Tracy Daleiden signed B & D Plumbing, Heating and Air Conditioning, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
B & D Plumbing, Heating and Air Conditioning, Inc.'s EIN is 41-2000947.
Download the official 2024 Form 5500 (PDF) for B & D Plumbing, Heating and Air Conditioning, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)B & D Plumbing, Heating and Air Conditioning, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
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 | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES INC | 38-2722519 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $11.4M | 97.3% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THORSEN, BREIDINGER & NOVAK, PA | 41-1676293 | — | ACCOUNTANT/AUDITOR | $52K | — |
