Carrie Lee signed DDA Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DDA Services, Inc.'s EIN is 02-0468168.
Download the official 2024 Form 5500 (PDF) for DDA Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DDA Services, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC FS INC | 02-0275490 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 Fund, 88,123 shares | Mutual Funds | — | $88K | $1.2M | 26.5% | |
| Fidelity Advisor Freedom 2025 Fund, 62,197 shares | Mutual Funds | — | $62K | $786K | 16.8% | |
| Fidelity Advisor Freedom 2035 Fund, 22,204 shares | Mutual Funds | — | $22K | $319K | 6.8% | |
| Fidelity Advisor Freedom 2040 Fund, 17,442 shares | Mutual Funds | — | $17K | $286K | 6.1% | |
| JP Morgan Equity Index Fund, 3,231 shares | Common Collective Trusts | — | $3K | $285K | 6.1% | |
| Fidelity Advisor Freedom 2020 Fund, 19,067 shares | Mutual Funds | — | $19K | $223K | 4.8% | |
| Fidelity Advisor Freedom 2055 Fund, 14,756 shares | Mutual Funds | — | $15K | $219K | 4.7% | |
| Fidelity Advisor Strategic Income Fund, 17,208 shares | Mutual Funds | — | $17K | $197K | 4.2% | |
| Fidelity Advisor Freedom 2015 Fund, 16,140 shares | Mutual Funds | — | $16K | $168K | 3.6% | |
| Fidelity Advisor Freedom 2060 Fund, 10,517 shares | Mutual Funds | — | $11K | $143K | 3.1% | |
| Fidelity Government Money Market Fund, 91,228 shares | Mutual Funds | — | $91K | $91K | 1.9% | |
| Fidelity Advisor Freedom 2050 Fund, 6,795 shares | Mutual Funds | — | $7K | $90K | 1.9% | |
| iShares MSCI EAFE International Index Fund, 5,911 shares | Common Collective Trusts | — | $6K | $89K | 1.9% | |
| Party or Maturity Value * Participant loans 3.25%-9.50% | Bonds / Notes | — | — | $81K | 1.7% | |
| Fidelity Advisor Total Bond Fund, 7,410 shares | Mutual Funds | — | $7K | $70K | 1.5% | |
| Janus Henderson Enterprise Fund, 372 shares | Mutual Funds | — | — | $46K | 1.0% | |
| Fidelity Advisor Real Estate Fund, 2,228 shares | Mutual Funds | — | $2K | $36K | 0.8% | |
| Fidelity Advisor Freedom Income Fund, 3,606 shares | Mutual Funds | — | $4K | $36K | 0.8% | |
| Fidelity Advisor Growth Opportunities Fund, 179 shares | Mutual Funds | — | — | $31K | 0.7% | |
| Fidelity Advisor Freedom 2010 Fund, 2,693 shares | Mutual Funds | — | $3K | $28K | 0.6% | |
| JP Morgan US Small Company Fund, 1,390 shares | Common Stocks | — | $1K | $23K | 0.5% | |
| Fidelity Advisor Freedom 2065 Fund, 1,262 shares | Mutual Funds | — | $1K | $16K | 0.3% | |
| Lazard International Strategic Equity Portfolio, 953 shares | Other securities | — | — | $13K | 0.3% | |
| JP Morgan Equity Income Fund, 322 shares | Other securities | — | — | $7K | 0.2% | |
| Invesco Main Street Mid Cap Fund, 192 shares | Mutual Funds | — | — | $5K | 0.1% | |
| Fidelity Advisor New Insights Fund, 107 shares | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Advisor Large Cap Fund, 79 shares | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Inflation Protected Bond Index Fund, 156 shares | Common Collective Trusts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
