Bruce Drake signed Exceptional Family Resources, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exceptional Family Resources, Inc.'s EIN is 16-1098311.
Download the official 2024 Form 5500 (PDF) for Exceptional Family Resources, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Exceptional Family Resources, Inc.'s plan includes ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVIS | 39-1897480 | — | INVESTMENT AD V-PLAN | $21K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
