GREG Schwartztrauber signed Advantage Capital Management Corporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advantage Capital Management Corporation's EIN is 72-1262990.
Download the official 2023 Form 5500 (PDF) for Advantage Capital Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Advantage Capital Management Corporation's plan includes a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBI VALUATION GROUP, LLC | — | ST. LOUIS, MO | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Management Corporation common stock | Common Stocks | — | $3.2M | $2.2M | 94.8% | |
| Royal Bank of Missouri Cash | Cash / Money Market | — | $115K | $115K | 5.0% |
