Steven Gordon signed M. Shanken Communications, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M. Shanken Communications, Inc.'s EIN is 13-3109245.
Download the official 2024 Form 5500 (PDF) for M. Shanken Communications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M. Shanken Communications, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | RECORDKEEPER | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Columbia Funds Seligman Communication & Information + | Other securities | — | — | $3.9M | 11.7% | |
| Vanguard Funds 500 Index Admiral + | Common Collective Trusts | — | — | $3.6M | 10.7% | |
| American Funds Fundamental Investor + | Mutual Funds | — | — | $2.4M | 7.2% | |
| One Liberty Properties Inc. 80,000 Shares held by Smith Barney | Common Stocks | — | $1.3M | $2.2M | 6.5% | |
| Goldman Sachs Large Cap Growth + | Other securities | — | — | $2.1M | 6.3% | |
| Pioneer Investments Cash Reserves + | Cash / Money Market | — | — | $2.0M | 5.9% | |
| Federated Funds U. S. Treasury Money Market + | Cash / Money Market | — | — | $1.8M | 5.4% | |
| American Funds Europacific Growth + | Mutual Funds | — | — | $1.3M | 3.9% | |
| Fidelity Advisor Total Bond Fund - Class A + | Mutual Funds | — | — | $1.2M | 3.7% | |
| IVY Funds Mid Cap Growth + | Other securities | — | — | $1.1M | 3.4% | |
| American Funds New Perspective + | Mutual Funds | — | — | $1.1M | 3.3% | |
| Blackstone Inc. 6,300 Shares held by Smith Barney | Common Stocks | — | $173K | $1.1M | 3.3% | |
| Voya Funds Target Retirement 2030 + | Other securities | — | — | $1.0M | 3.1% | |
| Voya Funds Target Retirement 2050 + | Other securities | — | — | $973K | 2.9% | |
| Marathon Petroleum Corp. 6,000 Shares held by Smith Barney | Common Stocks | — | $125K | $837K | 2.5% | |
| Apple Inc. 3,000 Shares held by Smith Barney | Common Stocks | — | $352K | $751K | 2.2% | |
| Columbia Funds Small Cap Value II + | Other securities | — | — | $710K | 2.1% | |
| Chevron Corp. 4,000 Shares held by Smith Barney | Common Stocks | — | $601K | $579K | 1.7% | |
| Vanguard Funds Total Int'l Stock Index Admiral + | Mutual Funds | — | — | $559K | 1.7% | |
| Estee Laudeed Co Inc CL A 5,000 Shares held by Smith Barney | Common Stocks | — | $362K | $375K | 1.1% | |
| Voya Funds Target Retirement 2040 + | Other securities | — | — | $343K | 1.0% | |
| Salesforce Inc 1,000 Shares held by Smith Barney | Common Stocks | — | $216K | $334K | 1.0% | |
| Amazon Com Inc. 1,500 Shares held by Smith Barney | Common Stocks | — | $272K | $329K | 1.0% | |
| CIE Financier Richemont AG A 2,000 Shares held by Smith Barney | Common Stocks | — | $317K | $304K | 0.9% | |
| Seacoast Banking Corpof Flori 10,000 Shares held by Smith Barney | Other securities | — | $276K | $275K | 0.8% | |
| Global X Uranium ETF 10,000 Shares held by Smith Barney | Other securities | — | $261K | $268K | 0.8% | |
| Pioneer Investments Strategic Income + | Other securities | — | — | $237K | 0.7% | |
| Green Thumb Industries Sub VTG 25,000 Shares held by Smith Barney | Other securities | — | $256K | $204K | 0.6% | |
| Tilray Brands Inc 150,000 Shares held by Smith Barney | Common Stocks | — | $295K | $200K | 0.6% | |
| MFS Investments Value Fund + | Mutual Funds | — | — | $196K | 0.6% | |
| AllianceBernstein Small Cap Growth + | Other securities | — | — | $176K | 0.5% | |
| Novo Nordisk A/S ADR 2,000 Shares held by Smith Barney | Common Stocks | — | $178K | $172K | 0.5% | |
| Voya Funds Target Retirement 2060 + | Other securities | — | — | $168K | 0.5% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $121K | 0.4% | |
| Columbia Funds Mid-Cap Value + | Other securities | — | — | $91K | 0.3% | |
| Voya Funds Target In-Retirement + | Other securities | — | — | $87K | 0.3% | |
| Eaton Vance Funds Government Obligations + | Other securities | — | — | $83K | 0.2% | |
| Vanguard Funds Total Bond Market Index Admiral + | Mutual Funds | — | — | $74K | 0.2% | |
| Cash Non-interest bearing cash account + $ | Cash / Money Market | — | — | $44K | 0.1% | |
| Caprivision Inc. 50,000 Shares held by Smith Barney | Common Stocks | — | $191K | $35K | 0.1% | |
| Voya Funds Target Retirement 2055 + | Other securities | — | — | $6K | <0.1% | |
| Voya Funds Target Retirement 2035 + | Other securities | — | — | $5K | <0.1% | |
| Voya Funds Target Retirement 2045 + | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
