DAVE Huber signed Bollman HAT Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Bollman HAT Company's EIN is 23-1922616.
Download the official 2024 Form 5500 (PDF) for Bollman HAT Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Bollman HAT Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC DB | — | WALTHAM, MA | INVESTMENT ADVISOR | $19K | — |
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 | — | — | $8.9M | 88.6% | |
| [Assets held in common collective trust] | Other | — | — | $908K | 9.1% | |
| MORLEY STABLE VALUE CL 25 - I PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $908K | 9.1% | |
| [Assets held in participant loans] | Other | — | — | $234K | 2.3% |
