TARA Tressler signed W. Atlee Burpee and Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
W. Atlee Burpee and Company's EIN is 23-0447250.
Download the official 2024 Form 5500 (PDF) for W. Atlee Burpee and Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)W. Atlee Burpee and Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$661 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M HOLDINGS SECURITIES INC | 91-1802259 | — | ADVISOR | $0 | — |
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