Marilyn FONG signed Becker & Poliakoff, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Becker & Poliakoff, P.A.'s EIN is 59-1640708.
Download the official 2024 Form 5500 (PDF) for Becker & Poliakoff, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Becker & Poliakoff, P.A.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUNITY INSURANCE COMPANY | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $125K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $40K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEFINITI | 85-0833363 | ERIE, PA | THIRD PARTY ADMINISTRATO | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | 14-1918990 | WEST PALM BEACH, FL | ACCOUNTANT | $12K | — |
