Nicole Dosso signed The Gersh Agency, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Gersh Agency, Inc.'s EIN is 95-1656028.
Download the official 2024 Form 5500 (PDF) for The Gersh Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Gersh Agency, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORD KEEPER | $30K | — |
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $195 | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $4.3M | 14.1% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $3.8M | 12.5% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.6M | 8.5% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.9M | 6.4% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.9M | 6.2% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.7M | 5.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.5M | 4.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.4M | 4.6% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $1.2M | 3.8% | |
| JAN HEND GLBL TECH INN I | Registered Investment Companies | — | — | $1.1M | 3.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.1M | 3.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $991K | 3.3% | |
| INVESTMENTS LINCOLN STABLE VALUE Z856X | OTHER | — | — | $910K | 3.0% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $749K | 2.5% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $482K | 1.6% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $461K | 1.5% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $415K | 1.4% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $405K | 1.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $335K | 1.1% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $333K | 1.1% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $310K | 1.0% | |
| NUVEEN WIN LGCPGR ESG R6 83 REGISTERED INVESTMENT COMPANY VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $310K | 1.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $262K | 0.9% | |
| JHANCOCK DISC VAL INTL FUND R6 | Registered Investment Companies | — | — | $212K | 0.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $185K | 0.6% | |
| VIC CORE PLUS INTERM BOND R6 | Registered Investment Companies | — | — | $172K | 0.6% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $167K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $51K | 0.2% | |
| GQG PARTNERS EMG MKT EQ INST | Registered Investment Companies | — | — | $31K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MORGAN STANLEY | 20-8764829 | — | INVESTMENT ADVISOR | $54K | — |
