Neal Klausner signed Davis+Gilbert LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davis+Gilbert LLP's EIN is 13-1504385.
Download the official 2024 Form 5500 (PDF) for Davis+Gilbert LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davis+Gilbert LLP'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES, IN | 34-1479833 | — | NONE | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEALTHSPIRE ADVISORS LLC | 13-3831584 | — | NONE | $58K |
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 | |||||
|---|---|---|---|---|---|---|
| Various Personal Choice Retirement Accounts | Self-Directed Brokerage | — | — | $29.3M | 19.6% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $18.3M | 12.3% | |
| Vanguard Balanced Index INSTL | Mutual Funds | — | — | $11.1M | 7.4% | |
| Vanguard Info Tech IDX ADM | Common Collective Trusts | — | — | $10.3M | 6.9% | |
| Vanguard Growth Index INSTL | Mutual Funds | — | — | $10.3M | 6.9% | |
| Vanguard Value Index INSTL | Mutual Funds | — | — | $9.9M | 6.6% | |
| Vanguard SM Cap Index INSTL | Mutual Funds | — | — | $8.8M | 5.9% | |
| Columbia Contrarian Core FD Z | Other securities | — | — | $8.4M | 5.6% | |
| Europacific Growth R6 | Other securities | — | — | $6.9M | 4.6% | |
| Jensen Quality Growth J | Other securities | — | — | $6.2M | 4.1% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $5.9M | 4.0% | |
| DODGE & COX Income X | Mutual Funds | — | — | $5.8M | 3.9% | |
| Schwab Value Advantage Money Ultra | Mutual Funds | — | — | $5.3M | 3.5% | |
| Pimco Short Term Fund | Mutual Funds | — | — | $4.9M | 3.3% | |
| Neuberger Berman INT Val R6 | Other securities | — | — | $2.1M | 1.4% | |
| Vanguard Real Estate Index ADM | Mutual Funds | — | — | $1.2M | 0.8% | |
| Cohen & Steers Realty Inst CL | Other securities | — | — | $479K | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $433K | 0.3% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $165K | 0.1% | |
| Notes receivables from participants | Other securities | — | — | $105K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $79K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $67K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $40K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $25K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $21K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $1K | <0.1% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $195 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| HIGHTOWER ADVISORS LLC | 36-4500709 | — | NONE | $35K | — |
| MJB ASSET MANAGEMENT LLC | 13-3939910 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITY NATIONAL ROCHDALE LLC | 20-2931739 | — | NONE | $54K | — |
| ABACUS WEALTH PARTNERS LLC | 65-1193184 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $4K | — |
