Marie L. Allen signed Southwestern Connecticut Agency on Aging, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southwestern Connecticut Agency on Aging, Inc.'s EIN is 06-0916407.
Download the official 2024 Form 5500 (PDF) for Southwestern Connecticut Agency on Aging, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southwestern Connecticut Agency on Aging, Inc.'s plan includes 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| NATIONWIDE | 31-1529130 | COLUMBUS, OH | SERVICE PROVIDER | $970 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES FIN SERV ADVISORS | 59-2937883 | SAINT PETERSBURG, FL | INVESTMENT ADVISORY | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS THOMAS, LLC | 26-0228640 | BRANFORD, CT | TPA | $3K | — |
