Josephson-Wallack-Munshower Neurology, P.C.'s EIN is 35-1898297.
Download the official 2023 Form 5500 (PDF) for Josephson-Wallack-Munshower Neurology, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Josephson-Wallack-Munshower Neurology, P.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | — | CINCINNATI, OH | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OXFORD FINANCIAL GROUP, LTD | 35-1588335 | — | NONE | $82K | — |
| NYHART | 35-0966414 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed accounts | Self-Directed Brokerage | — | — | $20.4M | 43.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.6M | 9.8% | |
| T Rowe Price Retire 2050 Retire Fund | Mutual Funds | — | — | $2.8M | 6.0% | |
| T Rowe Price Ret 2040 Retire Fund | Mutual Funds | — | — | $2.2M | 4.6% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $2.1M | 4.5% | |
| Fidelity Treasury Only Money Market Fd | Mutual Funds | — | — | $1.8M | 3.9% | |
| Wasatch Core Growth Institutional | Other securities | — | — | $1.7M | 3.7% | |
| JPMorgan Mid-Cap Value Fund Select Cl | Other securities | — | — | $1.4M | 2.9% | |
| Oakmark International | Other securities | — | — | $1.1M | 2.3% | |
| T Rowe Price 2020 Retire Fund | Mutual Funds | — | — | $1.1M | 2.2% | |
| American Funds American Balanced R4 | Mutual Funds | — | — | $993K | 2.1% | |
| T Rowe Price Ret 2030 Retire Fund | Mutual Funds | — | — | $841K | 1.8% | |
| William Blair Int'l Growth Class N | Other securities | — | — | $826K | 1.8% | |
| Metropolitan West Tot Return Bond | Other securities | — | — | $785K | 1.7% | |
| T Rowe Price 2010 Retire Fund | Mutual Funds | — | — | $647K | 1.4% | |
| Virtus Seix High Yield Fund CI A | Other securities | — | — | $426K | 0.9% | |
| JPMorgan Large Cap Growth FD Cl R4 | Other securities | — | — | $403K | 0.9% | |
| Vanguard Inflation Protected Secs ADM Cl | Mutual Funds | — | — | $394K | 0.8% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $327K | 0.7% | |
| Participant Loans | Participant loans | — | — | $205K | 0.4% | |
| T Rowe Price Retire 2060 Retire Fund | Mutual Funds | — | — | $157K | 0.3% | |
| T Rowe Price Ret 2035 Retire Fund | Mutual Funds | — | — | $136K | 0.3% | |
| Principal Diversif Real Asset I Share | Other securities | — | — | $98K | 0.2% | |
| Virtus Duff & Phelps RL Estate Secs A | Other securities | — | — | $88K | 0.2% | |
| T Rowe Price Retirement Income Bal | Mutual Funds | — | — | $58K | 0.1% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $42K | <0.1% | |
| Vanguard FTSE Social IDX FD Shares | Common Collective Trusts | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
| — |
