Jack Tracy signed Advisory Research, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advisory Research, Inc.'s EIN is 36-2831881.
Download the official 2024 Form 5500 (PDF) for Advisory Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advisory Research, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).