Christie Smith signed Paul Hastings LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paul Hastings LLP's EIN is 95-2209675.
Download the official 2024 Form 5500 (PDF) for Paul Hastings LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paul Hastings LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES | 46-5378846 | — | RECORDKEEPER | $473K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | INVESTMENT ADVISOR | $104K | — |
| HALBERT HARGROVE RUSSELL | 33-0301336 | — | INVESTMENT ADVISOR | $74K | — |
| WELLS FARGO ADVISORS | 48-1305000 | — | INVESTMENT ADVISOR | $60K | — |
| OPPENHEIMER | 13-6567518 | — | INVESTMENT ADVISOR | $57K | — |
| TORTOISE INVESTMENT MANAGEMENT | 20-1723529 | — | INVESTMENT ADVISOR | $26K | — |
| MONOGRAPH WEALTH ADVISORS | 47-2324990 | — | INVESTMENT ADVISOR | $26K | — |
| PERIGON WEALTH MANAGEMENT, LLC | 20-0879944 | — | INVESTMENT ADVISOR | $22K | — |
| MERRILL LYNCH | 13-3266276 | — | INVESTMENT ADVISOR | $21K | — |
| GV FINANCIAL ADVISOR | — | SMITHFIELD, RI | INVESTMENT ADVISOR | $18K | — |
| CHARLES SCHWAB | 94-1737782 | — | INVESTMENT ADVISOR | $11K | — |
| INDEX FUND ADVISORS | 33-0849533 | — | INVESTMENT ADVISOR | $9K | — |
| LEE-WAY FINANCIAL | — | WEST HATTIESBURG, MS | INVESTMENT ADVISOR | $9K | — |
| SENTINUS, LLC | — | OAK BROOK, IL | INVESTMENT ADVISOR | $6K | — |
| SANFORD BERNSTEIN | — | LOS ANGELES, CA | INVESTMENT ADVISOR | $6K | — |
| TD AMERITRADE | 47-0533629 | — | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITY NATIONAL BANK | 95-1780067 | — | BROKERAGE & INV MGMT | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity® 500 Index Institutional Prem | Common Collective Trusts | — | — | $188.2M | 17.3% | |
| PIONEER LARGE CAP GROWTH PORTFOLIO WILMINGTON TRUST, N.A. · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $146.7M | 13.5% | |
| ALLSPRING CORE PLUS BOND CIT SEI TRUST COMPANY · EIN 87-7012620 / PN 001 | Common Collective Trust | — | — | $133.0M | 12.2% | |
| New York Life Anchor Account Stable Value - GA-32204 | Stable Value | — | — | $116.1M | 10.7% | |
| MFS International Growth Fund R3 | Mutual Funds | — | — | $87.2M | 8.0% | |
| Putnam Large Cap Value Trust | Mutual Funds | — | — | $78.2M | 7.2% | |
| Vanguard Balanced Index I | Mutual Funds | — | — | $52.6M | 4.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $32.0M | 2.9% | |
| VICTORY INTEGRITY SMALL-MID CAP GLOBAL TRUST COMPANY · EIN 80-6249702 / PN 016 | Common Collective Trust | — | — | $30.1M | 2.8% | |
| Principal MidCap Institutional | Other securities | — | — | $22.0M | 2.0% | |
| Vanguard Real Estate Index Institutional | Mutual Funds | — | — | $19.4M | 1.8% | |
| BrandywineGLOBAL – High Yield A | Other securities | — | — | $17.4M | 1.6% | |
| Fidelity® Inflation-Prot Bd Idx InstlPrm | Common Collective Trusts | — | — | $6.7M | 0.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $5.3M | 0.5% | |
| Apple Inc | Common Stocks | — | — | $4.8M | 0.4% | |
| Hartford World Bond R6 | Other securities | — | — | $3.8M | 0.4% | |
| Schwab Cash Account | Mutual Funds | — | — | $3.7M | 0.3% | |
| iShares 0-5 Yr Hy Corp Bond | Common Stocks | — | — | $3.2M | 0.3% | |
| Vanguard Short Term Treasury ETF | Mutual Funds | — | — | $3.2M | 0.3% | |
| Vanguard S&P 500 ETF | Common Collective Trusts | — | — | $2.8M | 0.3% | |
| iShares Core S&P 500 ETF | Common Collective Trusts | — | — | $2.6M | 0.2% | |
| Notes receivable form participants (due through May 2030, interest of 5.25% to 10.50% per annum) | Bonds / Notes | — | — | $2.4M | 0.2% | |
| City National Rochdale Government Money Market Fund Svc (cnix.x) | Cash / Money Market | — | — | $2.2M | 0.2% | |
| Vanguard Intermediate Term Treasury ETF | Mutual Funds | — | — | $2.0M | 0.2% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $2.0M | 0.2% | |
| Ares Capital Corp | Common Stocks | — | — | $2.0M | 0.2% | |
| Mercury Technologies, Inc. Series Seed Preferred Stock | Common Stocks | — | — | $1.7M | 0.2% | |
| Fidelity® Conservative Income Bond | Mutual Funds | — | — | $1.7M | 0.2% | |
| Alphabet Inc CL C | Common Stocks | — | — | $1.7M | 0.2% | |
| Nvidia Corp | Common Stocks | — | — | $1.7M | 0.2% | |
| Vanguard Value ETF | Mutual Funds | — | — | $1.6M | 0.1% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | — | $1.6M | 0.1% | |
| Mastercard Inc A | Common Stocks | — | — | $1.4M | 0.1% | |
| Alphabet Inc CL A | Common Stocks | — | — | $1.3M | 0.1% | |
| Invesco S&P 500 Equal Weight | Common Collective Trusts | — | — | $1.3M | 0.1% | |
| AB Wealth Appreciation Strategy Advisor | Other securities | — | — | $1.2M | 0.1% | |
| State Street SPDR S&P Dividend | Other securities | — | — | $1.2M | 0.1% | |
| iShares US Equity Factor ETF | Other securities | — | — | $1.1M | 0.1% | |
| Demeter Capital Group LP | Common Stocks | — | — | $1.1M | 0.1% | |
| Invesco Qqq Trust Series 1 | Mutual Funds | — | — | $1.1M | 0.1% | |
| Bernstein Intermediate Duration | Other securities | — | — | $1.1M | 0.1% | |
| Microsoft Corporation | Common Stocks | — | — | $1.1M | <0.1% | |
| Vanguard Intermediate Term C | Mutual Funds | — | — | $960K | <0.1% | |
| Fidelity® Inv MM Fds Money Market Instl | Mutual Funds | — | — | $936K | <0.1% | |
| Fidelity® Treasury Money Market | Mutual Funds | — | — | $895K | <0.1% | |
| Vanguard FTSE All-World Ex-US | Mutual Funds | — | — | $875K | <0.1% | |
| Vanguard FTSE Developed Markets ETF | Mutual Funds | — | — | $846K | <0.1% | |
| Fidelity® Contrafund® | Mutual Funds | — | — | $838K | <0.1% | |
| WisdomTree US Efficient Core Fund | Other securities | — | — | $834K | <0.1% | |
| iShares Core Msci Emerging | Other securities | — | — | $832K | <0.1% |
