Janet M. Broadway signed Sands Anderson PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Sands Anderson PC's EIN is 54-1175852.
Download the official 2024 Form 5500 (PDF) for Sands Anderson PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Sands Anderson PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $100K | — |
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 | — | — | $50.8M | 99.4% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $789K | 1.5% |
