Dominick J Fazzio signed River Birch LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
River Birch LLC's EIN is 72-1217525.
Download the official 2024 Form 5500 (PDF) for River Birch LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)River Birch LLC'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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS - RETIREMENT PLAN CONSULTING | — | NASHVILLE, TN | ADVISOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.1M | 81.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.4M | 15.8% | |
| [Assets held in participant loans] | Other | — | — | $220K | 2.5% |
