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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $41K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $6K | — |
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 ldx Inst Plus Registered Investment Company | Mutual Funds | — | — | $40.6M | 11.6% | |
| Vanguard Tgt Retire 2055 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $23.7M | 6.8% | |
| VFTC TARGET RETIREMENT 2055 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $23.7M | 6.8% | |
| Vanguard Tgt Retire 2050 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $22.8M | 6.5% | |
| VFTC TARGET RETIREMENT 2050 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $22.8M | 6.5% | |
| Vanguard PRIMECAP Adm Registered Investment Company | Mutual Funds | — | — | $22.7M | 6.5% | |
| Vanguard Wellington Adm Registered Investment Company | Mutual Funds | — | — | $22.7M | 6.5% | |
| Vanguard Tgt Retire 2045 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $21.6M | 6.2% | |
| VFTC TARGET RETIREMENT 2045 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $21.6M | 6.2% | |
| Vanguard Fed Money Mkt Registered Investment Company | Mutual Funds | — | — | $17.2M | 4.9% | |
| Vanguard Total Bond ldx Inst Registered Investment Company | Mutual Funds | — | — | $14.9M | 4.3% | |
| Vanguard Tgt Retire 2040 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $12.4M | 3.5% | |
| VFTC TARGET RETIREMENT 2040 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $12.4M | 3.5% | |
| JPMCB LG CAP GROWTH FUND; CF-2 CLS JPMORGAN CHASE BANK, N.A. · EIN 45-4173185 / PN 001 | Common Collective Trust | — | — | $12.1M | 3.5% | |
| Self-Directed Brokerage Fund Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $12.1M | 3.5% | |
| Vanguard Eqty Inc Fnd Adm Registered Investment Company | Mutual Funds | — | — | $11.4M | 3.3% | |
| Vanguard Wellesley Inc Adm Registered Investment Company | Mutual Funds | — | — | $8.9M | 2.5% | |
| Vanguard Tgt Retire 2035 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $8.8M | 2.5% | |
| VFTC TARGET RETIREMENT 2035 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $8.8M | 2.5% | |
| Vanguard Tgt Retire 2025 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $7.3M | 2.1% | |
| VFTC TARGET RETIREMENT 2025 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $7.3M | 2.1% | |
| Vanguard Total Intl Stk Inst Registered Investment Company | Mutual Funds | — | — | $7.1M | 2.0% | |
| Vanguard Md-Cap Index Fund Ins Registered Investment Company | Common Collective Trusts | — | — | $7.1M | 2.0% | |
| Vanguard Short-Term Invest-Gr Inst Registered Investment Company | Mutual Funds | — | — | $7.1M | 2.0% | |
| Vanguard Tgt Retire 2060 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $7.0M | 2.0% | |
| VFTC TARGET RETIREMENT 2060 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $7.0M | 2.0% | |
| Vanguard PRIMECAP Core Fund Registered Investment Company | Mutual Funds | — | — | $6.9M | 2.0% | |
| Vanguard Tgt Retire 2030 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $6.9M | 2.0% | |
| VFTC TARGET RETIREMENT 2030 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $6.9M | 2.0% | |
| Vanguard Windsor II Fund Adm Registered Investment Company | Mutual Funds | — | — | $6.5M | 1.9% | |
| Vanguard Sm-Cap Index Fund Ins Registered Investment Company | Common Collective Trusts | — | — | $5.1M | 1.5% | |
| Vanguard Tgt Retire 2020 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $4.2M | 1.2% | |
| VFTC TARGET RETIREMENT 2020 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $4.2M | 1.2% | |
| Vanguard Tgt Retire Inc Tr I Common/Collective Trust | Common Collective Trusts | — | — | $3.9M | 1.1% | |
| VFTC TARGET RETIREMENT INCOME TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $3.9M | 1.1% | |
| Vanguard Intl Value Fund Registered Investment Company | Mutual Funds | — | — | $3.8M | 1.1% | |
| Vanguard Real Est ldx Fnd Inst Registered Investment Company | Mutual Funds | — | — | $3.3M | 0.9% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $3.0M | 0.9% | |
| Vanguard Capital Opp Admiral Registered Investment Company | Mutual Funds | — | — | $2.8M | 0.8% | |
| Amer Funds EuroPacific Gr Registered Investment Company | Common Stocks | — | — | $2.4M | 0.7% | |
| Vanguard Selected Value Registered Investment Company | Mutual Funds | — | — | $2.1M | 0.6% | |
| Vanguard Emrgn Mkts Stk Ix Ins Registered Investment Company | Mutual Funds | — | — | $2.0M | 0.6% | |
| Vanguard Explorer Adm Registered Investment Company | Mutual Funds | — | — | $1.8M | 0.5% | |
| PIMCO Total Return Fd, lnstit Registered Investment Company | Mutual Funds | — | — | $1.7M | 0.5% | |
| TRP Sm Cap Val I Class Registered Investment Company | Common Stocks | — | — | $1.3M | 0.4% | |
| Vanguard Tgt Retire 2065 Tr I Common/Collective Trust | Common Collective Trusts | — | — | $1.0M | 0.3% | |
| VFTC TARGET RETIREMENT 2065 TR I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| Vanguard High-Yield Corp Adm Registered Investment Company | Mutual Funds | — | — | $823K | 0.2% | |
| Vanguard lnfla-Prot Sec lnstl Registered Investment Company | Mutual Funds | — | — | $656K | 0.2% | |
| Participant loans maturing through July 2037 | Participant loans | — | — | $632K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.