Tanya Russo signed Management Concepts' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Management Concepts' EIN is 54-1021611.
Download the official 2024 Form 5500 (PDF) for Management Concepts from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Management Concepts' 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 | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $46K | — |
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.
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