Jenna Benkelman signed SAVE on SP LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
SAVE on SP LLC's EIN is 47-3603390.
Download the official 2024 Form 5500 (PDF) for SAVE on SP LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)SAVE on SP LLC's plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | WILLIAMSVILLE, NY | FINANCIAL ADVISOR | $15K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| US Government Securities Detail attached, pages 14-15 | Other securities | — | $3.8M | $3.8M | 56.5% | |
| Detail attached, pages 17-18 | Mutual Funds | — | $767K | $975K | 14.6% | |
| Bank deposits Detail attached, page 13 | Other securities | — | $347K | $347K | 5.2% | |
| Certificates of deposit Detail attached, page 13 | Other securities | — | $300K | $302K | 4.5% | |
| Exchange-traded & closed-end funds Detail attached, page 16 | Other securities | — | $233K | $297K | 4.4% | |
| Corporate Debt Securities Detail attached, page 16 | Other securities | — | $98K | $100K | 1.5% | |
| Accrued income not settled - | Other securities | — | — | $38K | 0.6% | |
| Accrued income not settled - | Other securities | — | — | $2K | <0.1% | |
| Accrued income not settled - | Other securities | — | — | $1K | <0.1% |
