Suzanne Ellis signed Exceptional Parents Unlimited's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exceptional Parents Unlimited's EIN is 77-0263702.
Download the official 2023 Form 5500 (PDF) for Exceptional Parents Unlimited from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Exceptional Parents Unlimited'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 |
|---|---|---|---|---|---|
| REGENCY INVESTMENT ADVISORS, INC. | 77-0344391 | FRESNO, CA | INVESTMENT ADVISOR | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROFESSIONAL CAPITAL SERVICE, LLC | 23-3038464 | PHILADELPHIA, PA | CONTRACT ADMINISTRATOR | $2K | — |
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