Robert Schoenhaut signed Weitz & Luxenberg, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weitz & Luxenberg, P.C.'s EIN is 13-3607351.
Download the official 2024 Form 5500 (PDF) for Weitz & Luxenberg, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weitz & Luxenberg, P.C.'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 |
|---|---|---|---|---|---|
| EQUITABLE LIFE INSURANCE COMPANY | 13-5570651 | — | RECORDKEEPER | $159K | — |
| EQUITABLE LIFE INSURANCE COMPANY | 13-5570651 | — | RECORDKEEPER | $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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 65 EQUITABLE · EIN 13-5570651 / PN 065 | Pooled Separate Account | — | — | $38.5M | 94.5% | |
| Fidelity 500 Index Institutional Premium | Common Collective Trusts | — | — | $11.2M | 27.6% | |
| Vanguard Life Strategy Moderate Gr Inv | Mutual Funds | — | — | $8.2M | 20.2% | |
| Vanguard Life Strategy Growth | Mutual Funds | — | — | $3.4M | 8.3% | |
| Fidelity Large Cap Value Index Inst | Mutual Funds | — | — | $1.5M | 3.7% | |
| Vanguard VIF Total Bond Mkt Idx | Common Collective Trusts | — | — | $1.5M | 3.6% | |
| Fidelity Large Cap Growth Index Institutional | Mutual Funds | — | — | $1.4M | 3.5% | |
| Vanguard Mid-Cap Value Index Adm | Mutual Funds | — | — | $1.2M | 3.1% | |
| AXA Equitable Guaranteed Interest Option | Other securities | — | — | $1.2M | 2.9% | |
| Premium Fidelity Small Cap Index Instl Premium | Mutual Funds | — | — | $929K | 2.3% | |
| Vanguard T ** 349 Vanguard Target Retirement 2020 | Mutual Funds | — | — | $835K | 2.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $802K | 2.0% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $780K | 1.9% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $681K | 1.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $655K | 1.6% | |
| Dimensional Fund Advisors DFA Inflation-Protected Sec I | Mutual Funds | — | — | $602K | 1.5% | |
| Notes receivable from Interest rates ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $589K | 1.4% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $472K | 1.2% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $426K | 1.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $395K | 1.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $368K | 0.9% | |
| American Funds American Funds New World Fund | Mutual Funds | — | — | $342K | 0.8% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $297K | 0.7% | |
| Ishares MSCI EAFE International Index K | Other securities | — | — | $267K | 0.7% | |
| Vanguard VIF High Yield Bond | Mutual Funds | — | — | $236K | 0.6% | |
| Vanguard Life strategy consrv GR Inv ** 174 Vanguard International Value Inv | Mutual Funds | — | — | $215K | 0.5% | |
| American Funds American Global Balance R6 | Mutual Funds | — | — | $208K | 0.5% | |
| AXA Equitable EQ/Money Market | Cash / Money Market | — | — | $202K | 0.5% | |
| Vanguard Total Int'l Stock Index Adm | Mutual Funds | — | — | $201K | 0.5% | |
| Fidelity Emerging Markets Index Inst PR | Mutual Funds | — | — | $156K | 0.4% | |
| Vanguard Small Growth Index Adm | Mutual Funds | — | — | $133K | 0.3% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities | Mutual Funds | — | — | $110K | 0.3% | |
| American Funds American Global Growth Port R6 | Mutual Funds | — | — | $96K | 0.2% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $94K | 0.2% | |
| AXA Equitable PIB Eq/Balanace strategy portfolio ** 3 Dimensional Fund Advisors DFA US Targeted Value 1 | Mutual Funds | — | — | $80K | 0.2% | |
| Franklin Strategic Income R6 | Mutual Funds | — | — | $79K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $66K | 0.2% | |
| Dimensional Fund Advisors DFA Global Equity I | Mutual Funds | — | — | $65K | 0.2% | |
| Vanguard Small Cap Value Index Adm | Mutual Funds | — | — | $56K | 0.1% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $56K | 0.1% | |
| Dimensional Fund Advisors DFA World Ex US Govt Fixed Income | Mutual Funds | — | — | $47K | 0.1% | |
| Dimensional Fund Advisors DFA Real Estate Securities | Mutual Funds | — | — | $40K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $17K | <0.1% | |
| Vanguard Life Strategy Income Inv | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
