Jennifer Brown signed Surgent McCoy CPE, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Surgent McCoy CPE, LLC's EIN is 34-2037648.
Download the official 2024 Form 5500 (PDF) for Surgent McCoy CPE, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Surgent McCoy CPE, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $16K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
