LISA Brasher signed Robins & Morton's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Robins & Morton's EIN is 63-1076743.
Download the official 2024 Form 5500 (PDF) for Robins & Morton from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Robins & Morton's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $156K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | INVESTMENT ADVISOR | $118K | — |
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