Jeanne Davie signed Edmund Optics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edmund Optics, Inc.'s EIN is 22-3684196.
Download the official 2024 Form 5500 (PDF) for Edmund Optics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edmund Optics, Inc.'s plan includes a default investment (QDIA), automatic enrollment, a 401(k) feature, profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ARKADIOSW | 82-1659517 | — | INVESTMENT ADVISOR | $39K | — |
| OSAIC FA INC | 35-1151034 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $22K |
| — |
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $8K | — |
