Anthony Pascazio signed Reedmark Advisers LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Reedmark Advisers LLC's EIN is 47-2223502.
Download the official 2024 Form 5500 (PDF) for Reedmark Advisers LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Reedmark Advisers LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| REEDMARK ADVISORS LLC | 47-2223502 | — | RECORD KEEPER | $8K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $762K | 21.0% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $613K | 16.9% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $551K | 15.2% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $185K | 5.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $167K | 4.6% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $158K | 4.4% | |
| Vanguard Equity-Income Adm ** 800 Vanguard Growth Index Adm | Mutual Funds | — | — | $144K | 4.0% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $106K | 2.9% | |
| JPMorgan US Eq R6 | Other securities | — | — | $97K | 2.7% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $89K | 2.4% | |
| Notes receivable from Loans to participants, interest rates ranging from * - | Participant loans | — | — | $83K | 2.3% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $76K | 2.1% | |
| Transamerica Stable Value Ascend Account | Stable Value | — | — | $74K | 2.1% | |
| Goldman Sachs GQG Ptnrs Intl Opps Instl | Other securities | — | — | $68K | 1.9% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $59K | 1.6% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $52K | 1.4% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $51K | 1.4% | |
| Vanguard Strategic Small-Cap Equity Inv | Mutual Funds | — | — | $41K | 1.1% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $30K | 0.8% | |
| Vanguard Target Retirement 2070 Inv | Mutual Funds | — | — | $25K | 0.7% | |
| Dodge & Cox Global Bond I ** 705 Fidelity International Index | Mutual Funds | — | — | $22K | 0.6% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $14K | 0.4% | |
| Vanguard Selected Value Inv | Mutual Funds | — | — | $11K | 0.3% | |
| DFA Investment Grade I | Mutual Funds | — | — | $10K | 0.3% | |
| PIMCO High Yield Instl | Mutual Funds | — | — | $9K | 0.3% | |
| iShares Russell Mid Cap Index K | Other securities | — | — | $6K | 0.2% | |
| Touchstone Small Company R6 | Common Stocks | — | — | $6K | 0.2% | |
| Hartford Global Impact R6 | Other securities | — | — | $3K | <0.1% | |
| BlackRock Natural Resources Instl ** 60 Calvert International Responsible Idx R6 ** 104 Cohen & Steers Real Estate Securities Z | Common Collective Trusts | — | — | $3K | <0.1% | |
| Dimensional DFA Infl-Prtctd Sec I | Mutual Funds | — | — | $3K | <0.1% | |
| DFA Inflation-Protected Securities I | Mutual Funds | — | — | $3K | <0.1% | |
| PIMCO Low Duration Income Instl | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds New World R6 | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
