John Morina signed Margolis Edelstein's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Margolis Edelstein's EIN is 23-2049922.
Download the official 2024 Form 5500 (PDF) for Margolis Edelstein from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Margolis Edelstein's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $53K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MainStay Winslow Registered Investment Company | Common Stocks | — | — | $9.0M | 15.0% | |
| Columbia Registered Investment Company | Common Stocks | — | — | $6.0M | 10.0% | |
| Vanguard Registered Investment Company | Mutual Funds | — | — | $6.0M | 10.0% | |
| Vanguard Registered Investment Company | Mutual Funds | — | — | $5.7M | 9.5% | |
| JPMorgan Registered Investment Company | Common Stocks | — | — | $5.2M | 8.7% | |
| Vanguard Registered Investment Company | Mutual Funds | — | — | $5.0M | 8.3% | |
| Fidelity Registered Investment Company | Mutual Funds | — | — | $3.9M | 6.5% | |
| Vanguard Interest-bearing Cash | Mutual Funds | — | — | $3.4M | 5.7% | |
| Vanguard Registered Investment Company | Mutual Funds | — | — | $2.2M | 3.6% | |
| Fidelity Registered Investment Company | Mutual Funds | — | — | $1.9M | 3.2% | |
| MFS Registered Investment Company | Mutual Funds | — | — | $1.6M | 2.7% | |
| Janus Henderson Registered Investment Company | Mutual Funds | — | — | $1.4M | 2.4% | |
| Fidelity Registered Investment Company | Mutual Funds | — | — | $1.3M | 2.2% | |
| Janus Henderson Registered Investment Company | Mutual Funds | — | — | $1.1M | 1.8% | |
| Federated Hermes Registered Investment Company | Common Stocks | — | — | $727K | 1.2% | |
| American Century Registered Investment Company | Common Stocks | — | — | $695K | 1.2% | |
| Vanguard Registered Investment Company | Mutual Funds | — | — | $513K | 0.9% | |
| Vanguard Registered Investment Company | Mutual Funds | — | — | $466K | 0.8% | |
| Federated Investors Trust Company Common/Collective Trusts | Common Collective Trusts | — | — | $361K | 0.6% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $361K | 0.6% | |
| First Eagle Registered Investment Company | Common Stocks | — | — | $342K | 0.6% | |
| American Century Registered Investment Company | Common Stocks | — | — | $337K | 0.6% | |
| JPMorgan Registered Investment Company | Common Stocks | — | — | $305K | 0.5% | |
| Vanguard Registered Investment Company | Mutual Funds | — | — | $299K | 0.5% | |
| Fidelity Registered Investment Company | Mutual Funds | — | — | $228K | 0.4% | |
| Participant Loans Interest rates ranging from 4.25% to 9.50%; with various maturities - | Bonds / Notes | — | — | $208K | 0.3% | |
| Fidelity BrokerageLink Registered Investment Company | Mutual Funds | — | — | $166K | 0.3% | |
| Fidelity Registered Investment Company | Mutual Funds | — | — | $69K | 0.1% | |
| Fidelity BrokerageLink Non-Emp Corp Stock (Common) | Mutual Funds | — | — | $26K | <0.1% | |
| Fidelity BrokerageLink Interest-bearing Cash | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLOY, SILVERSTEIN, SHAPIRO, ADAMS | 22-1942902 | — | ACCOUNTANT/AUDITOR | $25K | — |
