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Original filing (PDF)20251015104435NAL0004622129001
WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP
Form 5500
FILING_RECEIVED
WILSON, ELSER, MOSKOWITZ, EDELMAN & DICKER LLP 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,197
Accounts w/ balance
2,274
Plan assets (EOY)
$307.2M
Net assets (EOY)
$307.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP.
Plan sponsor
Name
WILSON ELSER MOSKOWITZ EDELMAN & DICKER LLP
EIN
13-2679447
Address
150 EAST 42ND STREET · NEW YORK, NY · 100175639
Phone
(212) 915-5530
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
100
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CITRIN COOPERMAN & COMPANY LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $222K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | OTHER SERVICES | $0 | — |
Investments
20 direct securities · 17 pooled funds· $304.3M(99% of reported assets)
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.
Uncategorized
$143.2M
20 holdings
Common Collective Trust
$127.1M
14 holdings
Pooled Separate Account
$34.0M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Principal Funds Inc. Principal LargeCap Growth Income Institutional Fund | — | — | — | $44.7M | 14.6% | |
| PRIN LGCAP S&P 500 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $25.9M | 8.4% | |
| PRIN LIFETIME HB 2035 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $17.9M | 5.8% | |
| PRIN LIFETIME HYB 2030 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $16.2M | 5.3% | |
| PRIN LIFETIME HB 2040 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $15.8M | 5.2% | |
| Fidelity Investments Fidelity Puritan Fund | — | — | — | $14.8M | 4.8% | |
| The American Funds American Funds Fundamental Investors R4 Fund | — | — | — | $14.6M | 4.8% | |
| PRIN LIFETIME HY 2050 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $13.8M | 4.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $13.5M | 4.4% | |
| PRIN LIFETIME HB 2045 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $12.1M | 3.9% | |
| PRIN LIFETIME HY 2055 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $10.3M | 3.3% | |
| BlackRock Mid-Cap Growth Equity Portfolio I Fund | — | — | — | $10.3M | 3.3% | |
| PRIN LIFETIME HYB 2025 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $10.0M | 3.3% | |
| Eagle Financial Services, Inc. Carillon Eagle MidCap Growth RS Fund | — | — | — | $8.3M | 2.7% | |
| PRIN LIFETIME HYB 2020 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $7.9M | 2.6% | |
| Franklin Templeton Investments Franklin Growth Fund - Advisor | — | — | — | $6.9M | 2.2% | |
| Thompson IM Thompson LargeCap Fund | — | — | — | $6.5M | 2.1% | |
| The American Funds American Funds EuroPacific Growth R4 Fund | — | — | — | $5.9M | 1.9% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | — | — | — | $5.9M | 1.9% | |
| Columbia Funds Columbia Total Return Bond 12 Fund | — | — | — | $5.8M | 1.9% | |
| PRIN LIFETIME HY 2060 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $4.9M | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $4.7M | 1.5% | |
| LordAbbett Lord Abbett High Yield I Fund | — | — | — | $4.5M | 1.5% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $3.8M | 1.2% | |
| PRIN MIDCAP S&P 400 IDX SA-I5 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $3.4M | 1.1% | |
| Notes receivable from participants Interest rates range from 4.25% to 9.50% $- | — | — | — | $3.0M | 1.0% | |
| PRIN LIFETIME HY INC CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2.5M | 0.8% | |
| Victory Funds Victory Sycamore Estimated Value A Fund | — | — | — | $2.2M | 0.7% | |
| Nationwide Inflation-Protected Securities Institutional | — | — | — | $1.7M | 0.6% | |
| Principal Funds Inc. Principal MidCap Value I RS Fund | — | — | — | $1.0M | 0.3% | |
| Dreyfus Funds BNYM Active MidCap A Fund | — | — | — | $973K | 0.3% | |
| BlackRock Global Allocation Fund - Institutional | — | — | — | $880K | 0.3% | |
| Service * Principal Funds Inc. Principal Diversified Real Asset Fund - Institutional | — | — | — | $764K | 0.2% | |
| PRIN LIFETIME HY 2065 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $730K | 0.2% | |
| PRIN LIFETIME HYB 2015 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $708K | 0.2% | |
| PRIN LIFETIME HYB 2070 CIT X PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $701K | 0.2% | |
| BlackRock Commodity Strategies Portfolio I Fund | — | — | — | $682K | 0.2% |
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