Janice F Whaley signed Donor Network West's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Donor Network West's EIN is 94-3062436.
Download the official 2024 Form 5500 (PDF) for Donor Network West from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Donor Network West's plan includes a 403(b) annuity, 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | PLAN ADMINISTRATOR | $129K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSIONMARK FINANCIAL GROUP | 61-1758632 | SANTA BARBARA, CA | INVESTMENT ADVISOR | $74K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PEERY & ASSOCIATES, INC. | 94-3274051 | — | THIRD PARTY ADMINISTRATO | $12K | — |
