Ryan McKillop signed Clover Sonoma's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Clover Sonoma's EIN is 94-2423221.
Download the official 2024 Form 5500 (PDF) for Clover Sonoma from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Clover Sonoma's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
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 | |||
|---|---|---|---|
| IVY MID CAP GROWTH 1 SEI TRUST COMPANY · EIN 45-3036258 / PN 050 | Common Collective Trust | $272K | 61.1% |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | $173K | 38.9% |
| IVY MID CAP GROWTH 1 DELAWARE · EIN 48-1231253 / PN 002 | Common Collective Trust | $0 | <0.1% |
