RON LACK signed Warmkraft, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Warmkraft, Inc.'s EIN is 64-0695892.
Download the official 2023 Form 5500 (PDF) for Warmkraft, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Warmkraft, 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 |
|---|---|---|---|---|---|
| BANKPLUS WEALTH MANAGEMENT | 64-0655312 | — | ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HERITAGE PENSION ADVISORS LLC | 27-1835823 | — | TPA | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BankPlus Wealth Management Moderate Growth Portfolio Strategy RIC Not applicable | Other securities | — | — | $1.2M | 96.3% | |
| Vanguard Cash Reserves Federal Money Market MM Not applicable | Mutual Funds | — | — | $46K | 3.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
