What public Form 5500 filings show about the Spitzer Management, Inc. 401(k) plan — and how to find and check your own account.
Spitzer Management, Inc. (EIN 34-0795747) reports SPITZER MANAGEMENT INC PROFIT SHARING AND SAVINGS PLAN on its most recent Form 5500, with $106.6M in plan assets across 765 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Spitzer Management, Inc. filing — schedules, fees, and providers.
Spitzer Management, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Spitzer Management, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC WEALTH PARTNERS, HOBE & LUCAS CPA S, SOMERS AGENCY, FIRST NATIONAL BANK, RADACHI AND CPAS, SPIRA BENEFITS.
