Epstein Index›Documents›EFTA01354815
💨IMPACT LEVEL 1 — MEH

Epstein File EFTA01354815: Arrangement (DS10)

Financial RecordDate unavailableEFTA013548151 keyword hits
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Document containing investment partnership disclosure language referencing Section 4975 of the Internal Revenue Code. The excerpt requests indication of what percentage of an investor's partnership assets are held in retirement plans, individual retirement accounts, or other arrangements subject to ERISA regulations, with a response indicating less than 25%.

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PersonKeyword
Excerpt 1
please indicate what percentage of the Investor's assets invested in the Partnership are the assets of a plan, individual retirement account or other **arrangement**
Excerpt 2
that is described in Section 4975 of the Code, whether or not such plan, account or **arrangement** is subject to Section 4975 of the Code: Less than 25%

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