Max Finkelstein Inc.'s EIN is 11-1551149.
Download the official 2022 Form 5500 (PDF) for Max Finkelstein Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Max Finkelstein Inc.'s plan includes a default investment (QDIA), profit-sharing, a 401(k) feature, automatic enrollment, ERISA 404(c) participant direction.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $34K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | — | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $12K |
| — |
| WACHSTOCK PENSION LAW, P.C. | 11-3600477 | — | CONSULTANT | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DE IVY MID CP GR I- DELEWARE INVE | 43-1244426 | PHILADELPHIA, PA | — | $0 | — |
