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.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | CUSTODIAN | $229K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| CUSTOM PORTFOLIO | Other securities | — | — | $18.7M | 32.3% | |
| CUSTOM PORTFOLIO | Other securities | — | — | $10.5M | 18.1% | |
| CUSTOM PORTFOLIO | Other securities | — | — | $9.9M | 17.0% | |
| CUSTOM PORTFOLIO | Other securities | — | — | $8.5M | 14.7% | |
| CUSTOM PORTFOLIO | Other securities | — | — | $4.0M | 6.9% | |
| CUSTOM PORTFOLIO | Other securities | — | — | $1.7M | 3.0% | |
| CUSTOM PORTFOLIO | Other securities | — | — | $755K | 1.3% | |
| CUSTOM PORTFOLIO | Other securities | — | — | -$18K | <0.1% | |
| CUSTOM PORTFOLIO | Other securities | — | — | -$22K | <0.1% |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DOLAN MCENIRY CAPITAL MANAGEMENT | 36-4169967 | — | INVESTMENT ADVISORY | $46K | — |
| CONNORS | — | — | INVESTMENT ADVISORY | $25K | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BROADRIDGE/MATRIX TRUST COMPANY | 75-3182674 | — | TRUSTEE | $52K | — |
