ED Scicchitano signed Marcum LLP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marcum LLP's EIN is 11-1986323.
Download the official 2023 Form 5500 (PDF) for Marcum LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Marcum LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $236K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB INTERNATIONAL | 13-3621603 | — | NONE | $21K | — |
| KAHN LITWIN RENZA & CO LTD | 05-0409384 | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $74.3M | 13.3% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $70.0M | 12.5% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $48.9M | 8.8% | |
| Schwab Select Large Cap Growth Fund | Mutual Funds | — | — | $41.2M | 7.4% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $30.9M | 5.5% | |
| Vanguard Mid-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $28.0M | 5.0% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $23.0M | 4.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $21.6M | 3.9% | |
| Galliard Stable Return Fund C | Other securities | — | — | $21.3M | 3.8% | |
| WELLS FARGO STABLE VALUE FUND GALLIARD CAPITAL MANAGEMENT · EIN 41-1813702 / PN 001 | Common Collective Trust | — | — | $21.3M | 3.8% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $20.6M | 3.7% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $19.7M | 3.5% | |
| Vanguard Small-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $18.6M | 3.3% | |
| MFS Value Fund, Class R6 | Mutual Funds | — | — | $15.4M | 2.8% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $14.1M | 2.5% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $13.0M | 2.3% | |
| Vanguard Developed Markets Index Fund Institutional Shares | Common Collective Trusts | — | — | $10.1M | 1.8% | |
| MFS International Diversification Fund, Class R6 | Mutual Funds | — | — | $9.7M | 1.7% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $8.9M | 1.6% | |
| Guggenheim Total Return Bond Fund, Class R6 | Other securities | — | — | $8.0M | 1.4% | |
| Fidelity Advisor Focused Emerging Markets Fund, Class Z | Mutual Funds | — | — | $7.8M | 1.4% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $7.0M | 1.3% | |
| Pioneer Strategic Income Fund, Class K | Other securities | — | — | $6.0M | 1.1% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.7M | 1.0% | |
| Vanguard Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.4M | 0.8% | |
| various dates through November 2056, collateralized by participant account balances - | Other securities | — | — | $4.3M | 0.8% | |
| Vanguard Inflation-Protected Securities Fund Institutional Shares | Mutual Funds | — | — | $4.1M | 0.7% | |
| METLIFE GAC - 25053 CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.6% | |
| Vanguard Self-Directed Brokerage Fund | Self-Directed Brokerage | — | — | $2.3M | 0.4% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $373K | <0.1% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $179K | <0.1% | |
| VFTC TARGET RET INC AND GROWTH T II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $20K | <0.1% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% | |
| METLIFE GAC - 25157 CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $18K |
| — |
