Dan Winey signed Gensler's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gensler's EIN is 94-1663305.
Download the official 2024 Form 5500 (PDF) for Gensler from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gensler'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $466K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fd Mutual fund | Common Collective Trusts | — | — | $96.0M | 13.4% | |
| Fidelity Growth Company K6 Fund Mutual fund | Mutual Funds | — | — | $80.8M | 11.3% | |
| LIFEPATH INDEX 2050 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2859039 / PN 001 | Common Collective Trust | — | — | $62.7M | 8.7% | |
| LIFEPATH INDEX 2040 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2858930 / PN 001 | Common Collective Trust | — | — | $49.3M | 6.9% | |
| LIFEPATH INDEX 2045 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2858957 / PN 001 | Common Collective Trust | — | — | $47.5M | 6.6% | |
| LIFEPATH INDEX 2035 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2849635 / PN 001 | Common Collective Trust | — | — | $37.7M | 5.3% | |
| LIFEPATH INDEX 2030 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2849592 / PN 001 | Common Collective Trust | — | — | $32.6M | 4.5% | |
| LIFEPATH INDEX RET FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2859118 / PN 001 | Common Collective Trust | — | — | $32.3M | 4.5% | |
| LIFEPATH INDEX 2055 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2859078 / PN 001 | Common Collective Trust | — | — | $31.1M | 4.3% | |
| Fidelity Ext Market Index Fd Mutual fund | Mutual Funds | — | — | $24.8M | 3.5% | |
| NYL Anchor Account IV Pooled separate account | Pooled Separate Accounts | — | — | $20.1M | 2.8% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $19.7M | 2.8% | |
| BlackRock MC Growth Equity Pr Instl Mutual fund | Other securities | — | — | $19.5M | 2.7% | |
| Baron Growth Fund Mutual fund | Other securities | — | — | $18.4M | 2.6% | |
| Fidelity US Bond Index Fd Mutual fund | Mutual Funds | — | — | $18.0M | 2.5% | |
| Dodge Cox Stock Fund X Mutual fund | Mutual Funds | — | — | $17.1M | 2.4% | |
| LIFEPATH INDEX 2060 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1996611 / PN 001 | Common Collective Trust | — | — | $16.1M | 2.3% | |
| Fidelity Total Intl Index Mutual fund | Mutual Funds | — | — | $15.2M | 2.1% | |
| Fidelity Diversified International Mutual fund | Mutual Funds | — | — | $13.2M | 1.8% | |
| DFA US Small Cap Value Portfolio Mutual fund | Mutual Funds | — | — | $12.5M | 1.7% | |
| Vanguard FTSE Social Index Inv Mutual fund | Mutual Funds | — | — | $11.1M | 1.5% | |
| T Rowe Price New Horizons Fund Mutual fund | Mutual Funds | — | — | $10.7M | 1.5% | |
| JP Morgan Core Plus Bond Fund R6 Mutual fund | Other securities | — | — | $10.2M | 1.4% | |
| PIMCO Income Fund Inst Mutual fund | Mutual Funds | — | — | $8.6M | 1.2% | |
| Dodge & Cox Intl Stock Fund Mutual fund | Mutual Funds | — | — | $7.7M | 1.1% | |
| JP Morgan Mid Cap Value Fd R6 Mutual fund | Other securities | — | — | $7.1M | 1.0% | |
| Participant loans 4.25% to 9.50%, various maturities | Bonds / Notes | — | — | $4.6M | 0.6% | |
| Calvert Balanced Portfolio Mutual fund | Other securities | — | — | $3.9M | 0.5% | |
| Fidelity International Small C Mutual fund | Mutual Funds | — | — | $3.2M | 0.4% | |
| Vanguard GNMA Fund (Admiral) Mutual fund | Agency / Mortgage-Backed | — | — | $2.9M | 0.4% | |
| Calamos Market Neutral Inc I Mutual fund | Common Stocks | — | — | $735K | 0.1% | |
| Vanguard REIT Index Fd Adm Mutual fund | Mutual Funds | — | — | $530K | <0.1% | |
| DFA US Large Cap Value Port Mutual fund | Mutual Funds | — | — | $390K | <0.1% | |
| BLACKROCK LP INDEX 2065 FUND O BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 84-1858562 / PN 001 | Common Collective Trust | — | — | $290K | <0.1% | |
| DFA Emerging Markets Mutual fund | Mutual Funds | — | — | $144K | <0.1% | |
| DFA Emerging Markets Small Cap I Mutual fund | Mutual Funds | — | — | $144K | <0.1% | |
| DFA Inflation Protect Secs I Mutual fund | Mutual Funds | — | — | $118K | <0.1% | |
| BLACKROCK LIFEPATH INDEX RETIREMENT BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2796126 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2025 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2790976 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2030 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2791033 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2035 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2791065 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2040 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2795948 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2045 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2795992 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2050 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2796042 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2055 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 45-2796084 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK LIFEPATH INDEX 2060 FUND BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 47-1967488 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
