Mike Mangiore signed S.M. Wilson & Co.'s 2025 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S.M. Wilson & Co.'s EIN is 37-0699952.
Download the official 2025 Form 5500 (PDF) for S.M. Wilson & Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)S.M. Wilson & Co.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $615 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | $0 | — |
