Barbara A. Nowakowski signed Lipsitz Green Scime Cambria, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lipsitz Green Scime Cambria, LLP's EIN is 16-0905097.
Download the official 2024 Form 5500 (PDF) for Lipsitz Green Scime Cambria, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Lipsitz Green Scime Cambria, LLP'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $15K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARBOR CAPITAL MANAGEMENT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID LARGE CAP GROWTH INDEX | Registered Investment Companies | — | — | $13.4M | 16.5% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $8.1M | 10.0% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $7.6M | 9.3% | |
| AMERICAN FUNDS WAMU - R6 | Registered Investment Companies | — | — | $7.3M | 9.0% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $6.3M | 7.8% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $6.0M | 7.3% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $5.3M | 6.5% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $4.4M | 5.4% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $4.2M | 5.2% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $3.7M | 4.5% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $2.5M | 3.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1.8M | 2.2% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $1.4M | 1.7% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 1.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.3M | 1.6% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $1.3M | 1.6% | |
| FID ADV FLOAT RT HI INC Z | Registered Investment Companies | — | — | $1.2M | 1.5% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $903K | 1.1% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $626K | 0.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $535K | 0.7% | |
| PARAMETRIC COMMODITY STRAT I | Registered Investment Companies | — | — | $398K | 0.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $324K | 0.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $78K | <0.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $22K | <0.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $19K | <0.1% | |
| VANG HI YLD CORP ADM | Registered Investment Companies | — | — | $15K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $14K | <0.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | <0.1% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 16-1468977 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $17K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FL PUTNAM | 01-0403396 | — | INVESTMENT/FINANCIAL ADVI | $17K | — |
