Gretchen Leifeste signed Holtzman Partners, L.L.P.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Holtzman Partners, L.L.P.'s EIN is 74-3121060.
Download the official 2022 Form 5500 (PDF) for Holtzman Partners, L.L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Holtzman Partners, L.L.P.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $9K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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.
| % of plan | |||
|---|---|---|---|
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | $0 | — |
