Jennifer Davie signed Edgewood Manor of Wellston's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edgewood Manor of Wellston's EIN is 82-2279548.
Download the official 2024 Form 5500 (PDF) for Edgewood Manor of Wellston from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edgewood Manor of Wellston's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | PLYMOUTH, IN | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 | EL SEGUNDO, CA | ADVISOR | $7K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE PENSION SERVICE INC. | 16-1613026 | AMHERST, NY | TPA | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EFPR GROUP CPAS PLLC | — | WILLIAMSVILLE, NY | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPS GROUP 3(16) SERVICES, LLC | 82-3348747 | AMHERST, NY | FIDUCIARY | $28K | — |
