Glen Boehmer signed Consumers Supply DIST LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Consumers Supply DIST LLC's EIN is 45-3782648.
Download the official 2024 Form 5500 (PDF) for Consumers Supply DIST LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Consumers Supply DIST LLC's 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 TRUST COMPANY | 82-3967259 | — | CUSTODIAN | $9K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | CUSTODIAN | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SECURITY NATIONAL BANK | 42-0943319 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $24.4M | 84.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2.2M | 7.6% | |
| [Assets held in participant loans] | Other | — | — | $542K | 1.9% | |
| [Assets held in common stock] | Other | — | — | $110K | 0.4% |
| TRUSTEE |
| $78K |
| — |
