Steven HELD signed CAM-HELD Enterprises, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CAM-HELD Enterprises, Inc.'s EIN is 11-2540679.
Download the official 2023 Form 5500 (PDF) for CAM-HELD Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)CAM-HELD Enterprises, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Ascensus Trust Company Cash and Cash Equivalents N/A | Cash / Money Market | — | — | $13.1M | 91.8% | |
| Empower Life & Annuity Insurance Company of NY Guaranteed Interest Fund {+} | Common Stocks | — | — | $723K | 5.1% | |
| Participants N/A | Other securities | — | — | $82K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ROCKLINE WEALTH MANAGEMENT LLC | — | PLAINVIEW, NY | INVESTMENT ADVISOR | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED BENEFIT PENSIONS INC | — | MELVILLE, NY | CONTRACT ADMIN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CERINI & ASSOCIATES LLP | — | BOHEMIA, NY | AUDITOR | $12K | — |
