Douglas J. Gold signed Mitchell Silberberg & Knupp LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitchell Silberberg & Knupp LLP's EIN is 95-1883538.
Download the official 2024 Form 5500 (PDF) for Mitchell Silberberg & Knupp LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitchell Silberberg & Knupp LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $15.1M | 16.5% | |
| Vanguard Institutional Index Fund Mutual Fund | Common Collective Trusts | — | — | $10.1M | 11.1% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $8.6M | 9.3% | |
| T. ROWE PRICE RET BAL ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $6.7M | 7.4% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $6.1M | 6.7% | |
| Schwab Personal Choice Retirement Account Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $6.0M | 6.5% | |
| John Hancock Bond Fund Mutual Fund | Other securities | — | — | $5.1M | 5.6% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.7M | 5.1% | |
| VANGUARD CASH RSRV FED MMKTADM Money Market / Cash Equivalent | Mutual Funds | — | — | $4.2M | 4.6% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $3.3M | 3.6% | |
| Vanguard Total International Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.1M | 3.4% | |
| PIMCO Income Fund Mutual Fund | Mutual Funds | — | — | $2.5M | 2.8% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.3M | 2.5% | |
| Harbor Capital Appreciation Fund Mutual Fund | Other securities | — | — | $2.2M | 2.4% | |
| DFA U.S. Small Cap Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 1.4% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.3% | |
| Vanguard Short-Term Inflation Protected Securities Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 1.2% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.2% | |
| Investments American Beacon Large Cap Value Fund Mutual Fund | Other securities | — | — | $839K | 0.9% | |
| American Funds EuroPacific Growth Fund Mutual Fund | Mutual Funds | — | — | $576K | 0.6% | |
| PARTICIPANT LOANS (3.25% - 8.50%) | Bonds / Notes | — | — | $509K | 0.6% | |
| DFA Emerging Markets Fund Mutual Fund | Mutual Funds | — | — | $489K | 0.5% | |
| PIMCO All Asset Fund Mutual Fund | Mutual Funds | — | — | $414K | 0.5% | |
| Vanguard Selected Value Fund Mutual Fund | Mutual Funds | — | — | $325K | 0.4% | |
| DFA International Value Fund Mutual Fund | Mutual Funds | — | — | $231K | 0.3% | |
| American Beacon Small Cap Value Fund Mutual Fund | Other securities | — | — | $71K | <0.1% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $55K | <0.1% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $32K | <0.1% | |
| WT CIT WESTERN ASSET CORE BOND PLUS WILMINGTON TRUST, N.A. · EIN 82-4391232 / PN 374 | 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.
