DOSS Enterprises, LLC's EIN is 01-0763371.
Download the official 2022 Form 5500 (PDF) for DOSS Enterprises, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)DOSS Enterprises, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| No Vanguard Target Ret 2025 | Mutual Funds | — | — | $708K | 21.5% | |
| No Vanguard Target Ret 2045 | Mutual Funds | — | — | $452K | 13.7% | |
| No Vanguard Target Ret 2030 | Mutual Funds | — | — | $377K | 11.4% | |
| No Vanguard Target Ret 2050 | Mutual Funds | — | — | $332K | 10.1% | |
| No Vanguard Target Ret 2040 | Mutual Funds | — | — | $281K | 8.5% | |
| No Vanguard Target Ret 2035 | Mutual Funds | — | — | $223K | 6.8% | |
| No Vanguard Target Ret 2060 | Mutual Funds | — | — | $208K | 6.3% | |
| No Vanguard Target Ret 2055 | Mutual Funds | — | — | $171K | 5.2% | |
| No Vanguard Target Ret 2065 | Mutual Funds | — | — | $109K | 3.3% | |
| Yes John Hancock John Hancock Stable Val | Other securities | — | — | $94K | 2.9% | |
| No Vanguard Target Ret 2020 | Mutual Funds | — | — | $43K | 1.3% | |
| Loans to participants (with interest rates of Yes John Hancock 4.25% and 6.25% with various maturities) | Bonds / Notes | — | — | $40K | 1.2% | |
| No American Funds Investment Company of America | Mutual Funds | — | — | $27K | 0.8% | |
| No American Funds New Perspective Fund | Mutual Funds | — | — | $24K | 0.7% | |
| No American Funds Capital World Growth & Income | Mutual Funds | — | — | $22K | 0.7% | |
| No Vanguard Tot Wld Stk Index ETF | Mutual Funds | — | — | $16K | 0.5% | |
| No BlackRock Global Allocation | Other securities | — | — | $16K | 0.5% | |
| Yes John Hancock Core Bond Fund | Other securities | — | — | $13K | 0.4% | |
| No Washington Mutual Washington Mutual Investors | Other securities | — | — | $12K | 0.4% | |
| Yes John Hancock 500 Index Fund | Common Collective Trusts | — | — | $11K | 0.3% | |
| No AMG Managers Fairpointe MidCap | Other securities | — | — | $10K | 0.3% | |
| Yes John Hancock Total Bond Market Fund | Other securities | — | — | $7K | 0.2% | |
| Yes John Hancock Mid Cap Index Fund | Common Collective Trusts | — | — | $7K | 0.2% | |
| No Vanguard Growth Index Fund | Common Collective Trusts | — | — | $5K | 0.1% | |
| No T. Rowe T. Rowe Price New Era Fund ** 48 No Vanguard Energy Fund | Mutual Funds | — | — | $4K | 0.1% | |
| No DFA U.S. Small Cap Fund | Mutual Funds | — | — | $3K | <0.1% | |
| No Vanguard Explorer Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Yes John Hancock Mid Cap Growth Fund ** 331 No Vanguard Value Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| No Vanguard Small Cap Value Index | Mutual Funds | — | — | $3K | <0.1% | |
| Yes John Hancock Blue Chip Growth Fund | Other securities | — | — | $2K | <0.1% | |
| Yes John Hancock Small Cap Index Fund | Common Collective Trusts | — | — | $2K | <0.1% | |
| No Templeton World | Mutual Funds | — | — | $2K | <0.1% | |
| No PIMCO Commodity Real Return | Mutual Funds | — | — | $2K | <0.1% | |
| Yes John Hancock Intl Equity Index Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
