John Edwards signed EDW. C. LEVY Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
EDW. C. LEVY Co.'s EIN is 38-1253012.
Download the official 2024 Form 5500 (PDF) for EDW. C. LEVY Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)EDW. C. LEVY Co.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $5.1M | 16.5% | |
| SCHWAB MGD RET 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $2.9M | 9.4% | |
| Dodge & Cox Dodge & Cox Stock | Mutual Funds | — | — | $2.8M | 9.1% | |
| SCHWAB MGD RET 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $2.2M | 7.0% | |
| Fidelity Spartan 500 Index Fund | Common Collective Trusts | — | — | $1.9M | 6.3% | |
| SCHWAB MGD RET 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $1.7M | 5.4% | |
| SCHWAB MGD RET 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $1.6M | 5.1% | |
| Fidelity Spartan Extnd MktIdxAdvtgInst | Mutual Funds | — | — | $1.5M | 4.9% | |
| SCHWAB MGD RET 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $1.5M | 4.8% | |
| Dodge & Cox Dodge & Cox International Stock | Mutual Funds | — | — | $1.4M | 4.6% | |
| SCHWAB MGD RET 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $1.4M | 4.5% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $1.3M | 4.2% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.2M | 4.1% | |
| SCHWAB MGD RET 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $886K | 2.9% | |
| American Century American Century Small Cap Value Fund R6 Class | Other securities | — | — | $728K | 2.4% | |
| Participants Participant notes receivable with interest rates ranging from 4.25 to 9.5 percent - | Other securities | — | — | $690K | 2.3% | |
| SCHWAB MGD RET 2020 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $403K | 1.3% | |
| SCHWAB MGD RET 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $384K | 1.3% | |
| SCHWAB MGD RET 2065 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $275K | 0.9% | |
| Vanguard Inflation-Protected Securities Fund Adm | Mutual Funds | — | — | $214K | 0.7% | |
| Fidelity Spartan International Idx Inv | Common Collective Trusts | — | — | $182K | 0.6% | |
| Aberdeen Emerging Markets Instl | Other securities | — | — | $169K | 0.6% | |
| Fidelity Spartan US Bond Index Fund | Common Collective Trusts | — | — | $154K | 0.5% | |
| Charles Schwab Managed Retirement Trust Fund | Common Collective Trusts | — | — | $106K | 0.3% | |
| SCHWAB MGD RET INC SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $106K | 0.3% | |
| Invesco EQV International Equity Fund Class R6 | Mutual Funds | — | — | $26K | <0.1% | |
| ClearBridge Small Cap Growth Fund | Other securities | — | — | $21K | <0.1% | |
| Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $18K | <0.1% | |
| Fidelity Money market mutual fund - Fidelity Government Market | Mutual Funds | — | — | $15K | <0.1% | |
| SCHWAB MGD RET 2015 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
