Eric Sussman signed Marty Sussman Organization, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marty Sussman Organization, Inc.'s EIN is 23-2087732.
Download the official 2022 Form 5500 (PDF) for Marty Sussman Organization, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Marty Sussman Organization, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNERSTONE | 75-3204798 | BETHLEHEM, PA | INVESTMENT ADVISOR | $5K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.7M | 93.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $641K | 5.6% | |
| [Assets held in participant loans] | Other | — | — | $76K | 0.7% | |
| [Assets held in common collective trust] | Other | — | — | $3K | <0.1% | |
| FEDERATED CAPITAL PRES R6 FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GELMAN & PELESH, P.C. | 23-2850291 | — | AUDITOR | $13K | — |
