Daniel Fiorentino signed Wilkin & Guttenplan, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wilkin & Guttenplan, P.C.'s EIN is 22-2612018.
Download the official 2024 Form 5500 (PDF) for Wilkin & Guttenplan, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wilkin & Guttenplan, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $58K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $5.4M | 15.0% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $4.8M | 13.2% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $2.9M | 8.1% | |
| Vanguard Information Technology Index Fund | Common Collective Trusts | — | — | $2.5M | 6.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $2.0M | 5.4% | |
| Columbia Dividend Income Fund | Other securities | — | — | $2.0M | 5.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.7M | 4.7% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $1.4M | 4.0% | |
| JPMorgan U.S. Research Enhanced Equity Fund | Other securities | — | — | $1.4M | 3.8% | |
| Harbor Capital Appreciation Fund | Other securities | — | — | $993K | 2.7% | |
| American Century Focused Global Growth Fund | Other securities | — | — | $991K | 2.7% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $979K | 2.7% | |
| Vanguard Mid-Cap Value Index Fund | Common Collective Trusts | — | — | $808K | 2.2% | |
| Vanguard Mid-Cap Growth Index Fund | Common Collective Trusts | — | — | $787K | 2.2% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $641K | 1.8% | |
| T. Rowe Price Health Sciences Fund | Other securities | — | — | $617K | 1.7% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $612K | 1.7% | |
| Vanguard Target Retirement 2070 Fund 636 Vanguard International Growth Fund | Mutual Funds | — | — | $587K | 1.6% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $537K | 1.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $499K | 1.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $474K | 1.3% | |
| Fidelity Value Fund - Class K | Mutual Funds | — | — | $434K | 1.2% | |
| Vanguard Intermediate-Term Treasury Fund | Mutual Funds | — | — | $421K | 1.2% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | — | $323K | 0.9% | |
| Franklin Mutual International Value Fund | Mutual Funds | — | — | $267K | 0.7% | |
| Stable Value Fund Lincoln Stable Value Fund | Stable Value | — | — | $264K | 0.7% | |
| s, Cont'd Vanguard Energy Index Fund | Mutual Funds | — | — | $258K | 0.7% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $235K | 0.6% | |
| AMG TimesSquare Mid Cap Growth Fund | Other securities | — | — | $220K | 0.6% | |
| John Hancock Bond Fund Class R6 | Other securities | — | — | $148K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $115K | 0.3% | |
| Invesco Small Cap Value Fund Class R6 | Mutual Funds | — | — | $114K | 0.3% | |
| Notes Receivable from Participants * Maturity dates through January 2029, with interest from 4.25% to 9.00% | Bonds / Notes | — | — | $72K | 0.2% | |
| DFA Emerging Markets Value Portfolio Institutional Class | Mutual Funds | — | — | $67K | 0.2% | |
| American Funds Inflation-Linked Bond Fund | Mutual Funds | — | — | $59K | 0.2% | |
| MFS Blended Research Mid-Cap Equity Fund Class R6 | Mutual Funds | — | — | $54K | 0.1% | |
| Invesco Gold & Special Minerals Fund | Mutual Funds | — | — | $17K | <0.1% | |
| T. Rowe Price Emerging Markets Corporate Bond Fund | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
