Rebecca Zaretsky signed David Zwirner Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
David Zwirner Inc.'s EIN is 13-3686839.
Download the official 2024 Form 5500 (PDF) for David Zwirner Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)David Zwirner Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK USA | 01-0233346 | — | RETAINED BY EMPLOYER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RMR WEALTH BUILDERS, INC. | 11-2812983 | BERGENFIELD, NJ | ADVISOR | $54K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES Vanguard 500 Index Fund Admiral Shares | Mutual Funds | — | $16K | $8.9M | 24.6% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | $120K | $2.9M | 7.9% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | $88K | $2.6M | 7.2% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | $45K | $2.5M | 6.9% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | $53K | $2.3M | 6.4% | |
| John Hancock Bond Fund Class R6 | Other securities | — | $158K | $2.1M | 5.8% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | $41K | $2.0M | 5.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | $50K | $1.9M | 5.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | $32K | $1.6M | 4.5% | |
| Vanguard Small Cap Index Fund Admiral Shares | Common Collective Trusts | — | $11K | $1.3M | 3.6% | |
| Dfa International Core Equity Portfolio Institutional Class | Mutual Funds | — | $56K | $864K | 2.4% | |
| Brown Advisory Sustainable Growth Fund Institutional Shares | Other securities | — | $12K | $644K | 1.8% | |
| Putnam Large Cap Value Class R6 | Mutual Funds | — | $17K | $585K | 1.6% | |
| Dfa Emerging Markets Core Equity Portfolio Institutional Class | Mutual Funds | — | $22K | $520K | 1.4% | |
| Dfa Inflation Protected Securities Portfolio Institutional Class | Mutual Funds | — | $43K | $459K | 1.3% | |
| Ishares Russell Mid Cap Index Fund Class K | Common Collective Trusts | — | $28K | $418K | 1.2% | |
| Ab Large Cap Growth Fund Class Z | Other securities | — | $3K | $374K | 1.0% | |
| Dfa U.S. Sustainability Core 1 Portfolio | Mutual Funds | — | $7K | $336K | 0.9% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | $9K | $301K | 0.8% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | $1K | $280K | 0.8% | |
| Goldman Sachs Gqg Partners International Opportunities Fund Class R6 | Other securities | — | $14K | $271K | 0.7% | |
| JPMorgan U.S. Government Money Market Fund Capital Class | Cash / Money Market | — | $216K | $216K | 0.6% | |
| American Century Small Cap Growth Fund R6 Class | Other securities | — | $7K | $167K | 0.5% | |
| DFA International Government Fixed Income Fund Institutional Class | Mutual Funds | — | $14K | $147K | 0.4% | |
| DFA International Small Company Portfolio Class I | Mutual Funds | — | $8K | $146K | 0.4% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | $8K | $142K | 0.4% | |
| maturities through 2028 | Other securities | — | — | $130K | 0.4% | |
| Nuveen Large Cap Responsible Equity Fund Class R6 | Mutual Funds | — | $4K | $116K | 0.3% | |
| Vanguard Real Estate Index Fund Admiral Shares 654 | Common Collective Trusts | — | — | $83K | 0.2% | |
| Vanguard Small Cap Value Index Fund Admiral Shares 797 | Common Collective Trusts | — | — | $68K | 0.2% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | $3K | $33K | <0.1% | |
| Federated MDT Mid Cap Growth Fund Class R6 586 | Other securities | — | — | $31K | <0.1% | |
| AB Global Bond Fund Class Z | Other securities | — | $2K | $12K | <0.1% | |
| Vanguard Target Retirement 2020 Fund 238 | Mutual Funds | — | — | $6K | <0.1% | |
| Columbia Select Mid Cap Value Fund Class I3 366 | Other securities | — | — | $5K | <0.1% | |
| BlackRock High Yield Portfolio Class K 189 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
