Richard Maxwell signed Barton & Loguidice, D.P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barton & Loguidice, D.P.C.'s EIN is 16-1020368.
Download the official 2024 Form 5500 (PDF) for Barton & Loguidice, D.P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barton & Loguidice, D.P.C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, life insurance.
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 | — | RECORDKEEPER | -$1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| S.E.E.D. PLANNING GROUP LLC | 46-3176421 | — | ADVISOR | $58K | — |
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