Concannon Miller & Co., PC's EIN is 23-2620120.
Download the official 2022 Form 5500 (PDF) for Concannon Miller & Co., PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Concannon Miller & Co., PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO OF AME | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $13K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMT MGR | $2K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
| Indirect comp |
|---|
| RAYMOND JAMES | — | ST. PETERSBURG, FL | INVESTMENT ADVISOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JANET A PENEBIANCO CPA PLLC | — | OLDSMAR, FL | CONTRACT ADMIN | $16K | — |
| BSP CONSULTING | — | OLDSMAR, FL | CONTRACT ADMINISTRATOR | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAW CASSON & CO LLP | — | DOVER, DE | AUDITOR | $5K | — |
