Susan Heglin signed The Catherine Cook School's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Catherine Cook School's EIN is 36-2836473.
Download the official 2024 Form 5500 (PDF) for The Catherine Cook School from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Catherine Cook School's plan includes profit-sharing, ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $6K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $14.1M | 99.5% |
