David Patterson signed The Siegfried Group, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Siegfried Group, LLP's EIN is 51-0378135.
Download the official 2024 Form 5500 (PDF) for The Siegfried Group, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Siegfried Group, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $81K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
