Jay E. Mintzer signed Mintzer Sarowitz Zeris & Willis, PLLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mintzer Sarowitz Zeris & Willis, PLLC's EIN is 23-2325896.
Download the official 2023 Form 5500 (PDF) for Mintzer Sarowitz Zeris & Willis, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Mintzer Sarowitz Zeris & Willis, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HORNOR TOWNSEND & KENT INC | 23-1706189 | — | ADVISOR | $35K | — |
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