AMY Strok signed Seed Intellectual Property Law Group LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Seed Intellectual Property Law Group LLP's EIN is 91-2014327.
Download the official 2024 Form 5500 (PDF) for Seed Intellectual Property Law Group LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Seed Intellectual Property Law Group LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROTH ASSET MANAGEMENT, INC. | 20-0160353 | LAKE OSWEGO, OR | NONE | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PIMCO Total Return Instl Mutual Fund | Mutual Funds | — | — | $11.3M | 17.8% | |
| Harbor Capital Appreciation Mutual Fund | Other securities | — | — | $10.4M | 16.4% | |
| Vanguard Value Index Instl Shares Mutual Fund | Mutual Funds | — | — | $7.0M | 11.1% | |
| Vanguard Total Stock Market Index FD Inst Mutual Fund | Common Collective Trusts | — | — | $6.1M | 9.6% | |
| Fidelity 500 Index FD Mutual Fund | Common Collective Trusts | — | — | $5.4M | 8.6% | |
| Vanguard Balanced Index Adm Mutual Fund | Mutual Funds | — | — | $4.0M | 6.3% | |
| American Funds EuroPacific Growth R6 Mutual Fund | Mutual Funds | — | — | $2.6M | 4.2% | |
| Vanguard Selected Value Mutual Fund | Mutual Funds | — | — | $2.0M | 3.1% | |
| Vanguard Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $1.8M | 2.9% | |
| Vanguard Mid Cap Index Adm Mutual Fund | Mutual Funds | — | — | $1.8M | 2.8% | |
| Vanguard Small Cap Value Index Adm Mutual Fund | Mutual Funds | — | — | $1.6M | 2.5% | |
| Vanguard Short Term Bond Index Adm Mutual Fund | Mutual Funds | — | — | $1.3M | 2.0% | |
| Vanguard Small Cap Growth Index Adm Mutual Fund | Mutual Funds | — | — | $1.2M | 1.9% | |
| Vanguard Real Estate Index FD Adm Shares Mutual Fund | Mutual Funds | — | — | $996K | 1.6% | |
| Schwab Retirement Govt Money Mutual Fund | Mutual Funds | — | — | $978K | 1.5% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund | Mutual Funds | — | — | $974K | 1.5% | |
| Fidelity Short Term Treasury Bond index Mutual Fund | U.S. Treasuries | — | — | $712K | 1.1% | |
| Participant Loans 9.50%; due through June 2039 - | Bonds / Notes | — | — | $454K | 0.7% | |
| Self-Directed Brokerage Account Equity Security | Self-Directed Brokerage | — | — | $63K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 91-2090931 |
| SEATTLE, WA |
| NONE |
| $25K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | WESTLAKE, TX | NONE | $15K | — |
