 0.4% | |
| Vanguard Inflation-Protected Securities Fund Admiral | Mutual Funds | — | — | $162K | 0.3% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $132K | 0.3% | |
| American Century AM Century Small Cap Growth R6 | Other securities | — | — | $127K | 0.3% | |
| Dodge & Cox Dodge & Cox Global Bond I | Mutual Funds | — | — | $66K | 0.1% | |
| BNY Mellon BNY Mellon Global Fixed Income Fund; Class Y | Other securities | — | — | $40K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $5K | <0.1% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
