Anne D Houle signed Barre BELT's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Barre BELT's EIN is 22-3350494.
Download the official 2024 Form 5500 (PDF) for Barre BELT from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Barre BELT's 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 |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $24K | — |
| OSAIC INSTITUTIONS, INC. | — | MERIDEN, CT | NONE | $14K | — |
| MCSOLEY MCCOY & CO. | 03-0327374 | — | NONE | $14K | — |
| NFP PROPERTY AND CASUALTY SERVICES | — | MESA, AZ | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.3M | 95.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $351K | 3.6% | |
| [Assets held in participant loans] | Other | — | — | $89K | 0.9% |
