J Thomas Cristy signed Perkins COIE LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Perkins COIE LLP's EIN is 91-0591206.
Download the official 2024 Form 5500 (PDF) for Perkins COIE LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Perkins COIE 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 |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $107K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $97K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Idx Inst Plus Registered Investment Company | Common Collective Trusts | — | — | $138.3M | 10.5% | |
| Vanguard Tgt Retire 2030 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $115.0M | 8.8% | |
| VFTC TARGET RET 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $115.0M | 8.8% | |
| Vanguard Tgt Retire 2035 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $107.2M | 8.2% | |
| VFTC TARGET RET 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $107.2M | 8.2% | |
| Vanguard Tgt Retire 2040 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $103.1M | 7.9% | |
| VFTC TARGET RET 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $103.1M | 7.9% | |
| Vanguard Tgt Retire 2045 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $80.8M | 6.2% | |
| VFTC TARGET RET 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $80.8M | 6.2% | |
| Vanguard Tgt Retire 2025 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $80.6M | 6.1% | |
| VFTC TARGET RET 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $80.6M | 6.1% | |
| Vanguard PRIMECAP Adm Registered Investment Company | Mutual Funds | — | — | $60.0M | 4.6% | |
| JPMCB Lg Cp Gr Fd CF2 Cl Common/Collective Trust | Common Collective Trusts | — | — | $44.6M | 3.4% | |
| JPMCB LG CAP GRTH FUND; CF-2 CLASS JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $44.6M | 3.4% | |
| VFTC TARGET RET 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $44.0M | 3.3% | |
| Vanguard Tgt Retire 2050 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $44.0M | 3.3% | |
| Vanguard Eqty Inc Fnd Adm Registered Investment Company | Mutual Funds | — | — | $41.8M | 3.2% | |
| Vanguard Total Bond Idx Inst Registered Investment Company | Common Collective Trusts | — | — | $41.2M | 3.1% | |
| Vanguard Wellington Adm Registered Investment Company | Mutual Funds | — | — | $36.7M | 2.8% | |
| Self-Directed Brokerage Fund Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $31.6M | 2.4% | |
| Vanguard Fed Money Mkt Registered Investment Company | Mutual Funds | — | — | $30.8M | 2.3% | |
| Vanguard Tgt Retire 2020 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $29.2M | 2.2% | |
| VFTC TARGET RET 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $29.2M | 2.2% | |
| Vanguard Total Intl Stk Inst Registered Investment Company | Mutual Funds | — | — | $29.1M | 2.2% | |
| VFTC TARGET RET INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $23.9M | 1.8% | |
| Vanguard Tgt Retire Inc Tr I Common/Collective Trust | Common Collective Trusts | — | — | $23.9M | 1.8% | |
| Vanguard Md-Cap Index Fund Ins Registered Investment Company | Common Collective Trusts | — | — | $22.6M | 1.7% | |
| Vanguard Windsor II Fund Adm Registered Investment Company | Mutual Funds | — | — | $22.4M | 1.7% | |
| Vanguard Sm-Cap Index Fund Ins Registered Investment Company | Common Collective Trusts | — | — | $17.2M | 1.3% | |
| Vanguard Capital Opp Admiral Registered Investment Company | Mutual Funds | — | — | $15.6M | 1.2% | |
| Vanguard Tgt Retire 2055 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $15.3M | 1.2% | |
| VFTC TARGET RET 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $15.3M | 1.2% | |
| Short-Term Invest-Gr Inst Registered Investment Company | Common Stocks | — | — | $14.2M | 1.1% | |
| Vanguard Real Est Idx Fnd Inst Registered Investment Company | Common Collective Trusts | — | — | $12.6M | 1.0% | |
| Amer Funds EuroPacific Gr Registered Investment Company | Common Stocks | — | — | $12.3M | 0.9% | |
| Vanguard Explorer Adm Registered Investment Company | Mutual Funds | — | — | $12.2M | 0.9% | |
| Vanguard Wellesley Inc Adm Registered Investment Company | Mutual Funds | — | — | $11.8M | 0.9% | |
| Vanguard Emrgn Mkts Stk Ix Ins Registered Investment Company | Mutual Funds | — | — | $11.3M | 0.9% | |
| PIMCO Total Return Fd, Instit Registered Investment Company | Mutual Funds | — | — | $10.9M | 0.8% | |
| Vanguard Intl Value Fund Registered Investment Company | Mutual Funds | — | — | $10.5M | 0.8% | |
| Vanguard PRIMECAP Core Fund Registered Investment Company | Mutual Funds | — | — | $9.7M | 0.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $8.9M | 0.7% | |
| TRP Sm Cap Val I Class Registered Investment Company | Common Stocks | — | — | $7.4M | 0.6% | |
| Vanguard High-Yield Corp Adm Registered Investment Company | Mutual Funds | — | — | $7.3M | 0.6% | |
| Vanguard Tgt Retire 2060 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $6.4M | 0.5% | |
| VFTC TARGET RET 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $6.4M | 0.5% | |
| Vanguard Selected Value Registered Investment Company | Mutual Funds | — | — | $5.3M | 0.4% | |
| Participant loans maturing through November 2038 | Participant loans | — | — | $4.8M | 0.4% | |
| Vanguard Infla-Prot Sec Instl Registered Investment Company | Mutual Funds | — | — | $3.9M | 0.3% | |
| Vanguard Tgt Retire 2065 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $1.2M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
