Jennifer Staci CORY signed Gavin de Becker & Associates, L.P's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Gavin de Becker & Associates, L.P's EIN is 95-4609845.
Download the official 2024 Form 5500 (PDF) for Gavin de Becker & Associates, L.P from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Gavin de Becker & Associates, L.P's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY GLOBAL BANKING | 26-4310632 | — | INVESTMENT ADVISOR | $39K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOLTHOUSE CARLIN& VAN TRIGT LLP | 95-4345526 | — | ACCOUNTANT/AUDITOR | $11K | — |
