First Close Partners

Betsy Zimmerman signed First Close Partners' 2024 Form 5500 as plan administrator.

• Betsy Zimmerman — Plan Administrator — Form 5500 signer
• Allison KATZ — Employer / Plan Sponsor — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

First Close Partners' EIN is 86-3182461.

Download the official 2024 Form 5500 (PDF) for First Close Partners from the U.S. Department of Labor's EFAST2 system.

First Close Partners' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).