Holly Hall signed Sweetser's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sweetser's EIN is 01-0211807.
Download the official 2024 Form 5500 (PDF) for Sweetser from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sweetser's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-1140070 | — | SERVICE PROVIDER | $89K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALMARK ADVISERS INC | 31-1509466 | — | CONSULTANT | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $30.3M | 87.5% | |
| [Assets held in participant loans] | Other | — | — | $198K | 0.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDMP ASSURANCE, LLP | 99-4708358 | — | AUDITOR | $18K | — |
