ERIK Knudsen signed Morrison & Foerster LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morrison & Foerster LLP's EIN is 94-0697210.
Download the official 2024 Form 5500 (PDF) for Morrison & Foerster LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Morrison & Foerster LLP's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | N/A | $454K | — |
| OCTOBER THREE CONSULTING LLC83743 | — | MILL VALLEY, CA | N/A | $162K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Guggenheim Total Return Bond Instl Mutual Funds | Other securities | — | $19.8M | $19.3M | 11.1% | |
| PIMCO International Bond (USD-Hdg) Instl Mutual Funds | Mutual Funds | — | $16.5M | $16.2M | 9.3% | |
| - (g) Cost ofAssets | Other securities | — | $2.2M | $9.8M | 5.6% | |
| TCW Emerging Markets Income I Mutual Funds | Other securities | — | $5.1M | $4.8M | 2.7% | |
| Vanguard Long Term Government Bond Exchange Trade Funds | U.S. Treasuries | — | $5.6M | $4.5M | 2.6% | |
| GMO Opportunistic Income-I Mutual Funds | Other securities | — | $2.8M | $2.8M | 1.6% | |
| Eaton Vance Floating Rate I Mutual Funds | Bonds / Notes | — | $2.7M | $2.7M | 1.5% | |
| Principal Spectrum Preferred and Capital Securities I Mutual Funds | Other securities | — | $2.6M | $2.7M | 1.5% | |
| (h) Date | Other securities | — | $9.5M | $2.5M | 1.5% | |
| Eaton Vance Income Fund of Boston I Mutual Funds | Other securities | — | $2.2M | $2.3M | 1.3% | |
| Goldman Sachs Em Mkts Eq Insghts Intl Mutual Funds | Other securities | — | $2.4M | $2.3M | 1.3% | |
| Baron Emerging Markets Institutional Mutual Funds | Other securities | — | $2.2M | $2.3M | 1.3% | |
| Lord Abbett Ultra Short Bond I Mutual Funds | U.S. Treasuries | — | $2.0M | $2.0M | 1.2% | |
| Hartford International Value I Mutual Funds | Other securities | — | $1.9M | $2.0M | 1.1% | |
| Citibank Bank Deposit Program Interest-Bearing Cash | Cash / Money Market | — | $2.0M | $2.0M | 1.1% | |
| Invesco S&P 500 Equal Weight Exchange Trade Funds | Common Collective Trusts | — | $1.3M | $1.5M | 0.9% | |
| iShares Core S&P Small-Cap ETF Exchange Trade Funds | Other securities | — | $1.2M | $1.4M | 0.8% | |
| Nvidia Corp Common Stock | Common Stocks | — | $586K | $1.3M | 0.8% | |
| Morgan Stanley 6.342% Due 10-18-33 Variable Rate Corporate Bond, 6.342% Due 10-18-33 | Bonds / Notes | — | $1.2M | $1.2M | 0.7% | |
| Bank Of America Corp Corporate Debt Instrument, 3.248% Due 10-21-27 | Bonds / Notes | — | $1.2M | $1.2M | 0.7% | |
| Goldman Sachs Group Inc Corporate Debt Instrument, 3.500% Due 11-16-26 | Bonds / Notes | — | $1.2M | $1.2M | 0.7% | |
| US Bancorp Corporate Debt Instrument, 1.450% Due 05-12-25 | Bonds / Notes | — | $1.1M | $1.2M | 0.7% | |
| Amazon Com Inc Common Stock | Common Stocks | — | $720K | $1.1M | 0.6% | |
| Microsoft Corporation Common Stock | Common Stocks | — | $753K | $1.0M | 0.6% | |
| T-Mobile Usa Inc Corporate Debt Instrument, 3.500% Due 04-15-31 | Bonds / Notes | — | $1.0M | $1.0M | 0.6% | |
| Illinois St Txbl-Ser A Municipal Bond, 5.277% Due 05-01-31 | Bonds / Notes | — | $1.0M | $1.0M | 0.6% | |
| SPDR S&P 400 Mid Cap Growth Exchange Trade Funds | Other securities | — | $825K | $989K | 0.6% | |
| SPDR S&P 600 Small Cap Growth Exchange Trade Funds | Other securities | — | $908K | $985K | 0.6% | |
| Cvs Health Corp Corporate Debt Instrument, 1.875% Due 02-28-31 | Bonds / Notes | — | $1.0M | $972K | 0.6% | |
| New Jersey Economic Development Authority/Nj Municipal Bond, 7.425% Due 02-15-29 | Bonds / Notes | — | $1.0M | $957K | 0.5% | |
| Oakland CA Unif Sch Dist Alame Txbl-Ref-Ser D Municipal Bond, 3.855% Due 08-01-32 | Bonds / Notes | — | $922K | $936K | 0.5% | |
| Meta Platforms Inc Common Stock | Common Stocks | — | $538K | $916K | 0.5% | |
| Boeing Co Corporate Debt Instrument, 3.200% Due 03-01-29 | Bonds / Notes | — | $922K | $903K | 0.5% | |
| AT&T Inc Corporate Debt Instrument, 4.300% Due 02-15-30 | Bonds / Notes | — | $954K | $899K | 0.5% | |
| Pennsylvania St Hgr Eductnl Fa Txbl-Ref-Thomas Jefferson Univ Municipal Bond, 5.262% Due 11-01-33 | Bonds / Notes | — | $845K | $832K | 0.5% | |
| Comcast Corp Corporate Debt Instrument, 3.300% Due 02-01-27 | Bonds / Notes | — | $794K | $764K | 0.4% | |
| Apple Inc Common Stock | Common Stocks | — | $465K | $726K | 0.4% | |
| Visa Inc Class A Shares Common Stock | Common Stocks | — | $525K | $724K | 0.4% | |
| New York NY City Transitional Txbl-Subordinate-Future Tax Se Municipal Bond, 5.130% Due 08-01-24 | Bonds / Notes | — | $753K | $715K | 0.4% | |
| Alphabet Inc CL A Common Stock | Common Stocks | — | $478K | $662K | 0.4% | |
| Golden St Tobacco Securitizati Txbl-Ref-Enh Tobacco Settlemen Municipal Bond, 1.886% Due 06-01-27 | Bonds / Notes | — | $616K | $637K | 0.4% | |
| Netflix Inc Common Stock | Common Stocks | — | $319K | $582K | 0.3% | |
| Nevada St Hsg Div Sf Mtge Reve Senior-Txbl-Ref-Ser E Municipal Bond, 5.614% Due 10-01-31 | Bonds / Notes | — | $540K | $555K | 0.3% | |
| RTX Corp Common Stock | Common Stocks | — | $416K | $513K | 0.3% | |
| Taiwan Semiconductor-Sp ADR Common Stock | Common Stocks | — | $383K | $477K | 0.3% | |
| California St Univ Revenue Txbl-Ref-Ser B Municipal Bond, 2.652% Due 11-01-28 | Bonds / Notes | — | $495K | $461K | 0.3% | |
| Salesforce Inc Common Stock | Common Stocks | — | $363K | $454K | 0.3% | |
| Verizon Communications Common Stock | Common Stocks | — | $468K | $417K | 0.2% | |
| Los Angeles CA Cmnty Clg Dist Txbl-2022 Election-Ser B Municipal Bond, 4.780% Due 08-01-27 | Bonds / Notes | — | $410K | $414K | 0.2% | |
| Arizona Brd Of Rgts Txbl-Arizona St Univ-Ser C Municipal Bond, 4.561% Due 07-01-30 | Bonds / Notes | — | $410K | $407K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
