YALI Margalit signed Creative Artists Agency, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Creative Artists Agency, LLC's EIN is 33-0675903.
Download the official 2024 Form 5500 (PDF) for Creative Artists Agency, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Creative Artists Agency, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $173K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $51.6M | 11.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $46.4M | 10.6% | |
| Vanguard Inst Index Fd Inst'l Registered Investment Company | Mutual Funds | — | $31.9M | $44.3M | 10.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $39.7M | 9.1% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $39.0M | 8.9% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $33.8M | 7.7% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $31.3M | 7.2% | |
| T. Rowe Price Growth Stock Fund Mutual Fund | Other securities | — | — | $24.4M | 5.6% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $13.3M | 3.0% | |
| American Beacon Large Cap Value Fund Mutual Fund | Other securities | — | — | $12.3M | 2.8% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $11.0M | 2.5% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $9.7M | 2.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $8.8M | 2.0% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $8.5M | 1.9% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $8.2M | 1.9% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $7.6M | 1.7% | |
| Fidelity International Indx Fd Registered Investment Company | Mutual Funds | — | $7.0M | $7.3M | 1.7% | |
| DFA U.S. Small Cap Fund Mutual Fund | Mutual Funds | — | — | $7.1M | 1.6% | |
| Vanguard ST Inf Pro Sec Adm Registered Investment Company | Mutual Funds | — | $4.1M | $4.1M | 0.9% | |
| DFA US Sustain Core 1 Por Registered Investment Company | Mutual Funds | — | $3.0M | $3.8M | 0.9% | |
| DFA U.S. Targeted Value Fund Mutual Fund | Mutual Funds | — | — | $3.6M | 0.8% | |
| Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.6M | 0.8% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $3.6M | 0.8% | |
| DFA Emerging Markets Core Equity Fund Mutual Fund | Mutual Funds | — | — | $3.0M | 0.7% | |
| Vanguard Cash Res Fed MM Adm Registered Investment Company | Mutual Funds | — | $2.9M | $2.9M | 0.7% | |
| DFA International ValPort Registered Investment Company | Mutual Funds | — | $2.2M | $2.4M | 0.6% | |
| Self-Directed Brokerage Accounts Various | Self-Directed Brokerage | — | — | $2.3M | 0.5% | |
| Loan Fund 5.25% - 10.5% | Bonds / Notes | — | $1.3M | $1.3M | 0.3% | |
| DFA Intl Small Company Registered Investment Company | Mutual Funds | — | $731K | $751K | 0.2% | |
| DFA Intl Sustain Core 1 Registered Investment Company | Mutual Funds | — | $652K | $686K | 0.2% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | Mutual Funds | — | — | $205K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
