Jamie Webster signed D.B. Roberts, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D.B. Roberts, Inc.'s EIN is 04-3335813.
Download the official 2024 Form 5500 (PDF) for D.B. Roberts, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)D.B. Roberts, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
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 | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $13K | — |
| STRATEGIC ADVISORS, INC. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. ROWE PRICE DIV GROWTH I Mutual Funds (Omitted for | Other securities | — | — | $4.5M | 21.6% | |
| FIDELITY FREEDOM 2030 K Mutual Funds Participant- | Mutual Funds | — | — | $1.6M | 7.8% | |
| FIDELITY 500 INDEX Mutual Funds Directed | Common Collective Trusts | — | — | $1.5M | 7.4% | |
| FIDELITY FREEDOM 2040 K Mutual Funds Funds) | Mutual Funds | — | — | $1.4M | 7.0% | |
| FIDELITY FREEDOM 2020 K Mutual Funds | Mutual Funds | — | — | $1.3M | 6.5% | |
| BROKERAGE LINK Self-directed brokerage | Self-Directed Brokerage | — | — | $1.2M | 5.6% | |
| PIMCO TOTAL RT INST Mutual Funds | Mutual Funds | — | — | $1.1M | 5.4% | |
| FIDELITY FREEDOM 2035 K Mutual Funds | Mutual Funds | — | — | $1.1M | 5.3% | |
| AMERICAN UNDSF EUROPAC GROWTH R6 Mutual Funds | Other securities | — | — | $882K | 4.3% | |
| VANGUARD VMMR-FED MMKT Money Market | Mutual Funds | — | — | $865K | 4.2% | |
| FIDELITY FREEDOM 2050 K Mutual Funds | Mutual Funds | — | — | $795K | 3.8% | |
| FIDELITY CAPITAL APPREC Mutual Funds | Mutual Funds | — | — | $547K | 2.6% | |
| maturing through 2029 | Other securities | — | — | $491K | 2.4% | |
| FIDELITY INTL INDEX Mutual Funds | Mutual Funds | — | — | $395K | 1.9% | |
| FIDELITY FREEDOM 2045 K Mutual Funds | Mutual Funds | — | — | $393K | 1.9% | |
| VANGUARD ST INV GR ADM Mutual Funds | Mutual Funds | — | — | $325K | 1.6% | |
| FIDELITY US BOND IDX Mutual Funds | Common Collective Trusts | — | — | $292K | 1.4% | |
| DFA US LG CAP VAL Mutual Funds | Mutual Funds | — | — | $289K | 1.4% | |
| FIDELITY EXTD MKT IDX Mutual Funds | Common Collective Trusts | — | — | $284K | 1.4% | |
| FIDELITY FREEDOM 2010 K Mutual Funds | Mutual Funds | — | — | $230K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 Mutual Funds | Mutual Funds | — | — | $200K | 1.0% | |
| FIDELITY FREEDOM 2055 K Mutual Funds | Mutual Funds | — | — | $179K | 0.9% | |
| DFA US SMALL CAP I Mutual Funds | Mutual Funds | — | — | $161K | 0.8% | |
| FIDELITY FREEDOM 2025 K Mutual Funds | Mutual Funds | — | — | $144K | 0.7% | |
| LOOMIS CORE PL BD Y Mutual Funds | Other securities | — | — | $120K | 0.6% | |
| DFA INF PRT SEC PORT Mutual Funds | Mutual Funds | — | — | $105K | 0.5% | |
| FIDELITY REAL ESTATE INVS Mutual Funds | Mutual Funds | — | — | $94K | 0.5% | |
| FIDELITY FREEDOM 2015 K Mutual Funds | Mutual Funds | — | — | $61K | 0.3% | |
| FIDELITY FREEDOM 2060 K Mutual Funds | Mutual Funds | — | — | $30K | 0.1% | |
| FIDELITY FREEDOM 2065 K Mutual Funds | Mutual Funds | — | — | $12K | <0.1% | |
| FIDELITY FREEDOM INC K Mutual Funds | Mutual Funds | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $7K |
| — |
