Brian Ciccaglione signed Cantor Colburn LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cantor Colburn LLP's EIN is 06-1091957.
Download the official 2024 Form 5500 (PDF) for Cantor Colburn LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cantor Colburn LLP's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $104K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.9M | 13.4% | |
| Fidelity Blue Chip Growth Fund - Class K | Mutual Funds | — | — | $11.5M | 12.9% | |
| Investor Shares Self Directed Brokerage Self Directed Brokerage | Self-Directed Brokerage | — | — | $8.2M | 9.3% | |
| Vanguard LifeStrategy Moderate Growth Fund Investor | Mutual Funds | — | — | $6.3M | 7.1% | |
| Shares Vanguard LifeStrategy Growth Fund Investor Shares | Mutual Funds | — | — | $5.0M | 5.7% | |
| Loomis Sayles Core Plus Bond Fund Class Y | Other securities | — | — | $4.5M | 5.1% | |
| American Funds Investment Company of America Class R-6 | Mutual Funds | — | — | $4.5M | 5.0% | |
| Vanguard Total International Stock Index Fund Admiral | Common Collective Trusts | — | — | $4.2M | 4.7% | |
| Shares JP Morgan Equity Income Fund Class R6 | Other securities | — | — | $3.6M | 4.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.8M | 3.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.7M | 3.1% | |
| T. Rowe Price Health Sciences Fund | Other securities | — | — | $2.3M | 2.6% | |
| MFS Mid Cap Value Fund Class R4 | Mutual Funds | — | — | $1.8M | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.8M | 2.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.7M | 1.9% | |
| Baron Asset Fund Institutional Class | Other securities | — | — | $1.7M | 1.9% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.6M | 1.8% | |
| Fully Benefit-Responsive Standard Insurance Company Stable Asset Fund | Common Stocks | — | — | $1.3M | 1.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $1.3M | 1.4% | |
| Fidelity Balanced Fund - Class K | Mutual Funds | — | — | $1.2M | 1.4% | |
| ClearBridge Small Cap Growth Fund Class IS | Other securities | — | — | $1.0M | 1.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $1000K | 1.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $897K | 1.0% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $771K | 0.9% | |
| Neuberger Berman High Income Bond Fund Class I | Other securities | — | — | $662K | 0.7% | |
| C&S Institution Realty Shares | Other securities | — | — | $649K | 0.7% | |
| Janus Henderson Short Duration Flexible Bond Fund Class I | Mutual Funds | — | — | $602K | 0.7% | |
| American Beacon Small Cap Value Fund Class R5 | Other securities | — | — | $521K | 0.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $484K | 0.5% | |
| Investment Contract IV * Notes Receivable from Interest rates between 4.25% and 9.50% and | Bonds / Notes | — | — | $432K | 0.5% | |
| BlackRock Strategic Global Bond Fund, Inc. Institutional | Common Stocks | — | — | $429K | 0.5% | |
| Shares Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $197K | 0.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $151K | 0.2% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $88K | <0.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $23K | <0.1% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $17K |
| — |
