Heidi Davis signed Penney Retirement Community's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Penney Retirement Community's EIN is 59-0624420.
Download the official 2024 Form 5500 (PDF) for Penney Retirement Community from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Penney Retirement Community's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
