Roxanne Evanoff signed Moore Iacofano Goltsman, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moore Iacofano Goltsman, Inc.'s EIN is 94-3116998.
Download the official 2024 Form 5500 (PDF) for Moore Iacofano Goltsman, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moore Iacofano Goltsman, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCELERATE INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $6.1M | 15.3% | |
| BLACKROCK EQ INDEX 1 WILMINGTON TRUST · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $5.6M | 14.0% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $4.9M | 12.2% | |
| LARGE CAP GROWTH FUND IV I1 WILMINGTON TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $3.6M | 9.1% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $3.3M | 8.3% | |
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $2.5M | 6.4% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.5M | 6.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.4M | 3.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $1.3M | 3.2% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $1.1M | 2.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.0M | 2.5% | |
| BLACKROCK US DEBT IDX 1 WILMINGTON TRUST · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $818K | 2.0% | |
| LARGE CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $784K | 2.0% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $669K | 1.7% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $496K | 1.2% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $461K | 1.2% | |
| CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $424K | 1.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $409K | 1.0% | |
| MID CAP VALUE I1 WILMINGTON TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $354K | 0.9% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $325K | 0.8% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $304K | 0.8% | |
| BALANCED SUSTAINABLE I1 WILMINGTON TRUST COMPANY · EIN 38-4139844 / PN 624 | Common Collective Trust | — | — | $281K | 0.7% | |
| CALVERT BOND FUND I | Registered Investment Companies | — | — | $266K | 0.7% | |
| BLACKROCK EAFE EQ IDX 1 WILMINGTON TRUST · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $126K | 0.3% | |
| CALVERT SMALL CAP FUND I | Registered Investment Companies | — | — | $91K | 0.2% | |
| DFA INTL SUSTAIN CORE 1 INST | Registered Investment Companies | — | — | $90K | 0.2% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $59K | 0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2264760 / PN 212 | Common Collective Trust | — | — | $42K | 0.1% | |
| INTERNATIONAL GR II I1 WILMINGTON TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $39K | <0.1% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $20K | <0.1% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-2575758 / PN 224 | Common Collective Trust | — | — | $15K | <0.1% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $7K | <0.1% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-2529162 / PN 221 | Common Collective Trust | — | — | $580 | <0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-2491300 / PN 218 | Common Collective Trust | — | — | $556 | <0.1% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2238264 / PN 210 | Common Collective Trust | — | — | $282 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 - R1 WILMINGTON TRUST · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2275031 / PN 213 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 92-2678185 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $55K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 35-2552359 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
