OLGA Sarduy signed Labaton Keller Sucharow LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Labaton Keller Sucharow LLP's EIN is 13-1987846.
Download the official 2024 Form 5500 (PDF) for Labaton Keller Sucharow LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Labaton Keller Sucharow LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, LLP | 22-2428965 | — | CONSULTANT | $21K | — |
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.
| 47-1411118 |
| — |
| CONSULTANT |
| $20K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid 500 Index Mutual Fund | Common Collective Trusts | — | — | $6.2M | 12.0% | |
| TRP Retirement 2050 Mutual Fund | Other securities | — | — | $6.1M | 11.8% | |
| TRP Retirement 2040 Mutual Fund | Other securities | — | — | $5.0M | 9.6% | |
| TRP Retire Bal Mutual Fund | Other securities | — | — | $3.6M | 7.0% | |
| TRP Retirement 2045 Mutual Fund | Other securities | — | — | $2.9M | 5.6% | |
| TRP Retirement 2035 Mutual Fund | Other securities | — | — | $2.9M | 5.6% | |
| Fid Contrafund K Mutual Fund | Mutual Funds | — | — | $2.7M | 5.2% | |
| JPM Growth Adv Tg R3 Mutual Fund | Other securities | — | — | $2.3M | 4.5% | |
| TRP Retirement 2055 Mutual Fund | Other securities | — | — | $1.8M | 3.5% | |
| Col Dividend Inc I3 Mutual Fund | Common Stocks | — | — | $1.7M | 3.4% | |
| TRP Retirement 2030 Mutual Fund | Other securities | — | — | $1.5M | 2.9% | |
| TRP Retirement 2020 Mutual Fund | Other securities | — | — | $1.5M | 2.8% | |
| JPM US Equity R6 Mutual Fund | Other securities | — | — | $1.4M | 2.7% | |
| Loomis Core Pl Bd Y Mutual Fund | Other securities | — | — | $1.2M | 2.4% | |
| Fid Govt Mmkt Money Market Fund | Mutual Funds | — | — | $1.2M | 2.4% | |
| TRP Retirement 2025 Mutual Fund | Other securities | — | — | $1.0M | 2.0% | |
| Fid Extd Mkt Idx Mutual Fund | Common Collective Trusts | — | — | $910K | 1.8% | |
| Fid Intl Index Mutual Fund | Mutual Funds | — | — | $900K | 1.7% | |
| Amer New Perspect R4 Mutual Fund | Other securities | — | — | $822K | 1.6% | |
| Stable Value Fund Collective Investment Trust | Stable Value | — | — | $711K | 1.4% | |
| FID MGD INC PORT FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $711K | 1.4% | |
| BlkRk Hi Yd Inv A Mutual Fund | Other securities | — | — | $544K | 1.1% | |
| J H Glb Tech Innv T Mutual Fund | Other securities | — | — | $519K | 1.0% | |
| JPM Hedged Equity R5 Mutual Fund | Other securities | — | — | $490K | 1.0% | |
| FH Mdt Mid Cap Gr R6 Mutual Fund | Other securities | — | — | $490K | 1.0% | |
| Notes receivable from participants Bearing interest at 4.25%-9.5% - | Bonds / Notes | — | — | $461K | 0.9% | |
| Am Cent SmCap Val R6 Mutual Fund | Other securities | — | — | $457K | 0.9% | |
| Fid Sm Cap Idx Mutual Fund | Common Collective Trusts | — | — | $456K | 0.9% | |
| Mgl Ivy Sci & Tech A Mutual Fund | Other securities | — | — | $363K | 0.7% | |
| FID Emrg Mkts Idx Mutual Fund | Common Collective Trusts | — | — | $321K | 0.6% | |
| Fid Sel Energy Mutual Fund ** 960 * Fid Sel Healthcare Mutual Fund | Mutual Funds | — | — | $315K | 0.6% | |
| TRP Retirement 2060 Mutual Fund | Other securities | — | — | $243K | 0.5% | |
| Fid Mid Cap Idx Mutual Fund | Common Collective Trusts | — | — | $171K | 0.3% | |
| TRP Retirement 2065 Mutual Fund | Other securities | — | — | $145K | 0.3% | |
| Cohen & Steers Rlty Mutual Fund | Other securities | — | — | $126K | 0.2% | |
| Fid Sel Materials Mutual Fund | Mutual Funds | — | — | $87K | 0.2% |
