Citrin Cooperman Advisors LLC's EIN is 87-2525370.
Download the official 2024 Form 5500 (PDF) for Citrin Cooperman Advisors LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Citrin Cooperman Advisors LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fund: Adm Shares * Vanguard Institutional Index Fund Inst'l Mutual Fund - | Common Collective Trusts | — | — | $59.2M | 16.0% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund - | Mutual Funds | — | — | $34.5M | 9.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund - | Mutual Funds | — | — | $29.5M | 8.0% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund - | Mutual Funds | — | — | $27.8M | 7.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund - | Mutual Funds | — | — | $26.6M | 7.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund - | Mutual Funds | — | — | $25.1M | 6.8% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund - | Mutual Funds | — | — | $22.3M | 6.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund - | Mutual Funds | — | — | $19.4M | 5.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund - | Mutual Funds | — | — | $13.1M | 3.5% | |
| Shares * Vanguard Target Retirement 2020 Fund Mutual Fund - | Mutual Funds | — | — | $13.1M | 3.5% | |
| Shares * Vanguard Mid-Cap Index Fund Institutional Mutual Fund - | Common Collective Trusts | — | — | $10.0M | 2.7% | |
| Vanguard Treasury Money Market Fund Money Market Fund - | Mutual Funds | — | — | $9.7M | 2.6% | |
| Admiral Shares * Vanguard Small-Cap Index Fund Institutional Mutual Fund - | Common Collective Trusts | — | — | $8.5M | 2.3% | |
| Income Portfolio R6 Baron Growth Fund Mutual Fund - | Other securities | — | — | $8.1M | 2.2% | |
| Vanguard Target Retirement Income Mutual Fund - | Mutual Funds | — | — | $6.4M | 1.7% | |
| Vanguard Total Bond Market Index Fund Mutual Fund - | Common Collective Trusts | — | — | $6.1M | 1.6% | |
| Class Jensen Quality Growth Fund; Class Y Mutual Fund - | Other securities | — | — | $5.8M | 1.6% | |
| Columbia Contrarian Core Fund; Institutional Mutual Fund - | Other securities | — | — | $4.8M | 1.3% | |
| Institutional Shares * Vanguard Total International Stock Index Fd Mutual Fund - | Mutual Funds | — | — | $4.7M | 1.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund - | Mutual Funds | — | — | $3.9M | 1.0% | |
| Vanguard Emerging Markets Stock Index Mutual Fund - | Mutual Funds | — | — | $2.6M | 0.7% | |
| PIMCO Total Return Fund; Institutional Mutual Fund - | Mutual Funds | — | — | $2.4M | 0.6% | |
| Notes Receivable from Participants Interest rates range - | Other securities | — | — | $2.3M | 0.6% | |
| Class Royce Premier Fund; Institutional Class Mutual Fund - | Other securities | — | — | $1.9M | 0.5% | |
| Oakmark International Fund; Investor Class Mutual Fund - | Other securities | — | — | $1.9M | 0.5% | |
| Vanguard Short-Term Bond Index Fund Mutual Fund - | Common Collective Trusts | — | — | $1.9M | 0.5% | |
| Portfolio Carillon Scout Mid Cap Fund, Class I Mutual Fund - | Other securities | — | — | $1.8M | 0.5% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund - | Mutual Funds | — | — | $1.7M | 0.4% | |
| Vanguard Inflation-Protected Securities Mutual Fund - | Mutual Funds | — | — | $1.4M | 0.4% | |
| Selected American Shares Fund; Class D Mutual Fund - | Other securities | — | — | $1.3M | 0.4% | |
| FPA Crescent Fund Mutual Fund - | Other securities | — | — | $1.2M | 0.3% | |
| 3 Class DFA Global Real Estate Securities Portfolio Mutual Fund - | Mutual Funds | — | — | $1.1M | 0.3% | |
| American Funds Moderate Growth and Mutual Fund - | Mutual Funds | — | — | $1.0M | 0.3% | |
| BlackRock Strategic Income Opportunities Mutual Fund - | Other securities | — | — | $835K | 0.2% | |
| Fund Admiral Shr * Vanguard GNMA Fund Admiral Shares Mutual Fund - | Agency / Mortgage-Backed | — | — | $808K | 0.2% | |
| Grandeur Peak Int'l Opportunities Fund; Inst. Mutual Fund - | Other securities | — | — | $552K | 0.1% | |
| The Merger Fund Mutual Fund - | Other securities | — | — | $417K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
