Danielle Goodale signed Penquis C.A.P. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penquis C.A.P. Inc.'s EIN is 01-6023748.
Download the official 2024 Form 5500 (PDF) for Penquis C.A.P. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penquis C.A.P. Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | RECORDKEEPER | $78K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $17.3M | 89.8% | |
| [Assets held in participant loans] | Other | — | — | $466K | 2.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CES INSURANCE AGENCY INC | 04-2865307 | — | NONE | $41K | — |
| MSCS FS DIV OF BROADRIDGE BPO, LLP | 33-1151291 | — | NONE | $0 | — |
