Kathleen V Stauber signed Dewitt LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dewitt LLP's EIN is 39-1804522.
Download the official 2024 Form 5500 (PDF) for Dewitt LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dewitt LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNSEL, LLC | 90-0142264 | — | ADVISOR | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN, INC. | 91-0675641 | — | NONE |
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 | — | — | $117.7M | 81.1% | |
| [Assets held in common collective trust] | Other | — | — | $7.8M | 5.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $7.8M | 5.4% | |
| [Assets held in participant loans] | Other | — | — | $534K | 0.4% |
| $66K |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $32K | — |
| BERSTEIN | — | NEW YORK, NY | NONE | $31K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $19K | — |
| DAIN RAUSCHER | — | MINNEPOLIS, MN | NONE | $15K | — |
| WIPFLI | — | MADISON, WI | NONE | $15K | — |
| MERRILL LYNCH | — | NEW YORK, NY | NONE | $13K | — |
| PERSHING | — | JERSEY CITY, NJ | NONE | $8K | — |
