Robert White signed Encoder Products Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Encoder Products Company's EIN is 82-0310365.
Download the official 2023 Form 5500 (PDF) for Encoder Products Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Encoder Products Company's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $10.2M | 90.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $786K | 7.0% | |
| [Assets held in participant loans] | Other | — | — | $187K | 1.7% | |
| [Assets held in common collective trust] | Other | — | — | $80K | 0.7% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $80K | 0.7% | |
| [Assets held in common stock] | Other | — | — | $45K | 0.4% |
