Robert Garcia signed Gursey Schneider LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
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, 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 | $40K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $3.3M | 15.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $3.0M | 14.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.9M | 8.7% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.8M | 8.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.2M | 5.6% | |
| DFA INTERNATIONAL SM CO INST 471 REGISTERED INVESTMENT COMPANY VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $869K | 4.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $735K | 3.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $565K | 2.6% | |
| FID TOTAL MARKET INDEX | Registered Investment Companies | — | — | $560K | 2.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $494K | 2.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $486K | 2.3% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $478K | 2.2% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $458K | 2.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $433K | 2.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $428K | 2.0% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $423K | 2.0% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $398K | 1.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $326K | 1.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $305K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $251K | 1.2% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $231K | 1.1% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $223K | 1.0% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $202K | 0.9% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $200K | 0.9% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $189K | 0.9% | |
| GMO QUALITY R6 | Registered Investment Companies | — | — | $150K | 0.7% | |
| BRANDYWINE GLBL CORP CREDIT IS | Registered Investment Companies | — | — | $147K | 0.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $137K | 0.6% | |
| VANGUARD FINANCIALS INDEX ADM | Registered Investment Companies | — | — | $128K | 0.6% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $124K | 0.6% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $122K | 0.6% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $114K | 0.5% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $114K | 0.5% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $108K | 0.5% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $97K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $93K | 0.4% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $72K | 0.3% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $68K | 0.3% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $59K | 0.3% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $55K | 0.3% | |
| COLUMBIA SMALL CAP GROWTH I3 | Registered Investment Companies | — | — | $50K | 0.2% | |
| TOUCHSTONE MID CAP FUND R6 | Registered Investment Companies | — | — | $36K | 0.2% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $32K | 0.1% | |
| SCHWAB FUNDMNTL INTL EQTY IDX | Registered Investment Companies | — | — | $18K | <0.1% | |
| FIDELITY ADV SMALL CAP VAL Z | Registered Investment Companies | — | — | $7K | <0.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $7K | <0.1% | |
| MFS GROWTH ALLOCATION R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN FTSE AW EX US SMCPIN ADM | Registered Investment Companies | — | — | $4K | <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 |
| $20K |
| — |
