Daniel Kramer signed Levain Bakery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Levain Bakery, Inc.'s EIN is 27-1291341.
Download the official 2024 Form 5500 (PDF) for Levain Bakery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Levain Bakery, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BA | 26-4310632 | — | INVESTMENT ADVISORY | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Life Insurance Company | Common Stocks | — | — | $1.1M | 17.3% | |
| PGIM Investments | Other securities | — | — | $1000K | 15.8% | |
| Fidelity Investments | Mutual Funds | — | — | $685K | 10.8% | |
| Oppenheimer | Mutual Funds | — | — | $534K | 8.4% | |
| Pioneer | Other securities | — | — | $521K | 8.2% | |
| Eagle Financial Services, Inc. | Common Stocks | — | — | $508K | 8.0% | |
| BlackRock | Other securities | — | — | $339K | 5.3% | |
| Fidelity Investments | Mutual Funds | — | — | $271K | 4.3% | |
| BNY Mellon | Other securities | — | — | $198K | 3.1% | |
| BlackRock | Other securities | — | — | $124K | 2.0% | |
| Franklin Templeton Investments | Mutual Funds | — | — | $121K | 1.9% | |
| Fidelity Investments | Mutual Funds | — | — | $109K | 1.7% | |
| BlackRock | Other securities | — | — | $105K | 1.7% | |
| Baron | Other securities | — | — | $103K | 1.6% | |
| American Century Investments | Other securities | — | — | $63K | 1.0% | |
| American Century Investments | Other securities | — | — | $9K | 0.1% | |
| Alliance Bernstein | Other securities | — | — | $4K | <0.1% | |
| JP Morgan Funds | Other securities | — | — | $412 | <0.1% | |
| PRIN BLUE CHIP SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
