Donald BERG signed Verigon, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Verigon, LLC's EIN is 27-4273763.
Download the official 2024 Form 5500 (PDF) for Verigon, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Verigon, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC. | — | FAIRFIELD, IA | INVESTMENT ADVISOR | $20K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEGACY PENSIONEERS LLC | — | CHANDLER, AZ | CONTRACT ADMIN | $8K | — |
| LEGACY PENSIONEERS LLC | — | CHANDLER, AZ | CONTRACT ADMIN | — | — |
| PENSION STRATEGIES, LLC | — | PHOENIX, AZ | CONTRACT ADMIN | — | — |
