Janay Jespersen signed Commerce Technologies, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Commerce Technologies, LLC's EIN is 14-1798555.
Download the official 2023 Form 5500 (PDF) for Commerce Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Commerce Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 | -$32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $26K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $53.5M | 96.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.7M | 3.0% | |
| [Assets held in participant loans] | Other | — | — | $150K | 0.3% | |
| [Assets held in common stock] | Other | — | — | $12K | <0.1% |
