CASS Conrad signed The Carroll and Milton Petrie Foundation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Carroll and Milton Petrie Foundation's EIN is 20-1451752.
Download the official 2024 Form 5500 (PDF) for The Carroll and Milton Petrie Foundation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Carroll and Milton Petrie Foundation's plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).