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Form 5500

Schedule I - Greater than 20% in single security

MarZDoates

By MarZDoates
April 5, 2005 in Form 5500

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https://benefitslink.com/boards/topic/28454-schedule-i-greater-than-20-in-single-security/

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MarZDoates

MarZDoates

Posted April 5, 2005

Posted April 5, 2005

Is a mutual fund considered a single security for purposes of Schedule I reporting? Thank you.

QPA, QKA

K-t-F

Posted April 5, 2005

Posted April 5, 2005

This may help...

March 4, 2004 Posting

Its not easy being green

MarZDoates

MarZDoates

Posted April 5, 2005

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Posted April 5, 2005

Thank you.

QPA, QKA

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