Nancy Keene signed Dan T. Moore Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dan T. Moore Company's EIN is 34-1082874.
Download the official 2024 Form 5500 (PDF) for Dan T. Moore Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dan T. Moore Company'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER WEALTH ADVISORS | 87-1928698 | — | INVESTMENT ADVISOR | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $27.0M | 93.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST CO · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $759K | 2.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEASE BELL CPA'S | 36-4267431 | — | ACCOUNTANT/AUDITOR | $20K | — |
