Dorthy Mattiello signed Carpionato Properties, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Carpionato Properties, Inc.'s EIN is 05-0474550.
Download the official 2024 Form 5500 (PDF) for Carpionato Properties, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Carpionato Properties, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
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 | $465 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.6M | 98.4% | |
| [Assets held in interest-bearing cash] | Other | — | — | $140K | 1.4% | |
| [Assets held in participant loans] | Other | — | — | $13K | 0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCKE LORD | 74-1164324 | — | ATTORNEY/LEGAL | $19K | — |
| KAHN, LITWIN, RENZA & CO., LTD. | 05-0409384 | — | ATTORNEY/LEGAL | $17K | — |
