Brian Murphy signed LAZ KARP Associates, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
LAZ KARP Associates, LLC's EIN is 26-1164708.
Download the official 2024 Form 5500 (PDF) for LAZ KARP Associates, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)LAZ KARP Associates, LLC'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 | $111K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC | 41-1416330 | — | INVESTMENT/FINANCIAL ADVI |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $11.2M | 12.3% | |
| TRP RETIREMENT 2030 I | Registered Investment Companies | — | — | $6.9M | 7.6% | |
| TRP RETIREMENT 2035 I | Registered Investment Companies | — | — | $6.1M | 6.7% | |
| TRP RETIREMENT 2050 I | Registered Investment Companies | — | — | $5.9M | 6.5% | |
| TRP RETIREMENT 2040 I | Registered Investment Companies | — | — | $4.6M | 5.1% | |
| TRP RETIREMENT 2055 I | Registered Investment Companies | — | — | $4.3M | 4.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $4.3M | 4.7% | |
| TRP RETIREMENT 2045 I | Registered Investment Companies | — | — | $4.1M | 4.5% | |
| COLUMBIA CONTRARIAN CORE - I3 | Registered Investment Companies | — | — | $3.6M | 4.0% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $3.6M | 4.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $3.4M | 3.7% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $3.1M | 3.4% | |
| DIAMOND HILL LARGE CAP FUND Y | Registered Investment Companies | — | — | $2.7M | 3.0% | |
| TRP RETIREMENT 2025 I | Registered Investment Companies | — | — | $2.6M | 2.8% | |
| TRP RETIREMENT 2060 I | Registered Investment Companies | — | — | $2.5M | 2.8% | |
| MFS GLOBAL EQUITY FUND R6 | Registered Investment Companies | — | — | $2.4M | 2.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.4M | 2.6% | |
| TRP RETIREMENT 2020 I | Registered Investment Companies | — | — | $2.3M | 2.6% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $2.1M | 2.3% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $1.8M | 2.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $1.8M | 1.9% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $1.6M | 1.8% | |
| TRP RETIREMENT BALANCED I | Registered Investment Companies | — | — | $1.6M | 1.8% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $1.4M | 1.5% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $722K | 0.8% | |
| TRP RETIREMENT 2015 I | Registered Investment Companies | — | — | $657K | 0.7% | |
| VANGUARD SHRT TERM FED-ADMIRAL | Registered Investment Companies | — | — | $502K | 0.6% | |
| TRP RETIREMENT 2065 I | Registered Investment Companies | — | — | $321K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $106K |
| — |
