Sharon Kearney signed Schmitt-Sussman Enterprises, Inc. DBA PFP Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schmitt-Sussman Enterprises, Inc. DBA PFP Services' EIN is 06-0895325.
Download the official 2024 Form 5500 (PDF) for Schmitt-Sussman Enterprises, Inc. DBA PFP Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Schmitt-Sussman Enterprises, Inc. DBA PFP Services' plan includes 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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPING | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERITY PARTNERS | — | LOS ANGELES, CA | NONE | $98K | — |
| CHARLES SCHWAB BANK | 42-1558009 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
| — |
