Dr. Rosalind Cohen signed Laird Norton Wetherby Trust Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Laird Norton Wetherby Trust Company, LLC's EIN is 91-0822389.
Download the official 2024 Form 5500 (PDF) for Laird Norton Wetherby Trust Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Laird Norton Wetherby Trust Company, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $21K | — |
| RBC WEALTH MANAGEMENT | 41-1416330 | — | NONE | $19K | — |
| CHARLES SCHWAB TRUST BANK | 42-1558009 | — | 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 Total Stock Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.1M | 17.5% | |
| Vanguard Developed Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.3M | 12.7% | |
| Vanguard 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $7.1M | 12.3% | |
| Vanguard Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $5.8M | 10.0% | |
| Metropolitan West Total Return Bond Mutual Fund | Other securities | — | — | $4.4M | 7.7% | |
| Vanguard Emerg Markets Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.0M | 5.3% | |
| JOHCM International Select Instl Fund Mutual Fund | Other securities | — | — | $2.8M | 4.9% | |
| Vanguard Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.5M | 4.4% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.1M | 3.7% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.0M | 3.5% | |
| Schwab Retirement Govt Money Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 3.3% | |
| Parnassus Core Equity Fund Mutual Fund | Other securities | — | — | $1.1M | 1.9% | |
| Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.0M | 1.8% | |
| Bailllie Gifford Emerging Markets Equity Fund Mutual Fund | Other securities | — | — | $959K | 1.7% | |
| Nuveen Core Impact Bond Fund Mutual Fund | U.S. Treasuries | — | — | $750K | 1.3% | |
| Vanguard Total Bond Market Index Mutual Fund | Mutual Funds | — | — | $661K | 1.1% | |
| DWS Rreff Real Assets Fund Mutual Fund | Other securities | — | — | $637K | 1.1% | |
| Ecofin Global Renewables Infra Fund Mutual Fund | Other securities | — | — | $452K | 0.8% | |
| METLIFE STABLE VALUE FUND 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $451K | 0.8% | |
| Nuveen International Research Equity Fund Mutual Fund | Mutual Funds | — | — | $333K | 0.6% | |
| Vanguard Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $319K | 0.6% | |
| Segall Bryant & Hamill Scap Value Fund Mutual Fund | Other securities | — | — | $257K | 0.4% | |
| Participant loans Interest rates from 4.25% to 10.50% | Bonds / Notes | — | — | $213K | 0.4% | |
| Voya Strategic Income Opportunity Fund Mutual Fund | Other securities | — | — | $132K | 0.2% | |
| American Target 2060 Retirement Fund Mutual Fund | Other securities | — | — | $109K | 0.2% | |
| American Target 2050 Retirement Fund Mutual Fund | Other securities | — | — | $79K | 0.1% | |
| American Target 2045 Retirement Fund Mutual Fund | Other securities | — | — | $56K | <0.1% | |
| American Target 2055 Retirement Fund Mutual Fund | Other securities | — | — | $45K | <0.1% | |
| Brown Advisory Sustainable Growth Fund Mutual Fund | Other securities | — | — | $27K | <0.1% | |
| Natixis Sustainable Future 2060 Fund Mutual Fund | Other securities | — | — | $15K | <0.1% | |
| American Target 2035 Retirement Fund Mutual Fund | Other securities | — | — | $11K | <0.1% | |
| American Target 2065 Retirement Fund Mutual Fund | Other securities | — | — | $8K | <0.1% | |
| American Target 2040 Retirement Fund Mutual Fund | Other securities | — | — | $7K | <0.1% | |
| Northern Global Sustainability Index Fund Mutual Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| American Target 2030 Retirement Fund Mutual Fund | Other securities | — | — | $4K | <0.1% | |
| Natixis Sustainable Future 2035 Fund Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Natixis Sustainable Future 2050 Fund Mutual Fund | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
