Thomas Rosenthal signed Easter Unlimited , Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Easter Unlimited , Inc.'s EIN is 13-1983343.
Download the official 2023 Form 5500 (PDF) for Easter Unlimited , Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Easter Unlimited , Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS FINANCIAL | 59-2937883 | ST LOUIS, OH | NONE | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — | NONE | $94K | — |
| RBC WEALTH MANAGEMENT |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares | Other securities | — | $377K | $1.6M | 4.2% | |
| MFS | Mutual Funds | — | — | $1.4M | 3.6% | |
| JPMorgan | Other securities | — | — | $1.4M | 3.6% | |
| BNY Mellon | Other securities | — | — | $1.3M | 3.4% | |
| WisdomTree | Other securities | — | $736K | $1.1M | 3.0% | |
| American Funds | Mutual Funds | — | — | $1.1M | 2.8% | |
| WisdomTree | Other securities | — | $773K | $999K | 2.6% | |
| Vanguard | Mutual Funds | — | $804K | $784K | 2.0% | |
| iShares | Other securities | — | $815K | $780K | 2.0% | |
| Microsoft Corp | Common Stocks | — | $484K | $752K | 2.0% | |
| American Funds | Mutual Funds | — | — | $707K | 1.8% | |
| MFS | Mutual Funds | — | — | $584K | 1.5% | |
| iShares | Other securities | — | $418K | $576K | 1.5% | |
| WisdomTree | Other securities | — | $498K | $539K | 1.4% | |
| United States Treasury | U.S. Treasuries | — | $509K | $523K | 1.4% | |
| American Funds | Mutual Funds | — | — | $498K | 1.3% | |
| Nvidia Corp | Common Stocks | — | $73K | $473K | 1.2% | |
| MFS | Mutual Funds | — | — | $433K | 1.1% | |
| Victory Capital | Other securities | — | — | $431K | 1.1% | |
| JPMorgan | Other securities | — | — | $409K | 1.1% | |
| JP Morgan Chase & Co | Common Stocks | — | $130K | $375K | 1.0% | |
| WisdomTree | Other securities | — | $331K | $372K | 1.0% | |
| United States Treasury | U.S. Treasuries | — | $360K | $362K | 0.9% | |
| Amazon.com, Inc | Common Stocks | — | $215K | $353K | 0.9% | |
| Vanguard | Mutual Funds | — | $289K | $353K | 0.9% | |
| Vanguard | Mutual Funds | — | $294K | $346K | 0.9% | |
| Vanguard | Mutual Funds | — | $165K | $340K | 0.9% | |
| Salesforce.com Inc | Common Stocks | — | $226K | $338K | 0.9% | |
| Visa Inc Cl A | Common Stocks | — | $245K | $332K | 0.9% | |
| WisdomTree | Other securities | — | $299K | $326K | 0.9% | |
| Johnson & Johnson | Other securities | — | $123K | $322K | 0.8% | |
| Nextera Energy Inc | Common Stocks | — | $250K | $314K | 0.8% | |
| United States Treasury | U.S. Treasuries | — | $308K | $312K | 0.8% | |
| BNY Mellon Funds | Other securities | — | $309K | $299K | 0.8% | |
| BNY Mellon Funds | Other securities | — | $309K | $296K | 0.8% | |
| United States Treasury | U.S. Treasuries | — | $292K | $293K | 0.8% | |
| Procter & Gamble Co | Common Stocks | — | $209K | $290K | 0.8% | |
| BNY Mellon Funds | Other securities | — | $187K | $289K | 0.8% | |
| Coca-cola Co | Common Stocks | — | $218K | $289K | 0.8% | |
| JPMorgan | Other securities | — | — | $282K | 0.7% | |
| Invesco | Mutual Funds | — | $241K | $280K | 0.7% | |
| United States Treasury | U.S. Treasuries | — | $269K | $278K | 0.7% | |
| Thermo Fisher Scientific Inc | Common Stocks | — | $68K | $268K | 0.7% | |
| United States Treasury | U.S. Treasuries | — | $268K | $268K | 0.7% | |
| United States Treasury | U.S. Treasuries | — | $260K | $265K | 0.7% | |
| MFS | Mutual Funds | — | — | $263K | 0.7% | |
| Apple Inc | Common Stocks | — | $149K | $262K | 0.7% | |
| Vanguard | Mutual Funds | — | $258K | $257K | 0.7% | |
| UnitedHealth Group Inc | Common Stocks | — | $196K | $255K | 0.7% | |
| MFS | Mutual Funds | — | — | $249K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-1416330 |
| — |
| NONE |
| $24K |
| — |
| BNY MELLON | 25-0659306 | — | NONE | $12K | — |
