Steven Ross signed Glosten, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Glosten, Inc.'s EIN is 91-0839688.
Download the official 2024 Form 5500 (PDF) for Glosten, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Glosten, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI ADVISORS, INC. | 06-1397347 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP | 06-1053228 | — | NONE | $7K | — |
| CHARLES SCHWAB & CO., INC. |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $0 |
| — |
| CHARLES SCHWAB BANK/TRUST COMPANY | 82-3967259 | — | NONE | $0 | — |
