Matson, Driscoll & Damico, LLP's EIN is 36-3799916.
Download the official 2024 Form 5500 (PDF) for Matson, Driscoll & Damico, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Matson, Driscoll & Damico, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $96K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISORS LLC | 36-3258176 | — | ADVISOR | $18K | — |
| STRATEGIC ADVISORS, INC. |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Participant loans on the financial statements (3.25% - 8.50%) - | Bonds / Notes | — | — | $494K | 100.0% | |
| WT FKLN CAP VAL WILMINGTON TRUST, N.A. · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| LA SM CP GR EQ II LH WILMINGTON TRUST, N.A. · EIN 38-4139856 / PN 634 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND R1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 WILMINGTON TRUST, N.A. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% |
| 04-2654524 |
| — |
| ADVISOR |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE ANGELL PENSION GROUP, INC. | 04-2530412 | — | PLAN SPONSOR | $14K | — |
