JO Anne Ambrosino signed DEER Management Co. LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DEER Management Co. LLC's EIN is 06-1636283.
Download the official 2024 Form 5500 (PDF) for DEER Management Co. LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DEER Management Co. LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $104 | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $50.3M | 54.5% | |
| [Assets held in common stock] | Other | — | — | $37.4M | 40.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $4.5M | 4.9% |
