Michelle Zizzo signed Samuels & Associates Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Samuels & Associates Management LLC's EIN is 04-3448016.
Download the official 2024 Form 5500 (PDF) for Samuels & Associates Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Samuels & Associates Management LLC's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $725 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $8K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
