Linda Metzger signed By Appointment ONLY's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
By Appointment ONLY's EIN is 04-3462585.
Download the official 2024 Form 5500 (PDF) for By Appointment ONLY from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)By Appointment ONLY's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | FAIRFIELD, IA | FIDUCIARY ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS RETIREMENT PARTNERS | — | CONCORD, MA | THIRD PARTY ADMINISTRATOR | $0 | — |
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