Lindsay Nicholson signed A. Raymond Corporate North America's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
A. Raymond Corporate North America's EIN is 27-1088874.
Download the official 2022 Form 5500 (PDF) for A. Raymond Corporate North America from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)A. Raymond Corporate North America's plan includes a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS | 16-0995763 | FAIRPORT, NY | CONSULTANT | $10K | — |
| CG FINANCIAL SERVICES | 38-3470125 | HAZLETT, MI | CONSULTANT | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXETER TRUST COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Instl US Govt Money Mkt Fd | Cash / Money Market | — | $8.3M | $8.3M | 62.0% | |
| iShares TR USD Inv Grade ETF | Other securities | — | $2.8M | $2.5M | 18.8% | |
| US Treasury Bond 3.875% 08/15/2040 | U.S. Treasuries | — | $220K | $969K | 7.2% | |
| US Treasury Bond 1.625% 05/15/2031 | U.S. Treasuries | — | $830K | $771K | 5.7% | |
| SS Int Bearing Fund | Other securities | — | $488K | $598K | 4.4% | |
| iShares TR 10+ Yr Inv Grade | Other securities | — | $235K | $211K | 1.6% | |
| US Dollar Currency | Other securities | — | $19K | $19K | 0.1% | |
| US Dollar Currency | Other securities | — | $8K | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 02-0476209 |
| FAIRPORT, NY |
| SERVICE PROVIDER |
| $3K |
| — |
