Norbert Keller signed The Indian River Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Indian River Trust's EIN is 51-0377325.
Download the official 2024 Form 5500 (PDF) for The Indian River Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Indian River Trust's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING | 43-1270780 | — | INVESTMENT ADVISORY | $24K | — |
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.
| % of plan | |||
|---|---|---|---|
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | $0 | — |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | $0 | — |
| PRIN LDI LONG DURATION SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 104 | Pooled Separate Account | $0 | — |
| PRIN SHORT-TERM INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 124 | Pooled Separate Account | $0 | — |
| BCG PENSION RISK CONSULT | 47-3313152 | — | INVESTMENT ADVISORY | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CADWALADER AND | 23-2593193 | — | INSURANCE REP/BROKER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FROST PLLC | 71-0817652 | — | ACCOUNTANT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCDERMOTT WILL AND EMERY | 36-1453176 | — | LEGAL | $233K | — |
