Daniel Stokes signed First BOOK's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First BOOK's EIN is 52-1779606.
Download the official 2024 Form 5500 (PDF) for First BOOK from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First BOOK's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | — | NEW YORK, NY | NONE | $21K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
