Sheila Cook signed Pineleaf Investments Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Pineleaf Investments Inc.'s EIN is 58-1515939.
Download the official 2023 Form 5500 (PDF) for Pineleaf Investments Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Pineleaf Investments Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH | 13-5674085 | — | BROKER | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECISION PLAN ADMINISTRATION | 20-3855127 | — | TPA | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $2.2M | 94.1% | |
| [Assets held in interest-bearing cash] | Other | — | — | $28K | 1.2% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD, MOORE & MCDUFFIE, PC | 58-1484212 | — | AUDITOR | $9K | — |
