Jeanette Nielsen signed Advocates for Life Skills and OP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advocates for Life Skills and OP's EIN is 93-1234625.
Download the official 2024 Form 5500 (PDF) for Advocates for Life Skills and OP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advocates for Life Skills and OP'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $65K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OPPORTUNUS WEALTH MGT LLC DBA RETIR | 52-8476588 | — | INVESTMENT/FINANCIAL ADVI | $19K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $5.0M | 99.1% | |
| [Assets held in common collective trust] | Other | — | — | $46K | 0.9% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $46K | 0.9% |
