Robert WILD signed Garfunkel WILD PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Garfunkel WILD PC's EIN is 11-2526447.
Download the official 2024 Form 5500 (PDF) for Garfunkel WILD PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Garfunkel WILD PC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE TRUST COMPANY | 52-1309931 | — | RECORD KEEPER | $89K | — |
| JOHN HANCOCK | 04-3483032 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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 | |||||
|---|---|---|---|---|---|---|
| JPMorgan Large Cap Growth Fund, Class R5 | Other securities | — | — | $16.8M | 18.6% | |
| T. Rowe Price Equity Index 500 Fund | Common Collective Trusts | — | — | $11.0M | 12.2% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $8.6M | 9.5% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $8.5M | 9.3% | |
| Franklin Small-Mid Cap Growth Funds Advisor | Mutual Funds | — | — | $7.0M | 7.7% | |
| T. Rowe Price Value Fund | Other securities | — | — | $5.1M | 5.7% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $4.5M | 5.0% | |
| T. Rowe Price Stable Value Fund | Stable Value | — | — | $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 | Other securities | — | — | $3.5M | 3.9% | |
| Invesco Small Cap Value R6 | Mutual Funds | — | — | $2.6M | 2.9% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $2.5M | 2.7% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $2.2M | 2.4% | |
| T. Rowe Price Retirement 2010 Fund | Other securities | — | — | $2.1M | 2.3% | |
| JHancock Disciplined Value Mid Cap R4 | Other securities | — | — | $2.1M | 2.3% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $1.1M | 1.2% | |
| Pimco International Bond (Usd-Hdg) Instl | Mutual Funds | — | — | $1.1M | 1.2% | |
| American Funds International Vantage | Mutual Funds | — | — | $1.1M | 1.2% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $1.1M | 1.2% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | — | $1.0M | 1.1% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $885K | 1.0% | |
| T. Rowe Price Intl Equity Index Fund | Common Collective Trusts | — | — | $811K | 0.9% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $792K | 0.9% | |
| T. Rowe Price Extended Eq Mkt Index Fund | Common Collective Trusts | — | — | $577K | 0.6% | |
| Notes receivable from participants | Other securities | — | — | $424K | 0.5% | |
| American Funds New World R6 | Mutual Funds | — | — | $373K | 0.4% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $353K | 0.4% | |
| T. Rowe Price U.S. Treasury Money Fund | Other securities | — | — | $293K | 0.3% | |
| Cohen & Steers Realty Shares Fund | Other securities | — | — | $173K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $23K | <0.1% | |
| T. Rowe Price Ret Balanced Fund | Other securities | — | — | $794 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Indirect comp |
|---|
| PIMCO FUNDS | 33-0629048 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| FRANKLIN TEMPLETON | 13-2670991 | — | 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 | — |
