M. LUCY Stark signed Holland & Hart LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Holland & Hart LLP's EIN is 84-0382505.
Download the official 2024 Form 5500 (PDF) for Holland & Hart LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holland & Hart 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $286K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $149.6M | 28.5% | |
| SS GACEQ EX-US IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 456 | Common Collective Trust | — | — | $48.5M | 9.2% | |
| State Street US Bond Index Fund | Common Collective Trusts | — | — | $48.3M | 9.2% | |
| SS US BOND INDEX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 462 | Common Collective Trust | — | — | $48.3M | 9.2% | |
| State Street Small/Mid Cap Equity Fund | Other securities | — | — | $37.4M | 7.1% | |
| SS RSL SMMDCP IDX K STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 461 | Common Collective Trust | — | — | $37.4M | 7.1% | |
| Various** Participant self-directed brokerage account investments brokered by Fidelity Management Trust Company | Self-Directed Brokerage | — | — | $28.6M | 5.5% | |
| MW 2035 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3324865 / PN 019 | Common Collective Trust | — | — | $27.3M | 5.2% | |
| MW 2040 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3334212 / PN 020 | Common Collective Trust | — | — | $23.4M | 4.5% | |
| MW 2050 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3367468 / PN 022 | Common Collective Trust | — | — | $18.6M | 3.5% | |
| MW 2045 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3355483 / PN 021 | Common Collective Trust | — | — | $18.1M | 3.5% | |
| Mercer** US Small/Mid Cap Growth Equity Fund | Other securities | — | — | $16.5M | 3.1% | |
| MERCER SMMDCP STOCK MERCER TRUST COMPANY LLC · EIN 81-3183567 / PN 011 | Common Collective Trust | — | — | $16.5M | 3.1% | |
| MERCER DVSFD BOND MERCER TRUST COMPANY LLC · EIN 81-3188218 / PN 009 | Common Collective Trust | — | — | $14.9M | 2.8% | |
| MW 2030 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3306633 / PN 018 | Common Collective Trust | — | — | $14.8M | 2.8% | |
| MW 2025 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3292317 / PN 017 | Common Collective Trust | — | — | $14.3M | 2.7% | |
| Vanguard Mutual funds - Federal Money Market Fund | Mutual Funds | — | — | $14.0M | 2.7% | |
| MW 2055 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3408562 / PN 024 | Common Collective Trust | — | — | $12.1M | 2.3% | |
| MW 2060 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3428516 / PN 025 | Common Collective Trust | — | — | $8.1M | 1.5% | |
| MERCER INTL STOCK MERCER TRUST COMPANY LLC · EIN 81-3158100 / PN 010 | Common Collective Trust | — | — | $8.0M | 1.5% | |
| State Street US Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $7.2M | 1.4% | |
| SS US INFL PROT BD C STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 168 | Common Collective Trust | — | — | $7.2M | 1.4% | |
| Voya Short Duration High Quality Trust Fund Class | Common Collective Trusts | — | — | $6.2M | 1.2% | |
| VOYA SH DUR HI QUAL VOYA INV TRUST CO (FKA ING TRUST CO · EIN 06-1440627 / PN 027 | Common Collective Trust | — | — | $6.2M | 1.2% | |
| MW 2020 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3277570 / PN 016 | Common Collective Trust | — | — | $3.0M | 0.6% | |
| MW 2010 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3233968 / PN 014 | Common Collective Trust | — | — | $1.8M | 0.3% | |
| Participants** Participant notes receivable - Interest rates ranging from 3.25 to 9.5 percent - | Other securities | — | — | $1.5M | 0.3% | |
| MW 2015 TARGET A MERCER TRUST COMPANY LLC · EIN 81-3269915 / PN 015 | Common Collective Trust | — | — | $693K | 0.1% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $668K | 0.1% | |
| MW TARGET DATE INC MERCER TRUST COMPANY LLC · EIN 81-3224417 / PN 013 | Common Collective Trust | — | — | $349K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
