Edgar Romano signed Pasternack Tilker Ziegler Walsh Stanton & Romano LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pasternack Tilker Ziegler Walsh Stanton & Romano LLP's EIN is 27-2901122.
Download the official 2024 Form 5500 (PDF) for Pasternack Tilker Ziegler Walsh Stanton & Romano LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pasternack Tilker Ziegler Walsh Stanton & Romano LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | INVESTMENTS RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NEWORK | — | WALTHAM, MA | BROKER | $27K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FLEXPATH INDEX MOD RETMNT FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $2.3M | 17.8% | |
| flexPATH Index Moderate 2035 Fund Class R1 Collective Investment Trusts | Common Collective Trusts | — | — | $1.4M | 10.6% | |
| FLEX FOCUS CONSERVATV 2035 FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $1.4M | 10.6% | |
| Vanguard Total Bond Market Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $1.2M | 9.1% | |
| FLEXPATH INDEX MOD 2045 FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $992K | 7.8% | |
| Vanguard Equity-Income Fund Admiral Shares Mutual Funds | Mutual Funds | — | — | $979K | 7.7% | |
| AB Large Cap Growth Advisor Fund Mutual Funds | Other securities | — | — | $798K | 6.3% | |
| Vanguard 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $692K | 5.5% | |
| Vanguard International Value Fund Investor Shares Mutual Funds | Mutual Funds | — | — | $448K | 3.5% | |
| FLEXPATH INDEX MOD 2055 FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $359K | 2.8% | |
| FLEX FOCUS AGGRESSIVE 2035 FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $326K | 2.6% | |
| ISA Citizens BK PA Interest-Bearing Cash | Cash / Money Market | — | — | $299K | 2.4% | |
| MFS International Growth Fund Class R6 Mutual Funds | Mutual Funds | — | — | $298K | 2.3% | |
| Vanguard Growth Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $296K | 2.3% | |
| FLEX FOCUS CONSERVATV 2035 FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $264K | 2.1% | |
| FLEX FOCUS AGGRESSIVE 2055 FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $244K | 1.9% | |
| DFA Intermediate Govt Fixed-Income Mutual Funds | Mutual Funds | — | — | $222K | 1.8% | |
| American Funds New Perspective Fund Mutual Funds | Mutual Funds | — | — | $183K | 1.4% | |
| Carillon Eagle Mid Cap Growth Fund Class A Mutual Funds | Other securities | — | — | $174K | 1.4% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $167K | 1.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $119K | 0.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $119K | 0.9% | |
| Vanguard Total Intl Stock Index Admiral Mutual Funds | Mutual Funds | — | — | $109K | 0.9% | |
| AB Small Cap Growth Advisor Fund Mutual Funds | Other securities | — | — | $102K | 0.8% | |
| Vanguard Small Cap Value Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $76K | 0.6% | |
| Allspring Special Small Cap Value Inst Mutual Funds | Other securities | — | — | $73K | 0.6% | |
| Fidelity Inflation-Prot Bd Index Fund Mutual Funds | Common Collective Trusts | — | — | $67K | 0.5% | |
| FLEXPATH INDEX MOD 2065 FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $35K | 0.3% | |
| Flex Focus Aggressive Retirement Fund Class R1 Collective Investment Trusts | Common Collective Trusts | — | — | $33K | 0.3% | |
| FLXFOCOCS AGGR RTRMT R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $33K | 0.3% | |
| FLEX FOCUS AGGRESSIVE 2065 FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $12K | <0.1% | |
| Vanguard Value Index Fund Admiral Shares Mutual Funds | Common Collective Trusts | — | — | $7K | <0.1% | |
| FLEX FOCUS AGGRESSIVE 2045 FD CL R1 NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 000 | Common Collective Trust | — | — | $5K | <0.1% | |
| Federated Hermes Government Obligations Premier Fund Mutual Funds | Other securities | — | — | $4K | <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 |
|---|---|---|---|---|---|
| PLANNED FINANCIAL PROGRAMS CO | 22-1914735 | — | THIRD PARTY ADMINISTRAT | $2K | — |
