Spenser Russell signed S. Martinelli & Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
S. Martinelli & Company's EIN is 77-0133871.
Download the official 2024 Form 5500 (PDF) for S. Martinelli & Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)S. Martinelli & Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $4K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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