IRA Bogner signed Proskauer Rose LLP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Proskauer Rose LLP's EIN is 13-1840454.
Download the official 2023 Form 5500 (PDF) for Proskauer Rose LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Proskauer Rose LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, 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 INC | 34-1479833 | — | NONE | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $10 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2040 Fund Institutional | Other securities | — | — | $12.4M | 12.4% | |
| T. Rowe Price Retirement 2035 Fund Institutional | Other securities | — | — | $10.0M | 10.0% | |
| Vanguard Institutional Index | Mutual Funds | — | — | $9.3M | 9.3% | |
| T. Rowe Price Retirement 2030 Fund Institutional | Other securities | — | — | $8.8M | 8.8% | |
| T. Rowe Price Retirement 2045 Fund Institutional | Other securities | — | — | $8.6M | 8.6% | |
| T. Rowe Price Retirement 2050 Fund Institutional | Other securities | — | — | $6.7M | 6.7% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $4.4M | 4.4% | |
| Dodge & Cox Stock Fund X | Mutual Funds | — | — | $4.4M | 4.4% | |
| T. Rowe Price Retirement 2025 Fund Institutional | Other securities | — | — | $3.9M | 3.9% | |
| T. Rowe Price Retirement 2055 Fund Institutional | Other securities | — | — | $2.4M | 2.4% | |
| Vanguard Life Strategy Star Growth Fund | Mutual Funds | — | — | $2.4M | 2.4% | |
| T. Rowe Price Retirement 2020 Fund Institutional | Other securities | — | — | $2.1M | 2.1% | |
| Dodge & Cox Balanced Fund X | Mutual Funds | — | — | $2.0M | 2.0% | |
| Goldman Sachs Small-Cap Value Fund | Other securities | — | — | $1.9M | 1.9% | |
| Vanguard Small Cap Index- Institutional | Mutual Funds | — | — | $1.4M | 1.4% | |
| Pioneer Lrg Cap Growth Portfolio | Other securities | — | — | $1.3M | 1.3% | |
| WILMGT TR CIT PIONEER LC GRWT PORT WILMINGTON TRUST, N.A. · EIN 81-4278868 / PN 290 | Common Collective Trust | — | — | $1.3M | 1.3% | |
| T. Rowe Price Retirement 2015 Fund Institutional | Other securities | — | — | $1.2M | 1.2% | |
| Vanguard Life Strategy Conservative Growth Fund | Mutual Funds | — | — | $1.1M | 1.1% | |
| T. Rowe Price Retirement 2060 Fund Institutional | Other securities | — | — | $1.1M | 1.1% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $875K | 0.9% | |
| Dodge & Cox International Stock Fund X | Mutual Funds | — | — | $854K | 0.9% | |
| JP Morgan Emerging Markets Equity Fund | Other securities | — | — | $811K | 0.8% | |
| Blackrock High Yield Bond | Other securities | — | — | $746K | 0.7% | |
| Vanguard Life Strategy Star Moderate Growth Fund | Mutual Funds | — | — | $734K | 0.7% | |
| Touchstone Small Cap Growth Fund Class Y | Other securities | — | — | $660K | 0.7% | |
| Vanguard Developed Market Index- Institutional | Mutual Funds | — | — | $571K | 0.6% | |
| PCRA Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $489K | 0.5% | |
| T. Rowe Price Retirement 2010 Fund Institutional | Other securities | — | — | $459K | 0.5% | |
| Vanguard Emerging Markets Index-Admiral | Mutual Funds | — | — | $387K | 0.4% | |
| Vanguard Reit Index-Admiral | Mutual Funds | — | — | $162K | 0.2% | |
| Loomis Sayles Bond Fund | Other securities | — | — | $150K | 0.2% | |
| T. Rowe Price Retirement 2065 Fund Institutional | Other securities | — | — | $116K | 0.1% | |
| T. Rowe Price Retired Balanced Institutional | Other securities | — | — | $110K | 0.1% | |
| PIMCO Fund All Asset Institutional | Mutual Funds | — | — | $101K | 0.1% | |
| FPA New Income Fund | Other securities | — | — | $91K | <0.1% | |
| GMO Benchmark Free Allocation Fund | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
