Kevin Wallenburn signed Griffin Underwriting Services' 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Griffin Underwriting Services' EIN is 91-0679660.
Download the official 2023 Form 5500 (PDF) for Griffin Underwriting Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Griffin Underwriting Services' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $12K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIGHTON JONES LLC | 91-2007475 | — | NONE | $19K | — |
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
