Joanne Paladino signed Mandelbaum Barrett, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mandelbaum Barrett, PC's EIN is 22-1981178.
Download the official 2024 Form 5500 (PDF) for Mandelbaum Barrett, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mandelbaum Barrett, PC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FI401K ADVISORS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $4.2M | 12.2% | |
| Nuveen Lifecycle Growth Index R6 | Mutual Funds | — | — | $4.0M | 11.5% | |
| Nuveen Lifeycle Index 2030 R6 | Mutual Funds | — | — | $3.6M | 10.4% | |
| Nuveen Lifecycle Index 2040 R6 | Mutual Funds | — | — | $2.1M | 6.2% | |
| Vanguard Value Index Fund | Common Collective Trusts | — | — | $1.8M | 5.3% | |
| Nuveen Lifecycle Index 2045 R6 | Mutual Funds | — | — | $1.7M | 5.0% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $1.5M | 4.3% | |
| Nuveen Lifecycle Index 2035 R6 | Mutual Funds | — | — | $1.2M | 3.3% | |
| FID Diversified Intl K | Mutual Funds | — | — | $1.0M | 2.9% | |
| Franklin Small Mid Cap GR R6 | Mutual Funds | — | — | $1.0M | 2.9% | |
| Vanguard Intermediate Term Bond Index Fund | Common Collective Trusts | — | — | $1.0M | 2.9% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $945K | 2.7% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $904K | 2.6% | |
| Nuveen Lifecycle Index 2020 R6 | Mutual Funds | — | — | $873K | 2.5% | |
| Nuveen Lifecycle IDC Ret Inc R6 | Mutual Funds | — | — | $803K | 2.3% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $730K | 2.1% | |
| Vanguard Short Term Corporate Bond Index Fd | Mutual Funds | — | — | $628K | 1.8% | |
| GALLIARD STABLE RETURN FUND M GALLIARD CAPITAL MANAGEMENT · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $574K | 1.7% | |
| Nuveen Lifecycle Index Fund 2050 R6 | Common Collective Trusts | — | — | $533K | 1.5% | |
| Nuveen Lifecycle Index 2025 R6 | Mutual Funds | — | — | $511K | 1.5% | |
| DFA Emerging Markets Port Ins | Mutual Funds | — | — | $452K | 1.3% | |
| DFA Inflation Protected Securities Portfolio | Mutual Funds | — | — | $450K | 1.3% | |
| Nuveen Lifecycle 2060 R6 | Mutual Funds | — | — | $370K | 1.1% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $360K | 1.0% | |
| Nuveen Lifecycle Index 2055 R6 | Mutual Funds | — | — | $322K | 0.9% | |
| AMANA Growth Fund | Other securities | — | — | $315K | 0.9% | |
| Vanguard High Yield Corporate Fund | Mutual Funds | — | — | $305K | 0.9% | |
| Vanguard Explorer Fund - Admiral Class | Mutual Funds | — | — | $266K | 0.8% | |
| Fidelity Multi-Asset Index | Mutual Funds | — | — | $258K | 0.7% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $257K | 0.7% | |
| Vanguard Long Term Investment Grade Fund | Mutual Funds | — | — | $193K | 0.6% | |
| Participant notes receivable | Other securities | — | — | $188K | 0.5% | |
| Vanguard Total International Bond Index Fund | Common Collective Trusts | — | — | $171K | 0.5% | |
| Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $152K | 0.4% | |
| AMANA Income Fund | Other securities | — | — | $84K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 38-3921891 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $4K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES, LLC | 13-4023176 | — | INVESTMENT / FINANCIAL AD | $62K | — |
