Thomas Heffernan signed Fourth Edition Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fourth Edition Inc.'s EIN is 22-1734198.
Download the official 2024 Form 5500 (PDF) for Fourth Edition Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fourth Edition Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT | 01-0233346 | — | RETAINED BY EMPLOYER | $121K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS LLC | 45-0479693 | — | RETAINED BY EMPLOYER | $34K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BNY Mellon See Attachment | Other securities | — | $20.7M | $19.2M | 59.3% | |
| Wilmington Trust DB Gr Inst 590,146 shares | Other securities | — | $6.9M | $11.3M | 34.9% | |
| DB GROWTH PORTFOLIO GREAT GRAY CIT · EIN 82-0737797 / PN 187 | Common Collective Trust | — | — | $11.3M | 34.9% | |
| Vanguard Fed Money Market 1,406,620 shares | Mutual Funds | — | $1.4M | $1.4M | 4.4% | |
| John Hancock Interest-Bearing Cash | Cash / Money Market | — | $277K | $277K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLC MANAGEMENT | — | WINDSOR, CT | RETAINED BY EMPLOYER | $55K | — |
| ROSENBERG RICH BAKER BERMAN, P.A. | 22-3271252 | — | RETAINED BY EMPLOYER | $18K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | RETAINED BY EMPLOYER | $14K | — |
