David Shnitkin signed Carl Marks & Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carl Marks & Co., Inc.'s EIN is 13-3146265.
Download the official 2024 Form 5500 (PDF) for Carl Marks & Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carl Marks & Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| BLACKROCK EQUITY INDEX CL R GREAT GRAY TRUST COMPANYT · EIN 20-3802262 / PN 001 | Common Collective Trust | $4.4M | 51.5% |
| BLACKROCK MIDCAP EQUITY INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 002 | Common Collective Trust | $1.4M | 16.2% |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | $986K | 11.6% |
| BLACKROCK RUSSELL 2000 INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802587 / PN 004 | Common Collective Trust | $912K | 10.8% |
| BLACKROCK EAFE EQUITY INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | $607K | 7.2% |
| BLACKROCK US DEBT INDEX CL R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | $233K | 2.8% |
