Stern & Eisenberg, PC's EIN is 45-1578526.
Download the official 2024 Form 5500 (PDF) for Stern & Eisenberg, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Stern & Eisenberg, PC'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS LLC C/O RETIREMENT | — | EL SEGUNDO, CA | INVESTMENT MANAGER | $23K | — |
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 |
|---|---|---|---|---|---|
| DEFINITI, LLC | — | ERIE, PA | TPA | $266 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wilmington Trust MyWayRetirement Index 2050 Fund Collective investment trust | Common Collective Trusts | — | — | $538K | 9.5% | |
| INDX2050 R CIT GREAT GRAY TRUST · EIN 31-4153830 / PN 009 | Common Collective Trust | — | — | $538K | 9.5% | |
| Wilmington Trust MyWayRetirement Large Cap Growth Fund Collective investment trust | Common Collective Trusts | — | — | $498K | 8.8% | |
| WLMNTRMYWAYTMT LGCAPGR R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $498K | 8.8% | |
| Wilmington Trust MyWayRetirement Index 2055 Fund Collective investment trust | Common Collective Trusts | — | — | $476K | 8.4% | |
| INDX2055 R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $476K | 8.4% | |
| AB Large Cap Growth Fund Mutual fund | Other securities | — | — | $345K | 6.1% | |
| Wilmington Trust MyWayRetirement Index Retirement Fund Collective investment trust | Common Collective Trusts | — | — | $316K | 5.6% | |
| WLMNTRMYWAYTRRMT INDRTRMT CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $316K | 5.6% | |
| Nationwide Fixed Select Contract Guaranteed investment contract | Stable Value | — | — | $297K | 5.2% | |
| Wilmington Trust MyWayRetirement Index 2040 Fund Collective investment trust | Common Collective Trusts | — | — | $270K | 4.8% | |
| WILMNTRMYWAYTRRMT INDX 2040 R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $270K | 4.8% | |
| Wilmington Trust MyWayRetirement Index 2060 Fund Collective investment trust | Common Collective Trusts | — | — | $269K | 4.7% | |
| INDX2060 R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $269K | 4.7% | |
| Wilmington Trust MyWayRetirement Index 2045 Fund Collective investment trust | Common Collective Trusts | — | — | $260K | 4.6% | |
| INDX2045 R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $260K | 4.6% | |
| Wilmington Trust MyWayRetirement Mid Cap Growth Fund Collective investment trust | Common Collective Trusts | — | — | $257K | 4.5% | |
| WLMNTRMYWAYTMT MDCAPGR R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $257K | 4.5% | |
| Wilmington Trust Mid Cap Equity Index Collective investment trust | Common Collective Trusts | — | — | $243K | 4.3% | |
| WLMNTRBR MDCAP EQ INDX 1 CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $243K | 4.3% | |
| Wilmington Trust MyWayRetirement Small Cap Growth Fund Collective investment trust | Common Collective Trusts | — | — | $231K | 4.1% | |
| SMCAPSGR TR CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $230K | 4.1% | |
| JPMorgan U.S. Data Applied Science Value Fund Mutual fund | Other securities | — | — | $206K | 3.6% | |
| Wilmington Trust MyWayRetirement Index 2035 Fund Collective investment trust | Common Collective Trusts | — | — | $170K | 3.0% | |
| WLMNTRMYWAYTRRMT INDX 2035 R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $170K | 3.0% | |
| Wilmington Trust MyWayRetirement Index 2030 Fund Collective investment trust | Common Collective Trusts | — | — | $152K | 2.7% | |
| WLMNTRMYWAYTRRMT INDX2030 R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $152K | 2.7% | |
| Wilmington Trust MyWayRetirement Mlt Sct Bond Fund Collective investment trust | U.S. Treasuries | — | — | $120K | 2.1% | |
| WLMNTRMYWAYRTMTMLTSCTBD R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $120K | 2.1% | |
| Participant loans Outstanding participant loans (interest rates from 5.00% - 10.00%); Maturities through 2029 - | Bonds / Notes | — | — | $119K | 2.1% | |
| American Funds The Growth Fund of America R6 Mutual fund | Mutual Funds | — | — | $103K | 1.8% | |
| Wilmington Trust MyWayRetirement International Growth Fund Collective investment trust | Common Collective Trusts | — | — | $102K | 1.8% | |
| WILMNTRMYWAYTMT INTL GR R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $102K | 1.8% | |
| Wilmington Trust BlackRock Equity Index Fund Collective investment trust | Common Collective Trusts | — | — | $98K | 1.7% | |
| WLMNTRBR EQ INDX 1 CIT GREAT GRAY TRUS · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $98K | 1.7% | |
| Nuveen Small Cap Value Fund Mutual fund | Mutual Funds | — | — | $73K | 1.3% | |
| JPMorgan Mid Cap Growth Fund R5 Mutual fund | Other securities | — | — | $56K | 1.0% | |
| Vanguard Health Care Fund Mutual fund | Mutual Funds | — | — | $51K | 0.9% | |
| Principal Global Emerging Markets Fund Mutual fund | Other securities | — | — | $50K | 0.9% | |
| Wilmington Trust MyWayRetirement Global Bond Fund Collective investment trust | Common Collective Trusts | — | — | $36K | 0.6% | |
| WLMNTRMYWAYTRRMT GLBL BD R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $36K | 0.6% | |
| PIMCO Stocks Plus Short Fund Mutual fund | Mutual Funds | — | — | $33K | 0.6% | |
| Janus Henderson Global Technology and Innovation Fund Mutual fund | Mutual Funds | — | — | $30K | 0.5% | |
| Vanguard Information Technology Index Fund Mutual fund | Common Collective Trusts | — | — | $24K | 0.4% | |
| Wilmington Trust US Tips Index Collective investment trust | Common Collective Trusts | — | — | $23K | 0.4% | |
| WLMNTRBR US TIPS INDX 1 CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $23K | 0.4% | |
| T. Rowe Price Retirement I 2045 Fund Mutual fund | Other securities | — | — | $20K | 0.4% | |
| Wilmington Trust BlackRock EAFE Equity Index Fund Collective investment trust | Common Collective Trusts | — | — | $20K | 0.3% | |
| WILMTRBR EAFE EQ INDX R CIT GREAT GRAY TRUST · EIN 31-4156830 / PN 009 | Common Collective Trust | — | — | $20K | 0.3% | |
| American Funds AMCAP Fund R6 Mutual fund | Mutual Funds | — | — | $18K | 0.3% |
