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Original filing (PDF)20251007134329NAL0008244016001
GARFUNKEL WILD PC
Form 5500
FILING_RECEIVED
GARFUNKEL WILD PC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
9 service providers
Active participants
134
Accounts w/ balance
170
Plan assets (EOY)
$90.5M
Net assets (EOY)
$90.5M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (10 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GARFUNKEL WILD PC.
Plan sponsor
Name
GARFUNKEL WILD PC
EIN
11-2526447
Address
900 STEWART AVENUE · GARDEN CITY, NY · 115304869
Phone
(516) 393-2200
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-07
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
ANCHIN, BLOCK & ANCHIN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
9 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | 52-1309931 | — | RECORD KEEPER | $89K | — |
Other
8| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | NONE | $0 | — |
| JOHN HANCOCK | 04-3483032 | — | NONE | $0 | — |
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| AMERICAN FUNDS | 95-1411037 | — | NONE | $0 | — |
| COHEN & STEERS FUNDS | 14-1904657 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| INVESCO | 26-4521338 | — | NONE | $0 | — |
Investments
30 direct securities · 1 pooled fund· $93.5M(100% of reported assets)
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.
Uncategorized
$90.0M
30 holdings
Common Collective Trust
$3.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund, Class R5 | — | — | — | $16.8M | 18.6% | |
| T. Rowe Price Equity Index 500 Fund | — | — | — | $11.0M | 12.2% | |
| T. Rowe Price Retirement 2030 Fund | — | — | — | $8.6M | 9.5% | |
| T. Rowe Price Retirement 2025 Fund | — | — | — | $8.5M | 9.3% | |
| Franklin Small-Mid Cap Growth Funds Advisor | — | — | — | $7.0M | 7.7% | |
| T. Rowe Price Value Fund | — | — | — | $5.1M | 5.7% | |
| T. Rowe Price Retirement 2035 Fund | — | — | — | $4.5M | 5.0% | |
| T. Rowe Price Stable Value Fund | — | — | — | $3.5M | 3.9% | |
| TRP ST VAL COMMON TRUST FUND T.ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.5M | 3.9% | |
| T. Rowe Price Retirement 2015 Fund | — | — | — | $3.5M | 3.9% | |
| Invesco Small Cap Value R6 | — | — | — | $2.6M | 2.9% | |
| T. Rowe Price Retirement 2045 Fund | — | — | — | $2.5M | 2.7% | |
| T. Rowe Price Retirement 2040 Fund | — | — | — | $2.2M | 2.4% | |
| T. Rowe Price Retirement 2010 Fund | — | — | — | $2.1M | 2.3% | |
| JHancock Disciplined Value Mid Cap R4 | — | — | — | $2.1M | 2.3% | |
| T. Rowe Price Retirement 2050 Fund | — | — | — | $1.1M | 1.2% | |
| Pimco International Bond (Usd-Hdg) Instl | — | — | — | $1.1M | 1.2% | |
| American Funds International Vantage | — | — | — | $1.1M | 1.2% | |
| T. Rowe Price Retirement 2055 Fund | — | — | — | $1.1M | 1.2% | |
| T. Rowe Price Retirement 2020 Fund | — | — | — | $1.0M | 1.1% | |
| JPMorgan Core Plus Bond R6 | — | — | — | $885K | 1.0% | |
| T. Rowe Price Intl Equity Index Fund | — | — | — | $811K | 0.9% | |
| Fidelity US Bond Index | — | — | — | $792K | 0.9% | |
| T. Rowe Price Extended Eq Mkt Index Fund | — | — | — | $577K | 0.6% | |
| Notes receivable from participants | — | — | — | $424K | 0.5% | |
| American Funds New World R6 | — | — | — | $373K | 0.4% | |
| T. Rowe Price Retirement 2060 Fund | — | — | — | $353K | 0.4% | |
| T. Rowe Price U.S. Treasury Money Fund | — | — | — | $293K | 0.3% | |
| Cohen & Steers Realty Shares Fund | — | — | — | $173K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | — | — | — | $23K | <0.1% | |
| T. Rowe Price Ret Balanced Fund | — | — | — | $794 | <0.1% |