Brittany Campisano signed DOE-Anderson, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DOE-Anderson, Inc.'s EIN is 61-0525990.
Download the official 2024 Form 5500 (PDF) for DOE-Anderson, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DOE-Anderson, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| AAAA Benefits, Inc. 103-12 Investment Entity | Common Stocks | — | — | $13.7M | 99.6% | |
| AAAA RET. FUND FOR MEMBER AGENCIES AAAA RET. FUND FOR MEMBER AGENCIES · EIN 13-6616922 / PN 001 | 103-12 Investment Entity | — | — | $13.7M | 99.6% | |
| Notes receivable Loans to participants, various maturities, from participants interest rate of 10.50% | Bonds / Notes | — | — | $39K | 0.3% | |
| C.M. Life Insurance Company Life insurance contracts | Common Stocks | — | — | $12K | <0.1% |
