James KUNZ signed KUNZ Leigh, & Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
KUNZ Leigh, & Associates' EIN is 38-3051652.
Download the official 2024 Form 5500 (PDF) for KUNZ Leigh, & Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)KUNZ Leigh, & Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INC CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $30K | — |
| MERRILL LYNCH PIERCE FENNER & SMITH |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $19K |
| — |
