Quality Spring/TOGO's EIN is 38-2813160.
Download the official 2024 Form 5500 (PDF) for Quality Spring/TOGO from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL | — | CLARKSTON, MI | INVESTMENT ADVISOR | $29K | — |
| HOWARD & HOWARD, PLLC | — | ROYAL OAK, MI | LEGAL ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRUBEL, WESLEY & COMPANY, CPAS |
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 common collective trust] | Other | — | — | $3.4M | 62.6% | |
| MODERATE MANAGED AC PORT FREEDOM 40 WILMINGTON TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $3.4M | 62.6% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.3M | 25.0% |
| 38-2574238 |
| TROY, MI |
| ACCOUNTANT |
| $12K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARCLAY PLANNING GROUP | — | ROCHESTER, MI | SERVICE PROVIDER | $24K | — |
