Don Alldredge signed CAES Systems LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CAES Systems LLC's EIN is 88-2464197.
Download the official 2023 Form 5500 (PDF) for CAES Systems LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)CAES Systems LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | -$365K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRECEPT ADVISORY GROUP LLC | 56-1623293 | — | INVESTMENT ADVISOR | $150K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $149K |
| — |
| H.R. ADVISORS INC | 03-0473395 | — | CONSULTANT | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRONCONI SEGARRA & ASSOCIATES | 04-3728817 | — | ACCOUNTANT/AUDITOR | $38K | — |
