Chrissie Eastin signed Verrill Dana LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Verrill Dana LLP's EIN is 01-0176171.
Download the official 2024 Form 5500 (PDF) for Verrill Dana LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Verrill Dana LLP's plan includes money-purchase contributions, a self-directed brokerage window, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $32K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $41.4M | 70.3% | |
| [Assets held in common stock] | Other | — | — | $7.9M | 13.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $6.0M | 10.2% | |
| [Assets held in common collective trust] | Other | — | — | $483K | 0.8% | |
| BNYM MELLON STABLE VALUE FUND THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $483K | 0.8% | |
| [Assets held in participant loans] | Other | — | — | $176K | 0.3% |
