Kimberly Haulk signed Littler Mendelson P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Littler Mendelson P.C.'s EIN is 94-2602731.
Download the official 2024 Form 5500 (PDF) for Littler Mendelson P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Littler Mendelson P.C.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Treasury NT 2% 2/15/25 U.S. Government Security | U.S. Treasuries | — | $4.9M | $5.0M | 18.0% | |
| US Treasury NT 1.75% 3/15/25 U.S. Government Security | U.S. Treasuries | — | $4.0M | $4.1M | 14.8% | |
| Schwab Treasury Obligations Money Fund Ultra Money market fund | Mutual Funds | — | $2.0M | $2.0M | 7.3% | |
| US Treasury NT 2.875% 11/30/25 U.S. Government Security | U.S. Treasuries | — | $1.5M | $1.6M | 5.6% | |
| US Treasury NT 4.5% 11/15/25 U.S. Government Security | U.S. Treasuries | — | $1.5M | $1.5M | 5.5% | |
| US Treasury NT 3.125% U.S. Government Security | U.S. Treasuries | — | $1.4M | $1.5M | 5.4% | |
| US Treasury NT 2% 8/15/25 U.S. Government Security | U.S. Treasuries | — | $999K | $1.0M | 3.8% | |
| US Treasury BI Cash equivalent | U.S. Treasuries | — | $636K | $659K | 2.4% | |
| Cash Non-interest-bearing cash | Cash / Money Market | — | $186K | $186K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
