Anthony M. Ward ESQ. signed Steven Dubner Landscaping's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Steven Dubner Landscaping's EIN is 11-2120751.
Download the official 2024 Form 5500 (PDF) for Steven Dubner Landscaping from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Steven Dubner Landscaping's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PAYCHEX SECURITIES CORP | 16-1486352 | — | — | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE, FENNER& SMITH | 13-5674085 | — | INVESTNEMT ADVISOR | $3K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Ishares S&P 500 | Common Collective Trusts | — | — | $277K | 25.1% | |
| American Funds AMERICAN FUNDS 2040 | Mutual Funds | — | — | $196K | 17.8% | |
| MFS GROWTH ALLOCATION | Mutual Funds | — | — | $90K | 8.2% | |
| American Funds AMERICAN FUNDS 2060 | Mutual Funds | — | — | $70K | 6.4% | |
| Ishares RUSSELL | Other securities | — | — | $55K | 5.0% | |
| Ishares RUSSELL 2000 | Common Collective Trusts | — | — | $49K | 4.5% | |
| American Funds AMERICAN FUNDS 2050 | Mutual Funds | — | — | $49K | 4.4% | |
| PUTNAM STABLE VALUE 20 PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $47K | 4.3% | |
| JP Morgan JP MORGAN LARGE CAP | Other securities | — | — | $45K | 4.1% | |
| American Funds AMERICAN FUNDS 2055 | Mutual Funds | — | — | $42K | 3.8% | |
| American Funds AMERICAN FUNDS 2045 | Mutual Funds | — | — | $41K | 3.7% | |
| Blackrock EQTY DIVIDEND | Other securities | — | — | $36K | 3.2% | |
| Participant loans Interest rates ranging from 5.75% to 9.50% $ -0- | Bonds / Notes | — | — | $24K | 2.2% | |
| American Funds AMERICAN FUNDS 2065 ** 1 American Funds AMERICAN FUNDS 2025 ** 1 American Funds AMERICAN FUNDS 2030 | Mutual Funds | — | — | $20K | 1.8% | |
| Invesco INTERNATIONAL ** 921 Invesco EQV EMERGING | Mutual Funds | — | — | $16K | 1.5% | |
| Macquarie SMALL CAP CORE | Other securities | — | — | $10K | 0.9% | |
| MFS INTERNATIONAL | Mutual Funds | — | — | $9K | 0.8% | |
| Ishares MSCI EAFE | Other securities | — | — | $7K | 0.6% | |
| Pioneer STRATEGIC INCOME | Other securities | — | — | $4K | 0.3% | |
| Blackrock INFLATION ** 41 Blackrock TOTAL RETURN | Other securities | — | — | $4K | 0.3% | |
| American Funds AMERICAN FUNDS 2035 | Mutual Funds | — | — | $3K | 0.3% | |
| PIMCO COMMODITY REAL | Mutual Funds | — | — | $3K | 0.3% | |
| Invesco MAIN STREET | Mutual Funds | — | — | $3K | 0.3% | |
| Ishares US AGGREGATE | Other securities | — | — | $2K | 0.2% | |
| Blackrock GLOBAL ** 780 Blackrock MID CAP | Other securities | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MID ATLANTIC TRUST COMPANY | 27-3169253 | — | TRUSTEE | $960 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES INC | 47-1637791 | — | CONTRACT ADMINISTRATOR | $1K | — |
