VU TRAN signed Abrams Fensterman, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Abrams Fensterman, LLP's EIN is 11-3522661.
Download the official 2024 Form 5500 (PDF) for Abrams Fensterman, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Abrams Fensterman, LLP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JEROME KRANTZ | 11-5387962 | — | INVESTMENT ADVISORY | $48K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORENDA RETIREMENT LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $13K | — |
| UB PENSIONS | 36-4517541 | — | CONTRACT ADMINISTRATOR | $300 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAVOL AND COMPANY CO. | 81-0777739 | — | ACCOUNTANT | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $3.4M | 15.9% | |
| Prin Real Estate Secs SA-Z | Common Stocks | — | $0 | $2.2M | 10.5% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $2.2M | 10.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.0M | 9.6% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $2.0M | 9.6% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | $0 | $2.0M | 9.4% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.0M | 9.4% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | $0 | $1.5M | 7.1% | |
| Participant Loans | Participant loans | — | — | $1.5M | 6.9% | |
| Prin LifeTime Hybr Inc CIT Z | Common Collective Trusts | — | $0 | $1.2M | 5.9% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.2M | 5.9% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.2M | 5.8% | |
| PIMCO Glbl Bd (USD-Hdg) I Fd | Mutual Funds | — | $0 | $1.2M | 5.8% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.0M | 4.7% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $1.0M | 4.7% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | $0 | $668K | 3.1% | |
| Prin LgCp S&P 500 Index SA-Z | Common Collective Trusts | — | $0 | $477K | 2.2% | |
| JP Morgan Lrg Cap Value R6 Fd | Other securities | — | $0 | $369K | 1.7% | |
| Vanguard Hi Div Yld Idx Adm Fd | Common Collective Trusts | — | $0 | $277K | 1.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $256K | 1.2% | |
| JanusHenderson Triton N | Other securities | — | $0 | $218K | 1.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $181K | 0.9% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $178K | 0.8% | |
| Prin LifeTime Hybr 2045 CIT Z | Common Collective Trusts | — | $0 | $178K | 0.8% | |
| Vanguard Growth Index Adm Fund | Mutual Funds | — | $0 | $162K | 0.8% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $162K | 0.8% | |
| Prin Diversified Intl SA-Z | Common Stocks | — | $0 | $149K | 0.7% | |
| Prin LifeTime Hybr 2050 CIT Z | Common Collective Trusts | — | $0 | $146K | 0.7% | |
| Vanguard Intl Growth Adm Fd | Mutual Funds | — | $0 | $145K | 0.7% | |
| Vanguard Value Index Adm Fund | Mutual Funds | — | $0 | $116K | 0.5% | |
| PIMCO StocksPLUS Intl I Fund | Mutual Funds | — | $0 | $100K | 0.5% | |
| Undisc Mgrs Behav Value R6 Fd | Other securities | — | $0 | $91K | 0.4% | |
| Am Fds Bd Fd of Am R6 Fd | Other securities | — | $0 | $89K | 0.4% | |
| PRIN MIDCP S&P 400 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $86K | 0.4% | |
| Prin LifeTime Hybr 2015 CIT Z | Common Collective Trusts | — | $0 | $86K | 0.4% | |
| Carillon Eagle MidCaGwth R6 Fd | Other securities | — | $0 | $76K | 0.4% | |
| Prin LifeTime Hybr 2020 CIT Z | Common Collective Trusts | — | $0 | $72K | 0.3% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $72K | 0.3% | |
| Amer Beacon Sm Cp Val R6 Fd | Other securities | — | $0 | $68K | 0.3% | |
| PRIN LIFETIME HYBR 2065 CIT Z | Common Collective Trusts | — | $0 | $68K | 0.3% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $60K | 0.3% | |
| DFA International Value I Fund | Mutual Funds | — | $0 | $60K | 0.3% | |
| iShs US Agg Bond Index K Fund | Other securities | — | $0 | $50K | 0.2% | |
| AB Discovery Growth Z Fund | Other securities | — | $0 | $49K | 0.2% | |
| American Funds NewWorld R6 | Mutual Funds | — | $0 | $25K | 0.1% | |
| Prin LifeTime Hybr 2025 CIT Z | Common Collective Trusts | — | $0 | $23K | 0.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | $0 | $10K | <0.1% | |
| AB High Income Z Fund | Other securities | — | $0 | $9K | <0.1% | |
| PRIN DIVERSIFIED INTL SA-A PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $9K | <0.1% | |
| Allspring Spec M Cap Value R6 | Other securities | — | $0 | $6K | <0.1% |
