Julie A. Lamendella signed Goldberg KOHN Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Goldberg KOHN Ltd.'s EIN is 36-2863762.
Download the official 2024 Form 5500 (PDF) for Goldberg KOHN Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Goldberg KOHN Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $27.1M | 20.6% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $15.1M | 11.4% | |
| Schwab PCRA Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $12.6M | 9.5% | |
| T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $8.6M | 6.5% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $8.5M | 6.5% | |
| JPMorgan Stable Asset Income Cf | Other securities | — | — | $7.9M | 6.0% | |
| Vanguard High Dividend Yield Index Adm | Mutual Funds | — | — | $7.1M | 5.3% | |
| T. Rowe Price Growth Stock | Other securities | — | — | $5.1M | 3.9% | |
| Allspring Growth Institutional | Other securities | — | — | $4.6M | 3.5% | |
| Vanguard Short-Term Investment-Grade Adm | Mutual Funds | — | — | $4.1M | 3.1% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $3.8M | 2.9% | |
| Allspring Special Large Cap Value Fund | Other securities | — | — | $3.4M | 2.6% | |
| American Funds Europacific GR R5 | Mutual Funds | — | — | $3.3M | 2.5% | |
| Dodge & Cox Income X | Mutual Funds | — | — | $3.3M | 2.5% | |
| First Eagle Global I | Other securities | — | — | $3.2M | 2.4% | |
| BNY Mellon Small Cap Value I | Other securities | — | — | $2.6M | 2.0% | |
| Vanguard Small Cap Index Fund—Admiral | Common Collective Trusts | — | — | $2.6M | 2.0% | |
| JPMorgan Mid Cap Value R6 | Other securities | — | — | $2.5M | 1.9% | |
| T. Rowe Price New Horizon | Other securities | — | — | $2.4M | 1.8% | |
| American Century Small Cap Value R6 | Other securities | — | — | $2.1M | 1.6% | |
| Thornburg International Value R6 | Other securities | — | — | $2.1M | 1.6% | |
| Seafarer Overseas GR and Income Institutional | Other securities | — | — | $1.8M | 1.3% | |
| Vanguard Inflation-Protected Secs Adm | Mutual Funds | — | — | $1.6M | 1.2% | |
| JPMorgan Core Bond R6 | Other securities | — | — | $1.5M | 1.1% | |
| Cohen & Steers Instl Realty Shares | Other securities | — | — | $1.4M | 1.1% | |
| State Street Target Retirement 2025 K | Other securities | — | — | $888K | 0.7% | |
| State Street Target Retirement 2035 K | Other securities | — | — | $407K | 0.3% | |
| Participants Participant loans (maturing 2023 to 2044 at interest rates ranging from 3.75% to 6.00% per annum) | Bonds / Notes | — | — | $364K | 0.3% | |
| Schwab PCRA Self-directed brokerage accounts—Roth | Self-Directed Brokerage | — | — | $204K | 0.2% | |
| State Street Target Retirement K | Other securities | — | — | $172K | 0.1% | |
| State Street Target Retirement 2040 K | Other securities | — | — | $36K | <0.1% | |
| State Street Target Retirement 2045 K | Other securities | — | — | $31K | <0.1% | |
| State Street Target Retirement 2020 K | Other securities | — | — | $22K | <0.1% | |
| State Street Target Retirement 2050 K | Other securities | — | — | $14K | <0.1% | |
| State Street Target Retirement 2030 K | Other securities | — | — | $4K | <0.1% |
