Bruce STEC signed Cassling's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Cassling's EIN is 47-0673457.
Download the official 2024 Form 5500 (PDF) for Cassling from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Cassling's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $49K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| D A DAVIDSON AND CO | 81-0139474 | GREAT FALLS, MT | INVEST ADVISOR | $55K | — |
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 | — | — | $77.1M | 98.2% | |
| NEW YORK LIFE ANCHOR ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $4.9M | 6.2% |
