Michael E. Lee signed Findec Benefit Services, Inc. AS the Pooled Plan Provider's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Findec Benefit Services, Inc. AS the Pooled Plan Provider's EIN is 85-3986400.
Download the official 2024 Form 5500 (PDF) for Findec Benefit Services, Inc. AS the Pooled Plan Provider from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Findec Benefit Services, Inc. AS the Pooled Plan Provider's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | |||
|---|---|---|---|
| T. ROWE PRICE RETIREMENT 2035TR T. ROWE PRICE TRUST CO · EIN 36-7595013 / PN 001 | Common Collective Trust | $161K | 28.8% |
| T. ROWE PRICE RETIREMENT 2055 TR T. ROWE PRICE TRUST CO · EIN 35-6941728 / PN 001 | Common Collective Trust | $130K | 23.3% |
| T. ROWE PRICE RETIREMENT 2050 TR T. ROWE PRICE TRUST CO · EIN 30-6303214 / PN 001 | Common Collective Trust | $109K | 19.5% |
| T. ROWE PRICE RETIREMENT 2045 TR T. ROWE PRICE TRUST CO · EIN 32-6199848 / PN 001 | Common Collective Trust | $41K | 7.3% |
| T. ROWE PRICE RETIREMENT 2040TR T. ROWE PRICE TRUST CO · EIN 35-6941729 / PN 001 | Common Collective Trust | $32K | 5.8% |
| T. ROWE PRICE RETIREMENT 2030 TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | $30K | 5.5% |
| T. ROWE PRICE RETIREMENT 2060 TR T. ROWE PRICE TRUST CO · EIN 47-1088316 / PN 001 | Common Collective Trust | $28K | 5.0% |
| T. ROWE PRICE RETIREMENT 2065 TR T. ROWE PRICE TRUST CO · EIN 85-1763138 / PN 001 | Common Collective Trust | $22K | 3.9% |
| T. ROWE PRICE RETIREMENT 2025 TR T. ROWE PRICE TRUST CO · EIN 37-6495447 / PN 001 | Common Collective Trust | $6K | 1.1% |