Glenn Friedman signed Prager Metis CPAS, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Prager Metis CPAS, LLC's EIN is 06-1667465.
Download the official 2024 Form 5500 (PDF) for Prager Metis CPAS, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Prager Metis CPAS, LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $140K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | — | CONSULTANT | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Wellesley Income Admiral Shares Fund " | Mutual Funds | — | — | $7.2M | 20.6% | |
| MFS Growth Allocation Class R4 Fund " | Mutual Funds | — | — | $4.5M | 12.9% | |
| Vanguard 500 Index Admiral Class Fund " | Common Collective Trusts | — | — | $4.1M | 11.7% | |
| Vanguard Developed Markets Index Admiral Shares Fund " | Mutual Funds | — | — | $2.3M | 6.6% | |
| Schwab Self Directed Brokerage Account Self-directed brokerage account | Self-Directed Brokerage | — | — | $2.3M | 6.6% | |
| Lord Abbett Short Duration Income Class I Fund Mutual fund ** 34 Vanguard Total Bond Market Index Admiral Shares Fund " | Mutual Funds | — | — | $2.0M | 5.8% | |
| Vanguard Mid Cap Index Admiral Shares Fund " | Mutual Funds | — | — | $1.9M | 5.3% | |
| Lincoln NY Stable Value Account Guaranteed investment contract | Stable Value | — | — | $1.8M | 5.2% | |
| Fidelity Freedom Index 2025 Institutional Premium Class Fund " ** 107 Fidelity Freedom Index 2035 Institutional Premium Class Fund " | Mutual Funds | — | — | $1.6M | 4.6% | |
| Vanguard Small Cap Index Admiral Shares Fund " | Mutual Funds | — | — | $1.5M | 4.3% | |
| American Funds New Class R6 Fund " | Mutual Funds | — | — | $945K | 2.7% | |
| DFA World Ex Us Government Fixed Income Institutional Class Shares " | Mutual Funds | — | — | $586K | 1.7% | |
| DFA Real Estate Securities Institutional Class Fund " | Mutual Funds | — | — | $574K | 1.6% | |
| Vanguard Growth Index Admiral Shares Fund " | Mutual Funds | — | — | $430K | 1.2% | |
| DFA Inflation Protected Securities Institutional Class Fund " | Mutual Funds | — | — | $414K | 1.2% | |
| Participant loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $300K | 0.9% | |
| PGIM High Yield Class R6 Fund " | Other securities | — | — | $258K | 0.7% | |
| Fidelity Freedom Index 2060 Institutional Premium Class Fund " | Mutual Funds | — | — | $217K | 0.6% | |
| Clearbridge Small Cap Growth Class I Fund " | Other securities | — | — | $211K | 0.6% | |
| JP Morgan Mid Cap Growth Class R6 Fund " | Other securities | — | — | $187K | 0.5% | |
| American Century Mid Cap Value R6 Fund " | Other securities | — | — | $138K | 0.4% | |
| Vanguard Short Term Investment Grade Admiral Shares Fund " | Mutual Funds | — | — | $123K | 0.4% | |
| AB Relative Value Class I Fund " | Other securities | — | — | $103K | 0.3% | |
| Franklin Small Cap Value Class R6 Fund " | Mutual Funds | — | — | $79K | 0.2% | |
| Invesco Gold & Special Minerals Fund " | Mutual Funds | — | — | $60K | 0.2% | |
| Gateway Class Y Shares Fund " | Other securities | — | — | $55K | 0.2% | |
| AB High Income Class I Fund " ** 107 AB Global Bond Class I Fund " | Other securities | — | — | $52K | 0.1% | |
| Fidelity Freedom Index 2050 Institutional Premium Class Fund " | Mutual Funds | — | — | $9K | <0.1% | |
| DFA Commodity Strategy Institutional Class Shares Fund " | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PERIGON WEALTH MANAGEMENT |
| 20-1006470 |
| — |
| CONSULTANT |
| $31K |
| — |
| DANZIGER & MARKHOFF LLP | 13-3010201 | — | CONSULTANT | $25K | — |
| CARON & BLETZER, PLLC | 04-3499945 | — | CONSULTANT | $16K | — |
