Scott C. Henderson signed Keller Rohrback LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Keller Rohrback LLP's EIN is 91-0563405.
Download the official 2024 Form 5500 (PDF) for Keller Rohrback LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Keller Rohrback LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS LL | 33-0804608 | — | NONE | $24K | — |
| MARIN FINANCIAL ADVISORS LLC | 38-3718954 | — | NONE | $11K | — |
| 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.
| MORGAN STANLEY WEALTH MANAGEMENT |
| — |
| SEATTLE, WA |
| NONE |
| $29K |
| — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | NONE | $19K | — |
| NORTHWEST PLAN SERVICES, INC. | 91-2090931 | — | NONE | $11K | — |
