Heather Stewart signed Wright, Finlay & ZAK, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wright, Finlay & ZAK, LLP's EIN is 33-0984579.
Download the official 2024 Form 5500 (PDF) for Wright, Finlay & ZAK, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wright, Finlay & ZAK, LLP'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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES, INC. | — | WACO, TX | RECORDKEEPER/TPA | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SERVICES | — | ST. PETERSBURG, FL | INVESTMENT ADVISORY | $29K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $20.8M | 95.8% |
