Gennaro Cicalese signed Sensiba LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sensiba LLP's EIN is 94-2370906.
Download the official 2024 Form 5500 (PDF) for Sensiba LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sensiba LLP'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 |
|---|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | 20-5916766 | — | NONE | $16K | — |
| MID ATLANTIC CAPITAL CORPORATION | 25-1409618 | — | NONE | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan Growth Advantage Fund Class | Other securities | — | — | $5.6M | 11.7% | |
| The Hartford Dividend and Growth Fund Class | Other securities | — | — | $5.4M | 11.3% | |
| Vanguard Cash Reserves Federal Money Market Fund | Mutual Funds | — | — | $4.9M | 10.4% | |
| John Hancock Bond Fund Class I | Other securities | — | — | $3.8M | 8.1% | |
| Goldman Sachs GQG Partners International Opportunities Fund | Other securities | — | — | $2.7M | 5.6% | |
| Fidelity Advisor Technology I | Mutual Funds | — | — | $2.6M | 5.5% | |
| Harbor Small Cap Value Fund | Other securities | — | — | $2.4M | 5.0% | |
| SPDR Gold Shares | Other securities | — | — | $2.3M | 4.8% | |
| Cohen & Steers Real Estate Securities Fund, Inc.Class | Common Stocks | — | — | $2.1M | 4.3% | |
| BrandywineGLOBAL - Corporate Credit Fund Class I | Other securities | — | — | $2.0M | 4.1% | |
| DFA Emerging Markets Core Equity Portfolio | Mutual Funds | — | — | $1.9M | 4.0% | |
| Vanguard Short-Term Treasury Fund | Mutual Funds | — | — | $1.9M | 3.9% | |
| PGIM Short-Term Corporate Bond Fund- Class | Other securities | — | — | $1.7M | 3.6% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 3.0% | |
| American Funds 2060 Target Date Retirement Fund Class | Mutual Funds | — | — | $1.3M | 2.7% | |
| American Funds 2055 Target Date Retirement Fund Class | Mutual Funds | — | — | $1.2M | 2.6% | |
| American Funds 2065 Target Date Retirement Fund Class | Mutual Funds | — | — | $812K | 1.7% | |
| American Funds 2050 Target Date Retirement Fund Class | Mutual Funds | — | — | $719K | 1.5% | |
| American Funds 2045 Target Date Retirement Fund Class | Mutual Funds | — | — | $446K | 0.9% | |
| American Funds 2030 Target Date Retirement Fund Class | Mutual Funds | — | — | $327K | 0.7% | |
| Ishares Msci Kld 400 Social Etf | Other securities | — | — | $253K | 0.5% | |
| Fidelity Select Energy Portfolio | Mutual Funds | — | — | $246K | 0.5% | |
| American Funds 2035 Target Date Retirement Fund Class | Mutual Funds | — | — | $244K | 0.5% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $234K | 0.5% | |
| Notes Receivable from participants | Other securities | — | — | $211K | 0.4% | |
| Calvert US Large Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $210K | 0.4% | |
| American Funds 2040 Target Date Retirement Fund Class | Mutual Funds | — | — | $143K | 0.3% | |
| Goldman Sachs International Equity Income Fund Class | Other securities | — | — | $127K | 0.3% | |
| BlackRock Health Sciences Opportunities Portfolio | Other securities | — | — | $64K | 0.1% | |
| Nuveen ESG Small-Cap ETF | Mutual Funds | — | — | $59K | 0.1% | |
| Goldman Sachs International Equity ESG Fund Class | Other securities | — | — | $49K | 0.1% | |
| American Funds 2025 Target Date Retirement Fund Class | Mutual Funds | — | — | $46K | <0.1% | |
| American Funds 2020 Target Date Retirement Fund Class | Mutual Funds | — | — | $46K | <0.1% | |
| PIMCO Preferred and Capital Securities Fund | Mutual Funds | — | — | $45K | <0.1% | |
| iShares ESG Aware MSCI EAFE ETF | Other securities | — | — | $41K | <0.1% | |
| iShares ESG Aware MSCI EM ETF | Other securities | — | — | $31K | <0.1% | |
| First Trust NASDAQ Cln Edge GrnEngyETF | Other securities | — | — | $15K | <0.1% | |
| Invesco Solar ETF | Mutual Funds | — | — | $10K | <0.1% | |
| RBC BlueBay High Yield Bond Fund Class I | Other securities | — | — | $3K | <0.1% | |
| Calvert Flexible Bond Fund Class I | Other securities | — | — | $2K | <0.1% | |
| Calvert Bond Fund Class I | U.S. Treasuries | — | — | $2K | <0.1% | |
| Calvert Short Duration Income Fund | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
