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 a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY INVESTMENT ADVISORS | 36-4001764 | — | INVESTMENT ADVISOR | $12K | — |
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 | — | — | $75.5M | 84.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $5.2M | 5.8% | |
| [Assets held in common stock] | Other | — | — | $4.6M | 5.2% | |
| [Assets held in common collective trust] | Other | — | — | $1.2M | 1.4% | |
| BNYM MELLON STABLE VALUE FUND THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $1.2M | 1.4% | |
| [Assets held in participant loans] | Other | — | — | $337K | 0.4% |
