Gennaro Cicalese signed Epic Long Island, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Epic Long Island, Inc.'s EIN is 11-1821135.
Download the official 2024 Form 5500 (PDF) for Epic Long Island, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Epic Long Island, Inc.'s plan includes 403(b) custodial accounts, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL BENEFITS & FINANCIAL GROUP | 20-5916766 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISOR SERVICES | — | DEER PARK, NY | ADVISOR | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group VANGUARD 500 INDEX FD N/R | Mutual Funds | — | — | $988K | 15.1% | |
| ADMIRAL SHRS DFA Securities LLC DFA US CORE EQTY1 PORT N/R | Mutual Funds | — | — | $934K | 14.3% | |
| INSTL DFA Securities LLC DFA INVESTMENT GRADE PORT N/R | Mutual Funds | — | — | $672K | 10.3% | |
| INSTL The Vanguard Group VANGUARD SHORT TERM N/R | Mutual Funds | — | — | $562K | 8.6% | |
| ADMIRAL The Vanguard Group VANGUARD SHORT-TERM BOND N/R | Mutual Funds | — | — | $516K | 7.9% | |
| INDEX ADM DFA Securities LLC DFA INTL CORE EQTY PORT INST N/R | Mutual Funds | — | — | $509K | 7.8% | |
| Company INCOME FUND Money Market Fund * Money Market Fund SCHWAB GOVERNMENT MONEY N/R | Mutual Funds | — | — | $470K | 7.2% | |
| Baird ULTRA SHORET BIND N/R | Other securities | — | — | $450K | 6.9% | |
| FUND INSTL DFA Securities LLC DFA SHORT DURATION REAL N/R | Mutual Funds | — | — | $344K | 5.3% | |
| RETURN INSTL The Vanguard Group VANGUARD MID CAP INDEX ADM N/R | Mutual Funds | — | — | $177K | 2.7% | |
| DFA Securities LLC DFA EMERGING MARKETS CORE N/R | Mutual Funds | — | — | $144K | 2.2% | |
| FUND Participant Loans * Participant Loans INTEREST RATES: 4.25% - 9.50% | Bonds / Notes | — | — | $139K | 2.1% | |
| PRUDENTIAL GIF STABLE VALUE EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 000 | Common Collective Trust | — | — | $135K | 2.1% | |
| EQUITY PORTFOLIO PORT INSTL DFA Securities LLC DFA GLOBAL REAL ESTATE SEC N/R | Mutual Funds | — | — | $133K | 2.0% | |
| PORT The Vanguard Group VANGUARD TARGET N/R | Mutual Funds | — | — | $117K | 1.8% | |
| RETIREMENT 2030 FD I The Vanguard Group VANGUARD TARGET N/R | Mutual Funds | — | — | $81K | 1.2% | |
| RETIREMENT 2040 FD I The Vanguard Group VANGUARD TARGET N/R | Mutual Funds | — | — | $63K | 1.0% | |
| RETIREMENT 2055 INV The Vanguard Group VANGUARD TARGET N/R | Mutual Funds | — | — | $47K | 0.7% | |
| RETIREMENT 2035 FD I The Vanguard Group VANGUARD TARGET N/R | Mutual Funds | — | — | $27K | 0.4% | |
| DFA Securities LLC DFA SMALL CAP PORT INSTL N/R | Mutual Funds | — | — | $7K | 0.1% | |
| The Vanguard Group VANGUARD TARGET N/R | Mutual Funds | — | — | $4K | <0.1% | |
| RETIREMENT 2050 FD I The Vanguard Group VANGUARD TARGET N/R | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
