Gregory Fox signed Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation's EIN is 94-3185085.
Download the official 2023 Form 5500 (PDF) for Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Bertrand, Fox, Elliot, Osman & Wenzel, a Professional Coporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | |||
|---|---|---|---|
| INSIGHT MELLON STABLE VALUE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | $35K | 58.1% |
| T. ROWE PRICE RETIREMENT 2055 TR T. ROWE PRICE TRUST CO · EIN 35-6941728 / PN 001 | Common Collective Trust | $14K | 23.1% |
| T. ROWE PRICE RETIREMENT 2045 TR T. ROWE PRICE TRUST CO · EIN 32-6199848 / PN 001 | Common Collective Trust | $10K | 17.3% |
| T. ROWE PRICE RETIREMENT 2060 TR T. ROWE PRICE TRUST CO · EIN 47-1088316 / PN 001 | Common Collective Trust | $419 | 0.7% |
| T. ROWE PRICE RETIREMENT 2065 TR T. ROWE PRICE TRUST CO · EIN 85-1763138 / PN 001 | Common Collective Trust | $334 | 0.6% |
| T. ROWE PRICE RETIREMENT 2050 TR T. ROWE PRICE TRUST CO · EIN 30-6303214 / PN 001 | Common Collective Trust | $209 | 0.3% |
