Anthony Pascucci signed Arora and Associates, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Arora and Associates, P.C.'s EIN is 22-2350558.
Download the official 2024 Form 5500 (PDF) for Arora and Associates, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Arora and Associates, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $75K | — |
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STAMBAUGH NESS |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $8.2M | $8.2M | 21.0% | |
| JP MORGAN LARGE CAP GROWTH R6 MUTUAL FUNDS | Other securities | — | $4.9M | $4.9M | 12.7% | |
| GALLIARD STABLE RETURN FND CL C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | $4.1M | $4.1M | 10.7% | |
| AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $3.3M | $3.2M | 8.2% | |
| AMERICAN FUNDS 2040 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $2.0M | $1.9M | 5.0% | |
| VANGUARD SMALL CAP INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $1.8M | $1.8M | 4.5% | |
| PUTNAM LARGE CAP VALUE FUND R6 MUTUAL FUNDS | Mutual Funds | — | $1.9M | $1.7M | 4.5% | |
| AMERICAN FUNDS 2045 TARGET R6 MUTUAL FUNDS 137 AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $1.6M | $1.6M | 4.0% | |
| AMERICAN NEW PERSPECTIVE MUTUAL FUNDS | Other securities | — | $1.6M | $1.5M | 3.9% | |
| CLEARBRIDGE SELECT FUND MUTUAL FUNDS | Other securities | — | $1.4M | $1.4M | 3.6% | |
| MFS INTERNATIONAL GROWTH R6 MUTUAL FUNDS | Mutual Funds | — | $1.4M | $1.3M | 3.4% | |
| VANGUARD MID CAP INDEX FUND MUTUAL FUNDS | Common Collective Trusts | — | $990K | $952K | 2.5% | |
| AMERICAN FUNDS 2020 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $962K | $911K | 2.3% | |
| GUGGENHEIM TOTAL RTRN CL R6 MUTUAL FUNDS | Other securities | — | $851K | $845K | 2.2% | |
| VANGUARD WELLINGTON FUND MUTUAL FUNDS | Mutual Funds | — | $752K | $693K | 1.8% | |
| VANGUARD TRGT INCOME RETRMNT MUTUAL FUNDS | Mutual Funds | — | $596K | $572K | 1.5% | |
| MACQUARIE SMALL CAP VAL FD R6 MUTUAL FUNDS | Other securities | — | $616K | $531K | 1.4% | |
| AMERICAN FUNDS 2060 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $515K | $498K | 1.3% | |
| PIMCO REAL RETURN FD CL INST MUTUAL FUNDS | Mutual Funds | — | $448K | $444K | 1.1% | |
| VICTORY SYCAMORE ESTABLISHD R6 MUTUAL FUNDS | Other securities | — | $360K | $318K | 0.8% | |
| LOAN FUND LOANS | Other securities | — | $150K | $150K | 0.4% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $111K | $111K | 0.3% | |
| AMERICAN FUNDS 2065 TARGET R6 MUTUAL FUNDS | Mutual Funds | — | $46K | $44K | 0.1% | |
| METLIFE STABLE VALUE IV J GREAT GRAY TRUST · EIN 38-7312987 / PN 001 | Common Collective Trust | — | $18K | $18K | <0.1% | |
| MFS INTERNATIONAL EQUITY CL R6 MUTUAL FUNDS | Mutual Funds | — | $8K | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 23-2846715 |
| — |
| ACCOUNTANT |
| $14K |
| — |
