Mark Peterson signed D'ANDRE, Peterson, & Bobus, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D'ANDRE, Peterson, & Bobus, LLP's EIN is 91-1999590.
Download the official 2024 Form 5500 (PDF) for D'ANDRE, Peterson, & Bobus, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)D'ANDRE, Peterson, & Bobus, LLP'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | — | PENNINGTON, NJ | INVESTMENT ADVISOR | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $12.0M | 99.5% |
