Mark Thomas signed Warady & Davis, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Warady & Davis, LLP's EIN is 36-2170602.
Download the official 2024 Form 5500 (PDF) for Warady & Davis, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Warady & Davis, LLP'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 |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SERVI | 20-3691658 | IRVINE, CA | RECORDKEEPER | $613 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISOR | $45K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $72.0M | 98.7% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST AMERICAN BANK | 36-1078850 | ELK GROVE VILLAGE, IL | CONTRACT ADMIN | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRIGAN KRAUSE | 37-1574855 | WESTLAKE, OH | ACCOUNTANT | $12K | — |
