Madar Laffir signed SHEN Milsom & Wilke LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SHEN Milsom & Wilke LLC's EIN is 26-3758621.
Download the official 2024 Form 5500 (PDF) for SHEN Milsom & Wilke LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SHEN Milsom & Wilke LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, 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 |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $100K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price | Other securities | — | — | $4.5M | 19.7% | |
| Mutual of America | Other securities | — | — | $2.6M | 11.4% | |
| Dodge & Cox | Mutual Funds | — | — | $2.2M | 9.6% | |
| Calvert | Other securities | — | — | $2.1M | 9.1% | |
| Vanguard | Mutual Funds | — | — | $1.7M | 7.6% | |
| Mutual of America | Other securities | — | — | $1.3M | 5.7% | |
| Mutual of America | Other securities | — | — | $1.3M | 5.5% | |
| BlackRock | Other securities | — | — | $1.1M | 4.9% | |
| MFS | Mutual Funds | — | — | $927K | 4.1% | |
| Mutual of America | Other securities | — | — | $695K | 3.0% | |
| American Funds | Mutual Funds | — | — | $565K | 2.5% | |
| Mutual of America | Other securities | — | — | $502K | 2.2% | |
| Mutual of America | Other securities | — | — | $498K | 2.2% | |
| Vanguard | Mutual Funds | — | — | $452K | 2.0% | |
| Mutual of America | Other securities | — | — | $326K | 1.4% | |
| Vanguard | Mutual Funds | — | — | $316K | 1.4% | |
| Mutual of America | Other securities | — | — | $248K | 1.1% | |
| Mutual of America | Other securities | — | — | $213K | 0.9% | |
| Vanguard | Mutual Funds | — | — | $192K | 0.8% | |
| Mutual of America | Other securities | — | — | $188K | 0.8% | |
| Vanguard | Mutual Funds | — | — | $182K | 0.8% | |
| Mutual of America | Other securities | — | — | $167K | 0.7% | |
| Notes receivable from participants | Other securities | — | — | $156K | 0.7% | |
| Macquerie | Other securities | — | — | $121K | 0.5% | |
| Mutual of America | Other securities | — | — | $114K | 0.5% | |
| Mutual of America | Other securities | — | — | $106K | 0.5% | |
| Mutual of America | Other securities | — | — | $58K | 0.3% | |
| Invesco | Mutual Funds | — | — | $29K | 0.1% | |
| Mutual of America | Other securities | — | — | $26K | 0.1% | |
| Calvert | Other securities | — | — | $19K | <0.1% | |
| American Century | Other securities | — | — | $153 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
