Ashley Carpenter signed GHA Autism Supports' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
GHA Autism Supports' EIN is 56-1218105.
Download the official 2024 Form 5500 (PDF) for GHA Autism Supports from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)GHA Autism Supports' plan includes 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 |
|---|---|---|---|---|---|
| UWHARRIE INVESTMENT ADVISORS, INC. | — | ALBEMARLE, NC | INVESTMENT ADVISORY | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN TRUST COMPANY | 62-0951563 | — | CONTRACT ADMIN | $15K | — |
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 | — | — | $3.5M | 96.4% | |
| UT STABLE VALUE MASTER TRUST AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $659K | 18.1% | |
| UNIFIED COLLECTIVE INVESTMENT TRUST AMERICAN TRUST COMPANY · EIN 61-2025474 / PN 001 | Common Collective Trust | — | — | $375K | 10.3% |
