Michael Wayne Callahan signed Spicer Jeffries & Co LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Spicer Jeffries & Co LLP's EIN is 84-1210311.
Download the official 2024 Form 5500 (PDF) for Spicer Jeffries & Co LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Spicer Jeffries & Co LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS, | — | WICHITA, KS | ADVISOR | $19K | — |
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