BETH Weiner signed MARC Glassman, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MARC Glassman, Inc.'s EIN is 34-1259106.
Download the official 2024 Form 5500 (PDF) for MARC Glassman, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MARC Glassman, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHLAND CONSULTING ASSOCIATES, INC | 34-1753575 | — | CONSULTANT | $38K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge and Cox FundsRegistered Investment CompanyDodge & Cox Stock I Fund | Mutual Funds | — | $0 | $4.3M | 13.5% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2040 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $3.1M | 9.7% | |
| MainStay FundsRegistered Investment CompanyNYLI Winslow Lg Cap Gr R1 | Other securities | — | $0 | $2.8M | 9.0% | |
| PRIN LGCAP S&P 500 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $2.4M | 7.6% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2060 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $2.3M | 7.4% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2045 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $2.2M | 7.0% | |
| GALLIARD STABLE RETURN PN25 SEI TRUST COMPANY · EIN 80-6052574 / PN 001 | Common Collective Trust | — | $0 | $2.0M | 6.3% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2055 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $1.8M | 5.8% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2065 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $1.4M | 4.4% | |
| Dodge and Cox FundsRegistered Investment CompanyDodge & Cox Income I Fund | Mutual Funds | — | $0 | $1.3M | 4.1% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2050 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $1.2M | 3.8% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2035 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $1.1M | 3.5% | |
| Participant Loans | Participant loans | — | $0 | $862K | 2.7% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2020 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $827K | 2.6% | |
| William Blair & CompanyRegistered Investment CompanyWilliam Blair Sm Cp Val I Fd | Other securities | — | $0 | $747K | 2.4% | |
| PIMCO FundsRegistered Investment CompanyPIMCO Income Admin Fund | Mutual Funds | — | $0 | $609K | 1.9% | |
| PRIN SMCAP S&P 600 INDEX SA-I3 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $609K | 1.9% | |
| PIMCO FundsRegistered Investment CompanyPIMCO Real Return Admin Fund | Mutual Funds | — | $0 | $541K | 1.7% | |
| William Blair & CompanyRegistered Investment CompanyWilliam Blair SM Cap Gr FD I | Other securities | — | $0 | $484K | 1.5% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2025 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $423K | 1.3% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2030 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $388K | 1.2% | |
| T. Rowe Price FundsRegistered Investment CompanyT Rowe Price Intl Eq Idx Fund | Common Collective Trusts | — | $0 | $340K | 1.1% | |
| Vanguard GroupRegistered Investment CompanyVanguard Intl Value Inv Fund | Mutual Funds | — | $0 | $136K | 0.4% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2015 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $84K | 0.3% | |
| Principal Life Insurance CompanyPooled Separate AccountsPrin SmCap S&P 600 Index SA-I3 | Pooled Separate Accounts | — | $0 | $83K | 0.3% | |
| The American FundsRegistered Investment CompanyAm Fds EuroPacific Grth R4 Fd | Mutual Funds | — | $0 | $83K | 0.3% | |
| American Funds Service CompanyRegistered Investment CompanyAm Fds 2010 Trgt Dte Rtm R4 Fd | Mutual Funds | — | $0 | $55K | 0.2% |
