Scott Andersen signed Gerkin Windows & Doors' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gerkin Windows & Doors' EIN is 42-1368811.
Download the official 2024 Form 5500 (PDF) for Gerkin Windows & Doors from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gerkin Windows & Doors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB BANK | 82-3967259 | — | CUSTODIAN | $6K | — |
| CHARLES SCHWAB & CO INC | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY NATIONAL BANK | 42-0943319 | — | TRUSTEE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $15.0M | 87.8% | |
| [Assets held in interest-bearing cash] | Other | — | — | $981K | 5.7% |
| $52K |
| — |
