Merry Pisors signed First Team Real Estate - Orange County's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Team Real Estate - Orange County's EIN is 33-0311423.
Download the official 2024 Form 5500 (PDF) for First Team Real Estate - Orange County from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Team Real Estate - Orange County's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISOR | $20K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | SECURITIES BROKERAGE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REDWITZ INC | 33-0850406 | — | AUDIT | $15K | — |
