Colleen Manning signed Weston & Sampson's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Weston & Sampson's EIN is 04-2601194.
Download the official 2024 Form 5500 (PDF) for Weston & Sampson from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Weston & Sampson's plan includes profit-sharing, a 401(k) feature.
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 | -$74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY WEALTH MANAGEMENT | 36-3145972 | — | INVESTMENT ADVISOR | $65K | — |
| STRATEGIC ADVISORS, INC. |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $142.8M | 95.0% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.7M | 1.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $30K |
| — |
