Richard Stepnowski signed Tucker Ellis LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Tucker Ellis LLP's EIN is 20-0073899.
Download the official 2024 Form 5500 (PDF) for Tucker Ellis LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Tucker Ellis 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).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $83K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCORA FAMILY WEALTH ADVISORS | 41-2071875 | — | NONE | $62K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CBIZ INVESTMENT ADVISORY SERVI | 81-3968784 | — | NONE | $40K | — |
| MAI CAPITAL MANAGEMENT LLC | 61-1495162 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPS FINANCIAL LLC | 13-4269811 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $570 | — |
