Michael Pendleton signed Daniels & Erickson, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Daniels & Erickson, P.C.'s EIN is 75-2916499.
Download the official 2024 Form 5500 (PDF) for Daniels & Erickson, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Daniels & Erickson, P.C.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing, a self-directed brokerage window.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| PGIM CR CONSRV BD R1 GREAT GRAY TRUST COMPANY LLC · EIN 38-7271359 / PN 753 | Common Collective Trust | $107K | 67.7% |
| INVESCO STABLE VAL I INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | $49K | 31.0% |
| MID CAP VALUE R1 GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | $2K | 1.2% |
