SUE Pociejewski signed IAN Martin PBC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
IAN Martin PBC's EIN is 98-0214122.
Download the official 2023 Form 5500 (PDF) for IAN Martin PBC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)IAN Martin PBC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $8K |
| — |
