Brian Leslie signed Charles Perry Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Charles Perry Partners, Inc.'s EIN is 45-1601307.
Download the official 2024 Form 5500 (PDF) for Charles Perry Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Charles Perry Partners, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INS & ANN CO | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ECONOMIC GROUP PENSION SERVICE LLC | 13-3180178 | BAXTER, MN | THIRD PARTY ADMIN | $0 | — |
| ECONOMIC GROUP PENSION SERVICES |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-3180178 |
| FRANKLIN, NY |
| THIRD PARTY ADMIN |
| $0 |
| — |
