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Holding Company with plan


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Guest tjt169
Posted

I have a holding co that has been sponsoring a retirement plan and the 5500 is filed using their EIN #. Are there any issues with the holding company sponsoring the plan?

Posted
I have a holding co that has been sponsoring a retirement plan and the 5500 is filed using their EIN #. Are there any issues with the holding company sponsoring the plan?

Are you asking are there any issues due to them being a 'holding company'? No.

Good Luck!

CPC, QPA, QKA, TGPC, ERPA

Guest tjt169
Posted
I have a holding co that has been sponsoring a retirement plan and the 5500 is filed using their EIN #. Are there any issues with the holding company sponsoring the plan?

Are you asking are there any issues due to them being a 'holding company'? No.

Good Luck!

Yes, that is what I am asking. Is there any issues with the holding company being the sponsor of the plan.

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