Susan Ernst signed E.C.C.O. III Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
E.C.C.O. III Enterprises, Inc.'s EIN is 13-2754124.
Download the official 2024 Form 5500 (PDF) for E.C.C.O. III Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E.C.C.O. III Enterprises, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, profit-sharing, life insurance.
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 | -$30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| APICELLA, TESTA & COMPANY, P.C. | 06-0876812 | — | ACCOUNTANT/AUDITOR | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $30.5M | 79.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $4.5M | 11.7% | |
| [Assets held in pooled separate account] | Other | — | — | $1.2M | 3.0% | |
| NATIONWIDE FINANCIAL SERVICES NATIONWIDE FINANCIAL SERVICES · EIN 31-4156830 / PN 001 | Pooled Separate Account | — | — | $1.2M | 3.0% | |
| [Assets held in common collective trust] | Other | — | — | $380K | 1.0% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $380K | 1.0% |
