Maureen Zakutansky signed G.W. Berkheimer Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
G.W. Berkheimer Co., Inc.'s EIN is 35-0823544.
Download the official 2024 Form 5500 (PDF) for G.W. Berkheimer Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)G.W. Berkheimer Co., Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $3K | — |
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 | — | — | $52.4M | 99.3% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | — | $2.5M | 4.7% |
