Rafael Pelli signed Pelli Clarke & Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pelli Clarke & Partners' EIN is 06-1228461.
Download the official 2024 Form 5500 (PDF) for Pelli Clarke & Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Pelli Clarke & Partners' plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ESSEX FINANCIAL SERVICES, INC | — | ESSEX, CT | INVESTMENT ADVISOR | $50K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION CONSULTANTS INC | — | FARMINGTON, CT | CONTRACT ADMIN | $1K | — |
