Richard Schuen signed Adena Commercial LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Adena Commercial LLC's EIN is 31-1508485.
Download the official 2024 Form 5500 (PDF) for Adena Commercial LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Adena Commercial LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EVERHART FINANCIAL | — | DUBLIN, OH | ADVISOR | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.8M | 97.1% | |
| RELIANCE TRUST STBL VAL CIT S25053 RELIANCE TRUST COMPANY · EIN 46-4662548 / PN 002 | Common Collective Trust | — | — | $112K | 2.9% |
