John Moniz signed William B Rice Eventide Home's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
William B Rice Eventide Home's EIN is 04-2106771.
Download the official 2024 Form 5500 (PDF) for William B Rice Eventide Home from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)William B Rice Eventide Home's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | INVESTMENT ADVISORY | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| ALL FUNDS PRINCIPAL FINANCIAL GROUP · EIN 42-0127290 / PN 001 | Pooled Separate Account | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SOUTHEASTERN EMPLOYEE BENEFIT SERVI | 20-5923747 | — | THIRD PARTY ADMINISTATOR | $0 | — |
