Anthony Ward AS Attorney signed Positive Promotions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Positive Promotions, Inc.'s EIN is 13-1968593.
Download the official 2024 Form 5500 (PDF) for Positive Promotions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Positive Promotions, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| CEP CONSULTANTS, INC | — | HAUPPAUGUE, NY | RECORDKEEPER | $41K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CFM ADVISORS INC | — | HAUPPAUGE, NY |
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.
| ADVISOR |
| $20K |
| — |
