Joe Mastrodonato signed Spitzer Management, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spitzer Management, Inc.'s EIN is 34-0795747.
Download the official 2024 Form 5500 (PDF) for Spitzer Management, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spitzer Management, 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 |
|---|---|---|---|---|---|
| HOBE & LUCAS, CPA'S | 31-1488076 | — | N/A | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPIRA BENEFITS, LLC | 45-4211533 | — | N/A | $179K | — |
| FIRST NATIONAL BANK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $9.0M | 8.4% | |
| American New Perspective Fund Mutual Fund | Other securities | — | — | $8.8M | 8.3% | |
| Vanguard 500 Fund Mutual Fund | Mutual Funds | — | — | $7.5M | 7.0% | |
| Vanguard Equity Income Fund Mutual Fund | Mutual Funds | — | — | $7.3M | 6.8% | |
| INVS QQQ Trust ETF Mutual Fund | Other securities | — | — | $5.9M | 5.6% | |
| American Balanced Fund Mutual Fund | Other securities | — | — | $4.3M | 4.0% | |
| Doubleline Shiller Enhanged CAPE Mutual Fund | Mutual Funds | — | — | $3.7M | 3.5% | |
| SPDR Portfolio S&P 600 ETF Mutual Fund | Other securities | — | — | $3.6M | 3.4% | |
| Schwab US Dividend ETF Mutual Fund | Mutual Funds | — | — | $3.3M | 3.1% | |
| T Row Price Mid-Cap Growth Institutional Fund Mutual Fund | Other securities | — | — | $3.2M | 3.0% | |
| Common and Preferred Stock Alphabet Inc. Corporate Stock | Common Stocks | — | — | $2.5M | 2.3% | |
| Dodge & Cox Income Fund Mutual Fund | Mutual Funds | — | — | $2.5M | 2.3% | |
| Corpay, Inc. Corporate Stock | Common Stocks | — | — | $2.4M | 2.2% | |
| Visa Inc. Corporate Stock | Common Stocks | — | — | $1.9M | 1.8% | |
| Vanguard Mid-Cap Fund Mutual Fund | Mutual Funds | — | — | $1.7M | 1.6% | |
| Global Payments, Inc. Corporate Stock | Common Stocks | — | — | $1.7M | 1.6% | |
| Pimpco Corporate Opportunity Corporate Stock | Common Stocks | — | — | $1.7M | 1.6% | |
| Paycom Software, Inc. Corporate Stock | Common Stocks | — | — | $1.6M | 1.5% | |
| Blue Owl Cap Inc. Corporate Stock | Common Stocks | — | — | $1.6M | 1.5% | |
| Vanguard Explorer Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 1.4% | |
| Strategic Value FNBA Investors LP Limited Partnership | Other securities | — | — | $1.4M | 1.4% | |
| Strategic Value FNBA Inestors LP Limited Partnership | Other securities | — | — | $1.4M | 1.3% | |
| Vanguard Small-Cap Fund Mutual Fund | Mutual Funds | — | — | $1.4M | 1.3% | |
| Doubleline Opportunistic Credit Fund Common Stock | Common Stocks | — | — | $1.3M | 1.2% | |
| Vanguard International Fund Mutual Fund | Mutual Funds | — | — | $1.2M | 1.2% | |
| BlackRock Debt Strat Fd Corporate Stock | Common Stocks | — | — | $1.1M | 1.1% | |
| Synchrony FI 5.625% Corporate Stock | Bonds / Notes | — | — | $1.1M | 1.0% | |
| Brookfield Asset Management Corporate Stock | Common Stocks | — | — | $1.1M | 1.0% | |
| Federal Prime Obligations Money Market Fund | Cash / Money Market | — | — | $1.0M | 1.0% | |
| FS KKR Capital Corp. Corporate Stock | Common Stocks | — | — | $972K | 0.9% | |
| Elevance Health Inc. Corporate Stock | Common Stocks | — | — | $738K | 0.7% | |
| Molina Healthcare, Inc. Corporate Stock | Common Stocks | — | — | $699K | 0.7% | |
| Vistra Corp. Corporate Stock | Common Stocks | — | — | $689K | 0.6% | |
| PARTICIPANT LOANS * Participant Loans Interest Rates (4.25% - 9.50%) | Bonds / Notes | — | — | $666K | 0.6% | |
| Note Receivable from Participants * Notes Receivable From Participants Notes Receivable from Participants (interest rate of 4.25%-9.50%) | Bonds / Notes | — | — | $666K | 0.6% | |
| City Office 6.625% PDF Corporate Stock | Bonds / Notes | — | — | $655K | 0.6% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $645K | 0.6% | |
| KKR Real Estate 6.5% Corporate Stock | Bonds / Notes | — | — | $561K | 0.5% | |
| Doubleline Income Solution Corporate Stock | Common Stocks | — | — | $540K | 0.5% | |
| Dollar General Corp Corporate Stock | Common Stocks | — | — | $531K | 0.5% | |
| Charles Schwab Bank Sweep Money Market | Mutual Funds | — | — | $518K | 0.5% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $493K | 0.5% | |
| Oaktree Specialty Lending, Inc. Corporate Stock | Common Stocks | — | — | $474K | 0.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $450K | 0.4% | |
| Doubleline Opportunistic Core Bond ETF Mutual Fund | Other securities | — | — | $394K | 0.4% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $365K | 0.3% | |
| Ares Capital Corp Corporate Stock | Common Stocks | — | — | $350K | 0.3% | |
| Investment Trusts Blackstone Mtg. Tr. Inc. Reak Estate Investment Trust | Real Estate | — | — | $348K | 0.3% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $333K | 0.3% | |
| Blue Owl Cap Corp Corporate Stock | Common Stocks | — | — | $333K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-0433578 |
| — |
| N/A |
| $108K |
| — |
| STRATEGIC WEALTH PARTNERS | 26-2328809 | — | N/A | $75K | — |
| SOMERS AGENCY | 45-4747357 | — | N/A | $7K | — |
