Jeffrey Pettit signed Treesap Farms, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Treesap Farms, LLC's EIN is 47-2815183.
Download the official 2024 Form 5500 (PDF) for Treesap Farms, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Treesap Farms, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CATALINA CAPITAL GROUP LLC | 47-1400485 | — | ADVISOR | $25K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | — | — | $9.0M | 95.6% | |
| [Assets held in participant loans] | Other | — | — | $283K | 3.0% | |
| [Assets held in common collective trust] | Other | — | — | $127K | 1.3% | |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $127K | 1.3% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2K | <0.1% |
| — |
| ADVISOR |
| $6K |
| — |
