Jasmin O'CONnell signed Cullen & Dykman, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cullen & Dykman, LLP's EIN is 11-0658700.
Download the official 2024 Form 5500 (PDF) for Cullen & Dykman, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cullen & Dykman, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | NONE | $46K | — |
| GRASSI & CO CPAS PC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in master trust] | Other | — | — | $84.9M | 95.1% | |
| CULLEN & DYKMAN MASTER TRUST CULLEN & DYKMAN, LLP · EIN 11-0658700 / PN 007 | Master Trust | — | — | $84.9M | 95.1% |
| — |
| NEW YORK, NY |
| NONE |
| $43K |
| — |
| USI CONSULTING GROUP INC | — | GLASTONBURY, CT | OTHER | $11K | — |
