David Cohen signed Schulte ROTH & Zabel LLP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Schulte ROTH & Zabel LLP's EIN is 13-2633996.
Download the official 2023 Form 5500 (PDF) for Schulte ROTH & Zabel LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Schulte ROTH & Zabel LLP's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CUSTODIAN | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | NONE | $0 | — |
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