Donaldson Capital Management, LLC

Matthew Wright signed Donaldson Capital Management, LLC's 2024 Form 5500 as plan administrator.

• Matthew Wright — Plan Administrator — Form 5500 signer

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

Donaldson Capital Management, LLC's EIN is 35-1937665.

Download the official 2024 Form 5500 (PDF) for Donaldson Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

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