BETH Jerdonek signed Equity Trust Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Equity Trust Company's EIN is 05-0552743.
Download the official 2024 Form 5500 (PDF) for Equity Trust Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Equity Trust Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | ROCHESTER, NY | RECORDKEEPER | $18K | — |
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