Donna Dreuth signed Captive Resources, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Captive Resources, LLC's EIN is 30-0073596.
Download the official 2024 Form 5500 (PDF) for Captive Resources, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Captive Resources, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | RETAINED BY EMPLOYER | $38K | — |
| MESIROW FINANCIAL INC. |
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.
| — |
| CHICAGO, IL |
| RETAINED BY EMPLOYER |
| $13K |
| — |
| MILLER COOPER & CO., LTD. | 36-2897372 | — | RETAINED BY EMPLOYER | $12K | — |
