ALAN Rubin signed Wilson, Elser, Moskowitz, Edelman, & Dicker LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilson, Elser, Moskowitz, Edelman, & Dicker LLP's EIN is 13-2679447.
Download the official 2024 Form 5500 (PDF) for Wilson, Elser, Moskowitz, Edelman, & Dicker LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilson, Elser, Moskowitz, Edelman, & Dicker LLP's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
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 | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | $70K | $2.0M | 17.8% | |
| PRIN LARGECAP GROWTH I SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $2.0M | 17.8% | |
| Columbia Funds | Other securities | — | $280K | $1.6M | 13.8% | |
| American Funds Service Company | Mutual Funds | — | $399K | $1.5M | 13.6% | |
| Putnam Investments | Mutual Funds | — | $596K | $1.5M | 13.5% | |
| Principal Funds Inc | Common Stocks | — | $362K | $1.3M | 11.9% | |
| Invesco Funds Group, Inc. | Mutual Funds | — | $417K | $725K | 6.4% | |
| Gabelli | Other securities | — | $292K | $582K | 5.1% | |
| PIMCO Funds | Mutual Funds | — | $135K | $404K | 3.6% | |
| Fidelity Investments | Mutual Funds | — | $135K | $401K | 3.5% | |
| Hartford Mutual Funds | Other securities | — | $407K | $400K | 3.5% | |
| BlackRock | Other securities | — | $123K | $350K | 3.1% | |
| Driehaus | Other securities | — | $311K | $333K | 2.9% | |
| PIMCO Funds | Mutual Funds | — | $27K | $54K | 0.5% | |
| Principal Life Insurance Company | Common Stocks | — | $31K | $31K | 0.3% | |
| PRIN LIQUID ASSETS SEP ACCT-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | — | $31K | 0.3% | |
| Principal Life Insurance Company | Common Stocks | — | $2K | $2K | <0.1% | |
| PRIN CORE PLUS BD SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
