Harry Moehringer signed Marks Paneth LLP's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marks Paneth LLP's EIN is 11-3518842.
Download the official 2022 Form 5500 (PDF) for Marks Paneth LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Marks Paneth LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $95K | — |
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.
| % of plan | |||
|---|---|---|---|
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | — | WEST PALM BEACH, FL | AUDITOR | $25K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARKS PANETH & SHRON LLP | — | NEW YORK, NY | OTHER | $10K | — |
| QDRO CONSULTANTS CO LLC | — | MEDINA, OH | CONSULTING | $300 | — |
