Silvercrest Asset Management Group LLC's EIN is 13-4194623.
Download the official 2024 Form 5500 (PDF) for Silvercrest Asset Management Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Silvercrest Asset Management Group LLC'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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $13.9M | 22.9% | |
| Primecap Odyssey Aggressive Growth | Mutual Funds | — | — | $6.2M | 10.2% | |
| Vanguard Primecap Core Fund | Mutual Funds | — | — | $5.1M | 8.4% | |
| Institutional Edgewood Growth Institutional | Other securities | — | — | $4.6M | 7.6% | |
| Natixis Funds Trust I Vaughan Nelson Small | Other securities | — | — | $4.4M | 7.2% | |
| Schwab Retirement Government Money | Mutual Funds | — | — | $4.3M | 7.2% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $4.1M | 6.8% | |
| Artisan International Value Institutional | Other securities | — | — | $2.9M | 4.7% | |
| MFS Value Fund Class A | Mutual Funds | — | — | $2.1M | 3.5% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $2.0M | 3.4% | |
| WCM Focused International Growth | Other securities | — | — | $1.6M | 2.6% | |
| Vanguard Small-Cap Index Funds | Common Collective Trusts | — | — | $1.3M | 2.1% | |
| Invesco Oppenheimer Developed Markets | Mutual Funds | — | — | $1.0M | 1.7% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.0M | 1.7% | |
| Columbia Dividend Income Fund | Other securities | — | — | $878K | 1.4% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $866K | 1.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $810K | 1.3% | |
| Vanguard Intermediate- Term Treasury | Mutual Funds | — | — | $761K | 1.3% | |
| Oakmark Equity & Income Fund | Other securities | — | — | $666K | 1.1% | |
| Vanguard Global Equity Fund Investor | Mutual Funds | — | — | $594K | 1.0% | |
| Cap Neuberger Berman High Income Bond | Other securities | — | — | $430K | 0.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $254K | 0.4% | |
| Plan Participants Notes receivables from participants (interest $ - | Other securities | — | — | $200K | 0.3% | |
| Muzinich Credit Opportunity Fund | Other securities | — | — | $185K | 0.3% | |
| Vanguard Short-Term Bond Index | Mutual Funds | — | — | $147K | 0.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $78K | 0.1% | |
| Fund CASH | Cash / Money Market | — | — | $59K | <0.1% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $31K | <0.1% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
