Kathryn Browne signed Quigley-Simpson & Heppelwhite, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Quigley-Simpson & Heppelwhite, Inc.'s EIN is 35-2176523.
Download the official 2024 Form 5500 (PDF) for Quigley-Simpson & Heppelwhite, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Quigley-Simpson & Heppelwhite, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN | — | IRVINE, CA | RECORDKEEPER | $525 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN BROKER -DEALER | — | CHICAGO, IL | INVESTMENT ADVISOR | $34K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC. | — | NEW YORK, NY | CONTRACT ADMIN | $0 | — |
