Laura Long signed Hanson Bridgett LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Hanson Bridgett LLP's EIN is 94-1205338.
Download the official 2024 Form 5500 (PDF) for Hanson Bridgett LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Hanson Bridgett LLP's plan includes profit-sharing, 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 | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS | 20-4553256 | — | NONE | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $12.4M | 28.7% | |
| Personal Choice Retirement Accounts | Self-Directed Brokerage | — | — | $10.3M | 24.0% | |
| Metropolitan West Total Return Bond Fund | Other securities | — | — | $4.8M | 11.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $4.0M | 9.2% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $2.3M | 5.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.9M | 4.3% | |
| Dodge & Cox International Stock X | Mutual Funds | — | — | $1.6M | 3.7% | |
| Schwab Retirement Government Money Fund | Mutual Funds | — | — | $1.5M | 3.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.0M | 2.4% | |
| Fidelity Emerging Markets Index | Mutual Funds | — | — | $766K | 1.8% | |
| Blackrock Emerging Mkts Inv A | Other securities | — | — | $550K | 1.3% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $535K | 1.2% | |
| Participant loans | Participant loans | — | — | $358K | 0.8% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $317K | 0.7% | |
| Northwestern Mutual Insurance Policies | Other securities | — | — | $304K | 0.7% | |
| Lord Abbett Short Duration Income R3 | Mutual Funds | — | — | $280K | 0.7% | |
| Fidelity Short Term Bond Index | Mutual Funds | — | — | $199K | 0.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERCORE WEALTH MANAGEMENT LLC | 26-3502254 | — | NONE | $53K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $877 | — |
