Barbara Javorcic signed Marshall, Gerstein & Borun LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marshall, Gerstein & Borun LLP's EIN is 36-2353598.
Download the official 2024 Form 5500 (PDF) for Marshall, Gerstein & Borun LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marshall, Gerstein & Borun LLP's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, profit-sharing, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $45K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CIBC PRIVATE WEALTH ADVISERS INC | 20-0822261 | — | OTHER SERVICES | $21K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS RETIREMENT PLAN | 35-2467663 | — | ADVISOR | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Spartan 500 Index | Common Collective Trusts | — | — | $36.0M | 22.5% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $14.0M | 8.7% | |
| Various Self-directed brokerage account investments | Self-Directed Brokerage | — | — | $11.4M | 7.1% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $9.7M | 6.1% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $8.8M | 5.5% | |
| BlackRock LifePath Index Retirement K | Other securities | — | — | $8.3M | 5.2% | |
| Galliard Capital Management Galliard Stable Value Fund | Stable Value | — | — | $7.4M | 4.6% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $7.4M | 4.6% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $7.3M | 4.5% | |
| Vanguard Total Stock Market Index | Common Collective Trusts | — | — | $6.7M | 4.2% | |
| Fidelity Diversified International K6 fund | Mutual Funds | — | — | $6.3M | 3.9% | |
| Baron Capital Group Baron Growth Fund Institutional Shares | Common Stocks | — | — | $6.1M | 3.8% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $6.0M | 3.8% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $5.0M | 3.1% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $4.4M | 2.7% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $4.1M | 2.6% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $3.6M | 2.3% | |
| Oakmark Equity and Income | Other securities | — | — | $3.5M | 2.2% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $2.1M | 1.3% | |
| Franklin Templeton Investments Franklin Small Cap Value Fund | Mutual Funds | — | — | $2.0M | 1.3% | |
| Macquarie Group Macquarie Small Cap Value Fund Institutional Share | Common Stocks | — | — | $1.8M | 1.1% | |
| Dimensional DFA Emerging Markets Core Equity | Mutual Funds | — | — | $1.7M | 1.0% | |
| BlackRock Russell 1000 Growth R | Common Collective Trusts | — | — | $1.6M | 1.0% | |
| BLKRK R1000 IDX VL R GREAT GRAY TRUST COMPANY · EIN 81-1009614 / PN 011 | Common Collective Trust | — | — | $1.6M | 1.0% | |
| Fidelity Investments** Fidelity Real Estate Investment Portfolio | Mutual Funds | — | — | $1.0M | 0.6% | |
| Participants** Participant notes receivable - Various maturities with interest rates of 3.75 to 9.00 percent - | Other securities | — | — | $651K | 0.4% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $567K | 0.4% | |
| BlackRock LifePath Index 2065 K | Other securities | — | — | $100K | <0.1% |
