James Clancy signed RBT CPAS, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
RBT CPAS, LLP's EIN is 14-1604297.
Download the official 2024 Form 5500 (PDF) for RBT CPAS, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)RBT CPAS, LLP's plan includes a 401(k) feature, ERISA 404(c) participant direction, profit-sharing, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | NONE | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOCUSED WEALTH MANAGEMENT INC | 27-2575734 | — | NONE | $37K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
