Dan Winey signed M. Arthur Gensler Jr. & Associates, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M. Arthur Gensler Jr. & Associates, Inc.'s EIN is 94-1663305.
Download the official 2024 Form 5500 (PDF) for M. Arthur Gensler Jr. & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M. Arthur Gensler Jr. & Associates, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SRVCS | 01-0233346 | — | RETAINED BY EMPLOYER | $68K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Calamos Market Neutral Income I | Other securities | — | $32.5M | $36.3M | 10.2% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | $25.1M | $28.8M | 8.1% | |
| Fidelity 500 Index Fd | Common Collective Trusts | — | $14.2M | $28.1M | 7.9% | |
| JP Morgan Large Growth R6 | Other securities | — | $19.0M | $27.9M | 7.9% | |
| PIMCO Income Fund Institutional | Mutual Funds | — | $27.5M | $25.4M | 7.2% | |
| JP Morgan Core Bond Fund R5 | Other securities | — | $22.6M | $22.4M | 6.3% | |
| BlackRock MC Growth Equity Prt Inst | Other securities | — | $13.9M | $16.3M | 4.6% | |
| Calamos Timpani SC Growth R6 | Other securities | — | $13.2M | $13.7M | 3.9% | |
| Fidelity Ext Market Index Fd | Mutual Funds | — | $10.7M | $13.6M | 3.8% | |
| Gensler PSP Inv Acct | Other securities | — | $9.8M | $10.8M | 3.0% | |
| Fidelity US Bond Index Fd | Mutual Funds | — | $11.4M | $10.6M | 3.0% | |
| DFA US Large Cap Value Portfolio | Mutual Funds | — | $6.1M | $10.6M | 3.0% | |
| DFA US LC Growth Port Inst | Mutual Funds | — | $5.4M | $10.5M | 3.0% | |
| Vanguard Mid-Cap Value Index Admiral | Mutual Funds | — | $6.4M | $10.5M | 2.9% | |
| Cohen & Steers Global Realty S | Other securities | — | $9.4M | $9.9M | 2.8% | |
| DFA US Small Cap Portfolio | Mutual Funds | — | $7.9M | $9.8M | 2.8% | |
| Fidelity Sm Cap Index Fd | Mutual Funds | — | $8.3M | $9.6M | 2.7% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | $5.1M | $7.3M | 2.1% | |
| DFA Inflation Protected Securities | Mutual Funds | — | $7.4M | $7.2M | 2.0% | |
| Invesco Corporate Bond Fund R5 | Mutual Funds | — | $8.1M | $7.1M | 2.0% | |
| Fidelity International Idx Fd | Common Collective Trusts | — | $5.5M | $7.0M | 2.0% | |
| American EuroPacific Growth R5 | Other securities | — | $6.4M | $6.8M | 1.9% | |
| Vanguard Fed Money Market | Mutual Funds | — | $4.5M | $4.5M | 1.3% | |
| BlackRock Low Dur Bond Inst | Other securities | — | $3.7M | $3.6M | 1.0% | |
| DFA Emerging Markets (I) | Mutual Funds | — | $3.1M | $3.5M | 1.0% | |
| DFA Emerging Markets Small Cap I | Mutual Funds | — | $2.9M | $3.4M | 1.0% | |
| Participant loans | Participant loans | — | — | $554K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
