Rose McEntee signed Munger, Tolles & Olson LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Munger, Tolles & Olson LLP's EIN is 95-2156481.
Download the official 2024 Form 5500 (PDF) for Munger, Tolles & Olson LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Munger, Tolles & Olson LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $73K | — |
| WELLS FARGO BANK, N.A. | 94-1347393 | — | RECORDKEEPER/BOOKKEEPER | $61K | — |
| Name | EIN | Location | Relation |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Direct comp |
|---|
| Indirect comp |
|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT ADVISORY | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITY NATIONAL ROCHDALE LLC | 13-3360819 | — | IND ADV, PARTICIPANTS | $14K | — |
| MAR VISTA INVESTMENT PARTNERS | 56-2671142 | — | IND ADV, PARTICIPANTS | $6K | — |
| TEAM HEWINS, LLC | 82-4376615 | — | IND ADV, PARTICIPANTS | $6K | — |
