Sharon Bovelle signed Zuckerman Spaeder LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Zuckerman Spaeder LLP's EIN is 52-1112263.
Download the official 2024 Form 5500 (PDF) for Zuckerman Spaeder LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Zuckerman Spaeder LLP'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVS | — | IRVINE, CA | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | — | NEW YORK, NY | INVESTMENT ADVISOR | $100K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
