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 profit-sharing, a 401(k) feature, a default investment (QDIA).
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 | $222K | — |
| 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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Funds Inc. Principal LargeCap Growth Income Institutional Fund | Common Stocks | — | — | $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 | Mutual Funds | — | — | $14.8M | 4.8% | |
| The American Funds American Funds Fundamental Investors R4 Fund | Mutual Funds | — | — | $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 | Other securities | — | — | $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 | Common Stocks | — | — | $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 | Mutual Funds | — | — | $6.9M | 2.2% | |
| Thompson IM Thompson LargeCap Fund | Other securities | — | — | $6.5M | 2.1% | |
| The American Funds American Funds EuroPacific Growth R4 Fund | Mutual Funds | — | — | $5.9M | 1.9% | |
| Fidelity Investments Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $5.9M | 1.9% | |
| Columbia Funds Columbia Total Return Bond 12 Fund | Other securities | — | — | $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 | Mutual Funds | — | — | $4.5M | 1.5% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $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% $- | Bonds / Notes | — | — | $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 | Other securities | — | — | $2.2M | 0.7% | |
| Nationwide Inflation-Protected Securities Institutional | Other securities | — | — | $1.7M | 0.6% | |
| Principal Funds Inc. Principal MidCap Value I RS Fund | Common Stocks | — | — | $1.0M | 0.3% | |
| Dreyfus Funds BNYM Active MidCap A Fund | Mutual Funds | — | — | $973K | 0.3% | |
| BlackRock Global Allocation Fund - Institutional | Other securities | — | — | $880K | 0.3% | |
| Service * Principal Funds Inc. Principal Diversified Real Asset Fund - Institutional | Common Stocks | — | — | $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 | Other securities | — | — | $682K | 0.2% |
