Donna Zammit signed Weissman PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weissman PC's EIN is 58-1943683.
Download the official 2024 Form 5500 (PDF) for Weissman PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weissman PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $18.8M | 84.0% | |
| [Assets held in participant loans] | Other | — | — | $278K | 1.2% |
| NORTHWESTERN MUTUAL WEALTH MGMT CO |
| — |
| MILWAUKEE, WI |
| INVESTMENT ADVISOR |
| $46K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TD AMERITRADE INC. | — | OMAHA, NE | BROKRAGE SERVICE | $0 | — |
