Gabriela Parcella signed Merlone Geier Management, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merlone Geier Management, LLC's EIN is 94-3285977.
Download the official 2024 Form 5500 (PDF) for Merlone Geier Management, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merlone Geier Management, LLC'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $34 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
