Gursey Schneider LLP's EIN is 95-3309779.
Download the official 2024 Form 5500 (PDF) for Gursey Schneider LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gursey Schneider LLP's plan includes profit-sharing.
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 | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SFG RETIREMENT PLAN CONSULTING | 46-4984194 | — |
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 | |||||
|---|---|---|---|---|---|---|
| DFA International Small Company Portfolio Institutional Mutual Fund 720 ClassFidelity 500 Index Fund Mutual Fund | Common Collective Trusts | — | — | $3.7M | 12.9% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $3.1M | 11.0% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $3.1M | 11.0% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $2.8M | 9.9% | |
| Vanguard Information Technology Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $2.7M | 9.6% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $2.3M | 8.0% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $1.8M | 6.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 4.4% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 4.2% | |
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 4.1% | |
| MET GG SV 25554-J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $704K | 2.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $463K | 1.6% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $316K | 1.1% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $215K | 0.8% | |
| Vanguard Small-Cap Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $169K | 0.6% | |
| Vanguard Mid-Cap Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $164K | 0.6% | |
| 9.50% | Bonds / Notes | — | — | $153K | 0.5% | |
| American Funds American Balanced Fund Mutual Fund 481 BlackRock Mid-Cap Growth Equity Portfolio Class K Mutual Fund 800 Brandywine Global Corporate Credit Fund Mutual Fund | Mutual Funds | — | — | $136K | 0.5% | |
| InstitutionalPIMCO Income Fund Institutional Class Mutual Fund | Other securities | — | — | $135K | 0.5% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $116K | 0.4% | |
| Schwab Fundamental International Equity Index Fund Mutual Fund 166 Touchstone Mid-Cap Fund Class R6 Mutual Fund 861 Vanguard Emerging Markets Stock Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $78K | 0.3% | |
| MFS Growth Allocation Fund Mutual Fund 613 MFS International Diversification Fund Class R6 Mutual Fund | Mutual Funds | — | — | $75K | 0.3% | |
| Nuveen Real Estate Securities Select Fund Mutual Fund | Mutual Funds | — | — | $74K | 0.3% | |
| PIMCO Commodity Real Return Strategy Fund Mutual Fund | Mutual Funds | — | — | $66K | 0.2% | |
| Vanguard Growth Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $52K | 0.2% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $50K | 0.2% | |
| Vanguard Small Cap Value Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $30K | 0.1% | |
| Vanguard Value Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $13K | <0.1% | |
| GMO Quality Fund Class R6 Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| Vanguard Mid-Cap Value Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $9K | <0.1% | |
| Vanguard Financials Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $7K | <0.1% | |
| Vanguard Wellesley Income Fund Adm Mutual Fund | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Advisor Small-Cap Value Z Mutual Fund 401 Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $5K | <0.1% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $4K | <0.1% | |
| Vanguard Small-Cap Growth Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $4K | <0.1% | |
| Vanguard Equity Income Fund Adm Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Utilities Index Fund Adm Mutual Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| American Funds New World Fund Class R6 Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard FTSE All-World ex-U.S. Small Cap Index Adm Mutual Fund | Mutual Funds | — | — | $1K | <0.1% | |
| Fidelity Total Bond Fund Class K6 Mutual Fund | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $54K |
| — |
