Ivan Dolowich signed Kaufman Dolowich,LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Kaufman Dolowich,LLP's EIN is 11-3391604.
Download the official 2024 Form 5500 (PDF) for Kaufman Dolowich,LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Kaufman Dolowich,LLP's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL RESEARCH AND MANAGEMENT | — | IRVINE, CA | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUSION FAMILY WEALTH, LLC | — | WOODBURY, NY | INVESTMENT ADVISOR | $76K | — |
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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLAN DESIGNS, LTD | — | EAST MEADOW, NY | CONTRACT ADMIN | $5K | — |
| BPAS | — | UTICA, NY | CONTRACT ADMIN | $2K | — |
