Kathryn Broomell signed Senior Resource Association Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Senior Resource Association Inc.'s EIN is 59-1539957.
Download the official 2022 Form 5500 (PDF) for Senior Resource Association Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Senior Resource Association Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | NONE | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $1.3M | 92.5% | |
| [Assets held in participant loans] | Other | — | — | $45K | 3.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $2K | 0.1% |
