Anthony M. Ward ESQ. signed Esquire Law LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Esquire Law LLC's EIN is 86-2214589.
Download the official 2024 Form 5500 (PDF) for Esquire Law LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Esquire Law LLC'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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FDR FINANCIAL GROUP, INC | 04-3046611 | HOLLYWOOD, FL | ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2035 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $1.5M | 23.6% | |
| American Funds 2045 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $916K | 14.1% | |
| American Funds 2065 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $884K | 13.6% | |
| American Funds 2040 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $711K | 10.9% | |
| Vanguard Growth Index Fund Admiral Shares | Common Collective Trusts | — | — | $331K | 5.1% | |
| Vanguard Value Index Fund Admiral Shares | Common Collective Trusts | — | — | $308K | 4.7% | |
| John Hancock Bond Fund Class R6 | Other securities | — | — | $217K | 3.3% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $216K | 3.3% | |
| American Funds 2010 Target Date Retirement Fund Class R-6 ** 112 American Funds 2020 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $194K | 3.0% | |
| Vanguard Balanced Index Fund Admiral Shares | Common Collective Trusts | — | — | $177K | 2.7% | |
| METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $163K | 2.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares | Common Collective Trusts | — | — | $126K | 1.9% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $105K | 1.6% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares ** 83 Vanguard Windsor Fund Admiral Shares | Common Collective Trusts | — | — | $82K | 1.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $77K | 1.2% | |
| DWS RREEF Real Estate Securities Fund - Class R6 | Other securities | — | — | $70K | 1.1% | |
| Dimensional Fund Advisors Emerging Markets Value Portfolio Institutional Class | Mutual Funds | — | — | $53K | 0.8% | |
| Fidelity Multi-Asset Index | Mutual Funds | — | — | $45K | 0.7% | |
| Franklin Templeton Global Bond Fund Class R6 | Mutual Funds | — | — | $45K | 0.7% | |
| John Hancock High Yield Fund Class R6 | Other securities | — | — | $38K | 0.6% | |
| American Funds 2050 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $37K | 0.6% | |
| Vanguard LifeStrategy Income Fund Investor Shares ** 181 Vanguard LifeStrategy Conservative Growth Fund Investor Shares | Mutual Funds | — | — | $31K | 0.5% | |
| American Funds 2055 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $17K | 0.3% | |
| Fidelity NASDAQ Composite Index | Mutual Funds | — | — | $13K | 0.2% | |
| American Funds 2060 Target Date Retirement Fund Class R-6 | Mutual Funds | — | — | $11K | 0.2% | |
| Fidelity Advisor Technology Z | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity Advisor Total Bond Z | Mutual Funds | — | — | $5K | <0.1% | |
| Dimensional Fund Advisors U.S. Small Cap Portfolio Institutional Class ** 992 Dodge & Cox Global Bond Fund Class I | Mutual Funds | — | — | $3K | <0.1% | |
| Vanguard Explorer Fund Admiral Shares ** 382 Vanguard Small-Cap Growth Index Fund Admiral Shares ** 670 Vanguard Mid-Cap Growth Index Fund Admiral Shares ** 201 Vanguard Mid-Cap Growth Fund Investor Shares | Common Collective Trusts | — | — | $3K | <0.1% | |
| PIMCO Real Return Fund Institutional Class ** 118 Thornburg Investment Income Builder Fund Class R3 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Long-Term Treasury Index Fund Admiral Shares | Common Collective Trusts | — | — | $2K | <0.1% | |
| AllianceBernstein Global Bond Fund Class Z | Other securities | — | — | $2K | <0.1% | |
| American Funds The Growth Fund of America Class ** 717 American Funds The Income Fund of America Class R-6 ** 64 American Funds New Perspective Fund Class R6 ** 524 Carillon Eagle Mid Cap Growth Fund Class R6 | Mutual Funds | — | — | $2K | <0.1% |
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 |
|---|---|---|---|---|---|
| ERISA FIDUCIARY SERVICES, INC. | 47-1637791 | HAUPPAUGE, NY | CONTRACT ADMINISTRATOR | $6K | — |
