Melissa Vernocy signed Business Owner's Liability Team, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Business Owner's Liability Team, LLC's EIN is 27-0858517.
Download the official 2024 Form 5500 (PDF) for Business Owner's Liability Team, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Business Owner's Liability Team, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.7M | 97.4% | |
| [Assets held in participant loans] | Other | — | — | $167K | 1.7% | |
| [Assets held in interest-bearing cash] | Other | — | — | $89K | 0.9% |
