Richard Schirtzer signed Quinn Emanuel Urquhart & Sullivan, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quinn Emanuel Urquhart & Sullivan, LLP's EIN is 95-4004138.
Download the official 2024 Form 5500 (PDF) for Quinn Emanuel Urquhart & Sullivan, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quinn Emanuel Urquhart & Sullivan, LLP's plan includes a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | INVESTMENT MANAGER | $600K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE | $187K | — |
| HOLTHOUSE CARLIN & VAN TRIGT | 95-4345526 |
| Provider | Nondisclosure info |
|---|---|
| GOLDMAN SACHS & CO. | DIDN'T PROVIDE THE REQUIRED DISCLOSURES |
| MASSACHUSETTS FINANCIAL SERVICES CO | DIDN'T PROVIDE THE REQUIRED DISCLOSURES |
| STATE STREET INVESTMENT MANAGEMENT | DIDN'T PROVIDE THE REQUIRED DISCLOSURES |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $34K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares 1-3 Year Treasury Bond Mutual Fund - 120,000 Shares | U.S. Treasuries | — | $9.9M | $9.8M | 5.1% | |
| Calamos Market Neutral Income I Mutual Fund - 428,868.302 Shares | Other securities | — | $6.0M | $6.4M | 3.3% | |
| Tri Contl Corp Mutual Fund - 176,429 Shares | Common Stocks | — | $4.7M | $5.6M | 2.9% | |
| US Treasury Note/Bond 6.750% Due 08-15-26 Government and Agency Securities | U.S. Treasuries | — | $5.3M | $5.2M | 2.7% | |
| MFS Conservative Allocation Fund I Mutual Fund - 306,588 Shares | Mutual Funds | — | $4.9M | $5.1M | 2.6% | |
| US Treasury Note/Bond 3.500% Due 09-15-25 Government and Agency Securities | U.S. Treasuries | — | $4.9M | $5.0M | 2.6% | |
| Federated Hermes US Treas Cash Res Prem Mutual Fund | U.S. Treasuries | — | $4.0M | $4.0M | 2.1% | |
| Morgan Stanley Bank Deposit Program CD and Cash Equivalents | Cash / Money Market | — | $3.8M | $3.8M | 2.0% | |
| Adams Diversified Equity Fund Mutual Fund - 181,811 Shares | Other securities | — | $3.0M | $3.7M | 1.9% | |
| US Treasury Note/Bond 4.125% Due 06-15-26 Government and Agency Securities | U.S. Treasuries | — | $3.5M | $3.5M | 1.8% | |
| T. Rowe Price Capital Appreciation Mutual Fund - 96,582.573 Shares | Other securities | — | $3.2M | $3.3M | 1.7% | |
| Columbia Seligman Technology & Information I Mutual Fund - 19,555.938 Shares | Other securities | — | $2.2M | $2.9M | 1.5% | |
| First Eagle Overseas I Mutual Fund - 117,658.135 Shares | Other securities | — | $2.9M | $2.9M | 1.5% | |
| Vanguard Dividend Apprec ETF Mutual Fund - 12,810 Shares | Mutual Funds | — | $2.0M | $2.5M | 1.3% | |
| US Treasury Note/Bond 1.125% Due 01-15-25 Government and Agency Securities | U.S. Treasuries | — | $2.4M | $2.5M | 1.3% | |
| Vanguard Short-Term Tips Mutual Fund - 50,372 Shares | Mutual Funds | — | $2.4M | $2.4M | 1.3% | |
| Pacer Global Cash Cows Divid Mutual Fund - 71,465 Shares | Cash / Money Market | — | $2.3M | $2.4M | 1.3% | |
| S American Income Fd Amer-R5 Mutual Fund - 97,593.725 Shares | Mutual Funds | — | $2.3M | $2.4M | 1.2% | |
| Guggenheim Macro Opportunities Instl Mutual Fund - 95,703.980 Shares | Other securities | — | $2.3M | $2.4M | 1.2% | |
| Schwab US Dvd Equity ETF Mutual Fund - 77,508 Shares | Mutual Funds | — | $2.0M | $2.1M | 1.1% | |
| Franklin Utilities Adv Mutual Fund - 88,788.612 Shares | Mutual Funds | — | $1.8M | $2.0M | 1.1% | |
| Technology Select Sector Spdr Mutual Fund - 8,581 Shares | Other securities | — | $1.2M | $2.0M | 1.0% | |
| BlackRock Debt Strategies Fund Mutual Fund - 181,714 Shares | Other securities | — | $1.7M | $2.0M | 1.0% | |
| Adams Natural Resources Fund Inc Mutual Fund - 83,197 Shares | Common Stocks | — | $1.8M | $1.8M | 0.9% | |
| US Treasury Note/Bond 0.250% Due 07-31-25 Government and Agency Securities | U.S. Treasuries | — | $1.7M | $1.8M | 0.9% | |
| Eaton Vance T/M Buy - Write OP Mutual Fund - 124,262 Shares | Other securities | — | $1.6M | $1.8M | 0.9% | |
| iShares S&P 500 Growth ETF Mutual Fund - 16,708 Shares | Common Collective Trusts | — | $1.0M | $1.7M | 0.9% | |
| Partners Group Private Equity A Mutual Fund - 811,982.488 Shares | Common Stocks | — | $1.6M | $1.7M | 0.9% | |
| Eaton Vance Enh Eqt Inc II Mutual Fund - 68,461 Shares | Common Stocks | — | $1.1M | $1.6M | 0.9% | |
| BX Private Credit Fund ESC Mutual Fund - 63,646.457 Shares | Other securities | — | $1.6M | $1.6M | 0.8% | |
| NYLI Income Builder I Mutual Fund - 79,050 Shares | Other securities | — | $1.4M | $1.6M | 0.8% | |
| Accrued Income CD and Cash Equivalents 2 * Cash CD and Cash Equivalents | Cash / Money Market | — | $1.6M | $1.6M | 0.8% | |
| US Treasury Note/Bond 0.500% Due 02-28-26 Government and Agency Securities | U.S. Treasuries | — | $1.5M | $1.6M | 0.8% | |
| Vanguard Small Cap Value ETF Mutual Fund - 7,151 Shares | Mutual Funds | — | $1.1M | $1.4M | 0.7% | |
| Select Sector Spdr Utilities Mutual Fund - 18,253 Shares | Other securities | — | $1.3M | $1.4M | 0.7% | |
| U.S. GOVERNMENT BONDS Federal Home Loan Note 2.590% Due 03-19-40 Government and Agency Securities | U.S. Treasuries | — | $1.5M | $1.4M | 0.7% | |
| iShares TIPS Bond ETF Mutual Fund - 12,545 Shares | Other securities | — | $1.4M | $1.3M | 0.7% | |
| Pacer Us Small Cap Cash Cows Mutual Fund - 30,095 Shares | Cash / Money Market | — | $1.1M | $1.3M | 0.7% | |
| BlackRock Health Sciences Opps Instl Mutual Fund - 19,200.223 Shares | Other securities | — | $1.3M | $1.3M | 0.7% | |
| JPMorgan Government Bond Fund I Mutual Fund - 132,544.845 Shares | U.S. Treasuries | — | $1.2M | $1.2M | 0.6% | |
| Invesco International Small-Mid Company Fund Y Mutual Fund - 34,335.404 Shares | Mutual Funds | — | $1.4M | $1.2M | 0.6% | |
| Western Asset Inflation-Linked Inc Fund Mutual Fund - 152,798 Shares | Common Stocks | — | $1.4M | $1.2M | 0.6% | |
| Nuveen S&P 500 Buy-Write Inc Mutual Fund - 86,394 Shares | Common Collective Trusts | — | $1.1M | $1.2M | 0.6% | |
| iShares 0-5 Year TIPS Bond ETF Mutual Fund - 11,534 Shares | Other securities | — | $1.1M | $1.2M | 0.6% | |
| Cohen & Steers Real Estate Securities I Mutual Fund - 66,868.238 Shares | Other securities | — | $1.0M | $1.2M | 0.6% | |
| US Treasury STRIPS 0.000% Due 02-15-41 Government and Agency Securities | U.S. Treasuries | — | $1.1M | $1.0M | 0.5% | |
| Nvidia Corp Common Stock - 7,500 Shares | Common Stocks | — | $298K | $1.0M | 0.5% | |
| US Treasury Note/Bond 4.500% Due 11-15-33 Government and Agency Securities | U.S. Treasuries | — | $1.0M | $996K | 0.5% | |
| Guggenheim Active Allocation Common Stock - 66,283 Shares | Common Stocks | — | $958K | $986K | 0.5% | |
| US Treasury Note/Bond 4.125% Due 11-15-32 Government and Agency Securities | U.S. Treasuries | — | $997K | $976K | 0.5% |
