Daniel Moreno signed William C. Smith & Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
William C. Smith & Co.'s EIN is 52-1092879.
Download the official 2024 Form 5500 (PDF) for William C. Smith & Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)William C. Smith & Co.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $168K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL | 20-8764829 | — | INVESTMENT ADVISORY | $0 | — |
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