Verlicia Carroll signed Exploring Management LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Exploring Management LLC's EIN is 81-0876436.
Download the official 2023 Form 5500 (PDF) for Exploring Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Exploring Management 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 |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | FAIRFIELD, IA | ADVISOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $4.7M | 97.3% | |
| [Assets held in participant loans] | Other | — | — | $130K | 2.7% |
