Peter Alwardt signed Eisner Advisory Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Eisner Advisory Group, LLC's EIN is 87-1353108.
Download the official 2024 Form 5500 (PDF) for Eisner Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Eisner Advisory Group, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $367K | — |
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 | |||||
|---|---|---|---|---|---|---|
| The Charles Schwab Trust Company | Mutual Funds | — | — | $111.8M | 16.0% | |
| Vanguard | Mutual Funds | — | — | $52.5M | 7.5% | |
| Fidelity | Mutual Funds | — | — | $49.7M | 7.1% | |
| Vanguard | Mutual Funds | — | — | $47.8M | 6.8% | |
| Vanguard | Mutual Funds | — | — | $41.2M | 5.9% | |
| The Charles Schwab Trust Company | Mutual Funds | — | — | $27.2M | 3.9% | |
| Harbor | Other securities | — | — | $24.5M | 3.5% | |
| American Fund | Other securities | — | — | $23.2M | 3.3% | |
| Vanguard | Mutual Funds | — | — | $23.0M | 3.3% | |
| New York Life Insurance Company | Common Stocks | — | — | $21.5M | 3.1% | |
| PSA NO. 25(STABLE VALUE ACCOUNT) NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $21.5M | 3.1% | |
| Vanguard | Mutual Funds | — | — | $21.2M | 3.0% | |
| Vanguard | Mutual Funds | — | — | $18.6M | 2.7% | |
| The Charles Schwab Trust Company | Mutual Funds | — | — | $18.4M | 2.6% | |
| Vanguard | Mutual Funds | — | — | $18.2M | 2.6% | |
| Vanguard | Mutual Funds | — | — | $16.5M | 2.4% | |
| The Charles Schwab Trust Company | Mutual Funds | — | — | $16.5M | 2.4% | |
| Dodge & Cox | Mutual Funds | — | — | $14.1M | 2.0% | |
| American Fund | Other securities | — | — | $13.3M | 1.9% | |
| Vanguard | Mutual Funds | — | — | $11.7M | 1.7% | |
| Blackrock | Other securities | — | — | $11.4M | 1.6% | |
| Vanguard | Mutual Funds | — | — | $11.1M | 1.6% | |
| Vanguard | Mutual Funds | — | — | $10.8M | 1.5% | |
| MFS | Mutual Funds | — | — | $10.6M | 1.5% | |
| Victory | Other securities | — | — | $9.8M | 1.4% | |
| The Charles Schwab Trust Company | Mutual Funds | — | — | $9.2M | 1.3% | |
| T Rowe Price | Mutual Funds | — | — | $8.9M | 1.3% | |
| Columbia | Other securities | — | — | $8.4M | 1.2% | |
| Fidelity | Mutual Funds | — | — | $8.2M | 1.2% | |
| Vanguard | Mutual Funds | — | — | $7.2M | 1.0% | |
| Vanguard | Mutual Funds | — | — | $6.4M | 0.9% | |
| Victory | Other securities | — | — | $6.2M | 0.9% | |
| Notes receivable from participants | Other securities | — | — | $4.5M | 0.6% | |
| Pimco | Mutual Funds | — | — | $3.7M | 0.5% | |
| Vanguard | Mutual Funds | — | — | $3.4M | 0.5% | |
| Vanguard | Mutual Funds | — | — | $3.0M | 0.4% | |
| American Fund | Other securities | — | — | $2.9M | 0.4% | |
| Vanguard | Mutual Funds | — | — | $61K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
