Dean Kloewer signed Panama Transfer's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Panama Transfer's EIN is 42-0921056.
Download the official 2024 Form 5500 (PDF) for Panama Transfer from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Panama Transfer's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
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 |
|---|---|---|---|---|---|
| LPL FINANCIAL | — | SAN DIEGO, CA | NONE | $57K | — |
| AMERICAN TRUST COMPANY | 62-0951563 | — | NONE | $26K | — |
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.
| % of plan | |||
|---|---|---|---|
| AMERICAN TRUST COMPANY PREMIER TRUST FUND FOR QUALIFIED EMPLOYEE BENEFIT PLANS · EIN 62-1549435 / PN 001 | Common Collective Trust | $0 | — |
