Crystal Officer signed Beverly Farm Foundation Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beverly Farm Foundation Inc.'s EIN is 37-0765971.
Download the official 2024 Form 5500 (PDF) for Beverly Farm Foundation Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Beverly Farm Foundation Inc.'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.1M | 94.6% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED CAPITAL · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $178K | 5.5% |
