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Get Irs Form 6212

Ance of the investment portfolio monitored? (ERISA sec 404) NA Yes No 2. Does the plan appear to have diversified its investments by not holding more than 20% of its portfolio in any SINGLE investments, except as permitted by the plan document? (ERISA sec. 404(a)(1)(C)). NA Yes No 3. With respect to any person rendering services to the plan, and receiving directly or indirectly more than $5,000 in compensation from the plan (excluding employees of the plan earning less than $1,000 each.

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