Mutual Shareholder Services LLC

Kathleen Getts signed Mutual Shareholder Services LLC's 2024 Form 5500 as plan administrator.

• Kathleen Getts — Plan Administrator — Form 5500 signer

Signer names are public record from the Form 5500 e-signature.

Mutual Shareholder Services LLC's EIN is 34-1896033.

Download the official 2024 Form 5500 (PDF) for Mutual Shareholder Services LLC from the U.S. Department of Labor's EFAST2 system.

Mutual Shareholder Services LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).