Luis Gabriel Bevilacqua signed Berkowitz Pollack Brant Advisors & CPAS, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Berkowitz Pollack Brant Advisors & CPAS, LLP's EIN is 59-2742314.
Download the official 2024 Form 5500 (PDF) for Berkowitz Pollack Brant Advisors & CPAS, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Berkowitz Pollack Brant Advisors & CPAS, LLP's plan includes a default investment (QDIA), ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $59K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $12K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Balanced | Mutual Funds | — | — | $9.2M | 16.1% | |
| JPM Lg Cap Growth R6 | Other securities | — | — | $8.4M | 14.8% | |
| Fidelity Index 500 | Mutual Funds | — | — | $7.6M | 13.3% | |
| TRP Science & Tech | Other securities | — | — | $4.0M | 7.0% | |
| American Funds Target Date 2055 | Mutual Funds | — | — | $2.4M | 4.3% | |
| American Funds Target Date 2035 | Mutual Funds | — | — | $2.3M | 4.1% | |
| American Funds Target Date 2060 | Mutual Funds | — | — | $2.2M | 3.8% | |
| American Funds Target Date 2050 | Mutual Funds | — | — | $1.9M | 3.3% | |
| TRP Div Growth I | Other securities | — | — | $1.8M | 3.2% | |
| Vanguard Midcap Index | Mutual Funds | — | — | $1.7M | 3.0% | |
| Money Market Fund * Fidelity Government Market | Mutual Funds | — | — | $1.6M | 2.8% | |
| Vanguard Small Cap Index Administrative | Mutual Funds | — | — | $1.5M | 2.7% | |
| Fully Benefit Responsive Investment Contract Prudential Guaranteed Income Fund | Other securities | — | — | $1.2M | 2.2% | |
| American Funds Target Date 2045 | Mutual Funds | — | — | $1.1M | 1.9% | |
| American Funds Target Date 2020 | Mutual Funds | — | — | $1.0M | 1.8% | |
| American Funds Target Date 2040 | Mutual Funds | — | — | $976K | 1.7% | |
| PGIM J Small | Other securities | — | — | $925K | 1.6% | |
| Pioneer Bond K | Other securities | — | — | $873K | 1.5% | |
| American Funds Target Date 2030 | Mutual Funds | — | — | $768K | 1.3% | |
| American Funds Target Date 2065 | Mutual Funds | — | — | $753K | 1.3% | |
| Fidelity Overseas K | Mutual Funds | — | — | $669K | 1.2% | |
| Invesco Developing Markets Fund | Mutual Funds | — | — | $661K | 1.2% | |
| Cohen & Steers C&S Real Estate | Other securities | — | — | $634K | 1.1% | |
| IO International Growth | Other securities | — | — | $632K | 1.1% | |
| Fidelity International Index | Mutual Funds | — | — | $476K | 0.8% | |
| Participants to 9.50%, maturities through 2030 -0- | Bonds / Notes | — | — | $456K | 0.8% | |
| JPM US Value R6 | Other securities | — | — | $401K | 0.7% | |
| Blackrock High Yield Bond Portfolio Institutional | Other securities | — | — | $391K | 0.7% | |
| American Funds Target Date 2025 | Mutual Funds | — | — | $285K | 0.5% | |
| American Funds Target Date 2015 | Mutual Funds | — | — | $35K | <0.1% | |
| PGIM Global Total Retirnement R6 | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
