Christina Mallory signed American Direct Procurement, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
American Direct Procurement, LLC's EIN is 48-1111909.
Download the official 2023 Form 5500 (PDF) for American Direct Procurement, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)American Direct Procurement, 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 WORKPLACE SERVICES LLC | 04-3532603 | — | PLAN ADMINISTRATOR | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST INTERSTATE BANK OF COMMERCE | 81-6023169 | — | ADVISOR | $11K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | — | — | $10.3M | 89.3% | |
| [Assets held in common collective trust] | Other | — | — | $1.1M | 9.4% | |
| MORLEY STABLE VALUE PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.4% | |
| [Assets held in participant loans] | Other | — | — | $146K | 1.3% |
