Loretta Canon signed Beatrice Holdings LP's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Beatrice Holdings LP's EIN is 45-4623854.
Download the official 2023 Form 5500 (PDF) for Beatrice Holdings LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Beatrice Holdings LP'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.9M | 94.9% | |
| [Assets held in common collective trust] | Other | — | — | $223K | 4.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $223K | 4.3% | |
| [Assets held in participant loans] | Other | — | — | $19K | 0.4% |
