IRMA Rodriguez signed Lerch, Early & Brewer Chartered's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Lerch, Early & Brewer Chartered's EIN is 52-1037344.
Download the official 2023 Form 5500 (PDF) for Lerch, Early & Brewer Chartered from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Lerch, Early & Brewer Chartered'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEMBO JONES, PC | 52-1073331 | — | ACCOUNTANT/AUDITOR | $30K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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