CHAD Carroll signed Winsert LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Winsert LLC's EIN is 39-1281143.
Download the official 2024 Form 5500 (PDF) for Winsert LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Winsert LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | VANCOUVER, WA | TPA | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENSON NATIONAL BANK & TRUST | 39-0638020 | MARINETTE, WI | SERVICE PROVIDER | $0 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| VRIAC SEPARATE ACCOUNT D VRIAC · EIN 71-0294708 / PN 000 | Pooled Separate Account | $18.2M | 93.6% |