Stuart Harris signed Davis Wright Tremaine LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davis Wright Tremaine LLP's EIN is 91-0839480.
Download the official 2024 Form 5500 (PDF) for Davis Wright Tremaine LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davis Wright Tremaine 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BECKER CAPITAL MANAGEMENT INC |
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.
| 93-0663104 |
| — |
| NONE |
| $18K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INSTITUTE FOR WEALTH MGMT LLC | 20-0013572 | — | NONE | $98K | — |
| CIBC BANK USA | 36-3722148 | — | NONE | $36K | — |
| SONATA CAPITAL GROUP INC | 91-2035283 | — | NONE | $13K | — |
| COLDSTREAM WEALTH MANAGEMENT | 93-1052371 | — | NONE | $13K | — |
| JP MORGAN PRIVATE WEALTH ADVIS | 81-3858870 | — | NONE | $10K | — |
| BUCKINGHAM STRATEGIC WEALTH LL | 20-8306720 | — | NONE | $8K | — |
| CHARLES SCHWAB &CO., INC. | 94-1737782 | — | NONE | $3K | — |
