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 a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INDEPENDENT ACTUARIES, INC. | 93-1132106 | — | NONE | $51K | — |
| UBS FINANCIAL SERVICES INC. | 13-2638166 | — | NONE | $28K | — |
| MOSS ADAMS LLP | 91-0189318 | — | NONE | $24K | — |
| MATRIX TRUST COMPANY | 75-3182674 | DENVER, CA | NONE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Pension Account Pimco Total Return Fund Interest in registered investment company | Mutual Funds | — | $29.3M | $26.9M | 27.4% | |
| New York Life Guaranteed Interest Guaranteed interest pension account | Other securities | — | $26.1M | $26.1M | 26.6% | |
| Dreyfus Treasury Security Cash Management Fund Money market account | U.S. Treasuries | — | $19.2M | $19.2M | 19.6% | |
| Vanguard Total Stock Market Fund Exchange traded funds | Mutual Funds | — | $6.8M | $10.3M | 10.5% | |
| Vanguard Total International Stock Fund Exchange traded funds | Mutual Funds | — | $7.2M | $7.5M | 7.6% | |
| UBS Liquid Asset Fund Money market account | Cash / Money Market | — | $6K | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
