Victoria Santana SOSA signed Bartko, Zankel, Bunzel & Miller's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bartko, Zankel, Bunzel & Miller's EIN is 94-2542676.
Download the official 2023 Form 5500 (PDF) for Bartko, Zankel, Bunzel & Miller from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bartko, Zankel, Bunzel & Miller's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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 III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | $2.2M | 100.0% |
