LISA Weedman signed A-Mark Precious Metals, Inc. and's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A-Mark Precious Metals, Inc. and's EIN is 11-2464169.
Download the official 2024 Form 5500 (PDF) for A-Mark Precious Metals, Inc. and from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)A-Mark Precious Metals, Inc. and's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $76K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $4.8M | 17.3% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $3.9M | 14.0% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $2.9M | 10.6% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $2.1M | 7.6% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $1.5M | 5.4% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.5M | 5.3% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $1.4M | 5.0% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $1.1M | 3.8% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $999K | 3.6% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $817K | 2.9% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $779K | 2.8% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $716K | 2.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $712K | 2.6% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $626K | 2.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $620K | 2.2% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $512K | 1.8% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $490K | 1.8% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $406K | 1.5% | |
| FIDELITY CAPITAL & INCOME | Registered Investment Companies | — | — | $360K | 1.3% | |
| EMP TRP MID CAP GROWTH INST | Registered Investment Companies | — | — | $332K | 1.2% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $325K | 1.2% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $252K | 0.9% | |
| NUVEEN LC INDEX 2015 R6 | Registered Investment Companies | — | — | $200K | 0.7% | |
| GS INTL EQUITY INSIGHTS INST | Registered Investment Companies | — | — | $96K | 0.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $75K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $60K |
| — |
