William D Berry signed Orrick, Herrington & Sutcliffe LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orrick, Herrington & Sutcliffe LLP's EIN is 94-2952627.
Download the official 2024 Form 5500 (PDF) for Orrick, Herrington & Sutcliffe LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orrick, Herrington & Sutcliffe LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $834K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX FUND M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4365907 / PN 001 | Common Collective Trust | — | — | $217.1M | 18.4% | |
| trusts SCHWAB SDB | Mutual Funds | — | — | $208.6M | 17.7% | |
| LORD ABBETT TOTAL RETURN TRUST II B WILMINGTON TRUST N.A. · EIN 82-1151625 / PN 324 | Common Collective Trust | — | — | $154.7M | 13.1% | |
| Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $95.5M | 8.1% | |
| BLACKROCK MID CAP EQUITY INDEX FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4378115 / PN 001 | Common Collective Trust | — | — | $65.1M | 5.5% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $59.7M | 5.1% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $55.1M | 4.7% | |
| Vanguard Emerging Mkts Stock Index Fund | Common Collective Trusts | — | — | $37.9M | 3.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $36.3M | 3.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $35.1M | 3.0% | |
| BLACKROCK EQUITY GROWTH NON-LENDABL BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3315908 / PN 001 | Common Collective Trust | — | — | $28.4M | 2.4% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $28.3M | 2.4% | |
| BLACKROCK EQUITY VALUE NON-LENDABLE BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3315910 / PN 001 | Common Collective Trust | — | — | $17.5M | 1.5% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $14.9M | 1.3% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $14.4M | 1.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $14.0M | 1.2% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $11.8M | 1.0% | |
| BLACKROCK RUSSELL 2000 INDEX-M BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-4352603 / PN 001 | Common Collective Trust | — | — | $7.6M | 0.6% | |
| Vanguard S&P Mid-Cap 400 Growth Index Fund | Common Collective Trusts | — | — | $6.5M | 0.6% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $5.9M | 0.5% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $5.8M | 0.5% | |
| BLACKROCK RUSSELL 2000 GROWTH FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 94-3357211 / PN 001 | Common Collective Trust | — | — | $5.8M | 0.5% | |
| Vanguard S&P Small-Cap 600 Value Index Fund | Common Collective Trusts | — | — | $4.0M | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $3.9M | 0.3% | |
| brokerage accounts * Notes receivable from 4.25% to 9.50% interest rate | Self-Directed Brokerage | — | — | $3.9M | 0.3% | |
| SCHWAB SDB ROTH | Mutual Funds | — | — | $3.8M | 0.3% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $2.5M | 0.2% | |
| PIMCO Int Bond (USD-Hedged) Inst | U.S. Treasuries | — | — | $2.1M | 0.2% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $790K | <0.1% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-0467907 |
| — |
| NONE |
| $425K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 36-4319587 | — | NONE | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS LLC | 27-1180831 | — | NONE | $474K | — |
| GALLAGHER BENEFIT SERVICES INC DBA | — | CLEVELAND, OH | NONE | $66K | — |
| CERITY PARTNERS RETIREMENT PLAN ADV | — | NEW YORK, NY | NONE | $50K | — |
| REYNDERS MCVEIGH CAPITAL MANAG | 56-2541684 | — | NONE | $47K | — |
| ALTERNATIV WEALTH | 46-1769232 | — | NONE | $34K | — |
| WITHUMSMITH+BROWN, PC | — | PRINCETON, NJ | NONE | $34K | — |
| CONQUIS FINANCIAL LLC | 87-4659168 | — | NONE | $28K | — |
| SANCHEZ & ZURES LLC | 03-0580851 | — | NONE | $28K | — |
| LINSCOMB WEALTH INC | 20-3395446 | — | NONE | $16K | — |
| ALPHA CUBED INVESTMENTS LLC | 45-3688199 | — | NONE | $16K | — |
| JOEL ISAACSON & CO LLC | 27-1207072 | — | NONE | $16K | — |
| FORT HENRY CAPITAL LLC | 46-4781142 | — | NONE | $10K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $9K | — |
| MONETA GROUP INVESTMENT ADVISO | 20-1903821 | — | NONE | $7K | — |
| SIGNATURE ESTATE & INVESTMENT | 95-4806910 | — | NONE | $6K | — |
| JP MORGAN PRIVATE WEALTH ADVIS | 81-3858870 | — | NONE | $6K | — |
| QDRO CONSULTANTS COMPANY, LLC | 34-1820650 | — | NONE | $900 | — |
