John Heise signed New England Bakery Drivers and Its Member Local Unions' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
New England Bakery Drivers and Its Member Local Unions' EIN is 22-2930352.
Download the official 2024 Form 5500 (PDF) for New England Bakery Drivers and Its Member Local Unions from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)New England Bakery Drivers and Its Member Local Unions' plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| BENEFIT PLAN ADMIN SERVICES | 16-1503696 | — | RECORDKEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUMONT, MORRIS AND BURKE, PC | 54-2087269 | — | NONE | $50K | — |
| ATLAS FINANCIAL GROUP, LLC |
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 | — | — | $62.7M | 93.2% | |
| RELIANCE TRUST CO STABLE VALUE FUND RELIANCE TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $6.0M | 9.0% |
| 02-0521107 |
| — |
| NONE |
| $18K |
| — |
| D'ARCANGELO & CO., LLP | 13-2550103 | — | NONE | $13K | — |
