Barasch & McGarry, PC DBA Barasch McGarry Salzman & Penson's EIN is 13-3806401.
Download the official 2024 Form 5500 (PDF) for Barasch & McGarry, PC DBA Barasch McGarry Salzman & Penson from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barasch & McGarry, PC DBA Barasch McGarry Salzman & Penson'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 |
|---|---|---|---|---|---|
| PCS RETIREMENT | 23-3038464 | — | CONTRACT ADMINISTRATOR | $81K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Growth ETF " | Mutual Funds | — | — | $2.7M | 14.0% | |
| iShares Russell 1000 Value " | Common Collective Trusts | — | — | $1.8M | 9.6% | |
| DFA Large Cap International I " | Mutual Funds | — | — | $1.6M | 8.0% | |
| DFA US Large Cap Value I " | Mutual Funds | — | — | $1.3M | 6.6% | |
| DFA Intermediate Government Fixed Income I " | Mutual Funds | — | — | $1.2M | 6.3% | |
| iShares Exponential Technologies " | Other securities | — | — | $1.1M | 5.9% | |
| DFA US Small Cap I " | Mutual Funds | — | — | $1.0M | 5.4% | |
| DFA Short Term Extended Quality I " | Mutual Funds | — | — | $826K | 4.3% | |
| iShares iBoxx $ Investment Grade Corp Bond " | Common Stocks | — | — | $790K | 4.1% | |
| SPDR Portfolio Mortgage Backed Bond " | Other securities | — | — | $748K | 3.9% | |
| DFA Emerging Markets Core Equity I Mutual fund | Mutual Funds | — | — | $741K | 3.8% | |
| iShares Core S&P Mid-Cap " | Other securities | — | — | $697K | 3.6% | |
| DFA Five-Year Global Fixed Income I " | Mutual Funds | — | — | $571K | 3.0% | |
| DFA International Value I " | Mutual Funds | — | — | $561K | 2.9% | |
| SPDR S&P Kensho New Economics Comps " | Other securities | — | — | $487K | 2.5% | |
| Vanguard Real Estate ETF " | Mutual Funds | — | — | $461K | 2.4% | |
| Modern Bank Deposit Account Interest bearing cash | Cash / Money Market | — | — | $349K | 1.8% | |
| SPDR S&P North American Natural Resource " | Other securities | — | — | $320K | 1.7% | |
| DFA International Small Cap Value I " | Mutual Funds | — | — | $73K | 0.4% | |
| Participant Loans (8.25%-10.50%) - | Bonds / Notes | — | — | $56K | 0.3% | |
| DFA Two-Year Global Fixed Income I " | Mutual Funds | — | — | $48K | 0.2% | |
| Invesco S&P 500 High Dividend Low Volume Exchange traded fund | Common Collective Trusts | — | — | $33K | 0.2% | |
| iShares MSCI EAFE Min Volume Factor " | Other securities | — | — | $30K | 0.2% | |
| Legg Mason Low Volatility High Dividend " | Other securities | — | — | $27K | 0.1% | |
| Vanguard FTSE Emerging Markets " | Mutual Funds | — | — | $13K | <0.1% | |
| Vanguard Short Term Treasury " ** 216 Vanguard Ultra Short Term Bond " | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
