Renee Hunt signed Derby Industries, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Derby Industries, LLC's EIN is 06-1569057.
Download the official 2024 Form 5500 (PDF) for Derby Industries, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Derby Industries, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCM CPAS & ADVISORS LLC | — | LOUISVILLE, KY | ACCOUNTANT | $28K | — |
| BLUE & CO. LLC | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CHICAGO, IL |
| ACCOUNTANT |
| $12K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JOHN HANC INVEST GR BD A GM MUTUAL FUNDS | Other securities | — | $1.5M | $1.4M | 10.1% | |
| PIMCO INCOME FUND CL A GM MUTUAL FUNDS | Mutual Funds | — | $1.2M | $1.2M | 8.7% | |
| MFS INTERNATIONAL EQTY CL A GM MUTUAL FUNDS | Mutual Funds | — | $1.1M | $1.0M | 7.6% | |
| ISHARES S&P 500 INDEX FD A GM MUTUAL FUNDS | Common Collective Trusts | — | $564K | $876K | 6.3% | |
| COLUMBIA DIVIDEND INCOME GM MUTUAL FUNDS | Other securities | — | $791K | $865K | 6.2% | |
| BLACKROCK UNCONSTRAINED A GM MUTUAL FUNDS | Other securities | — | $849K | $850K | 6.1% | |
| VICTORY SYCAMORE EST VAL FD GM MUTUAL FUNDS | Other securities | — | $642K | $681K | 4.9% | |
| COLUMBIA DIVIDEND INCOME MUTUAL FUNDS | Other securities | — | $606K | $668K | 4.8% | |
| DELAWARE EMERGING MKTS FD A GM MUTUAL FUNDS | Other securities | — | $722K | $649K | 4.7% | |
| PUTNAM STABLE VALUE FUND CLASS 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $625K | 4.5% | |
| PIMCO GLB BOND OPPS USD GM MUTUAL FUNDS | Mutual Funds | — | $575K | $590K | 4.3% | |
| CALVERT EQUITY FUND CL A GM MUTUAL FUNDS | Common Stocks | — | $575K | $582K | 4.2% | |
| FEDERATED HERMES MDT MDCP A GM MUTUAL FUNDS | Other securities | — | $462K | $527K | 3.8% | |
| ACCRUED INCOME ACCRUED INCOME 144 PUTNAM STABLE VALUE FUND 20 COMMON / COLLECTIVE TRUSTS | Stable Value | — | $459K | $459K | 3.3% | |
| FEDERATED HERMES MDT MID CAP A MUTUAL FUNDS | Other securities | — | $333K | $382K | 2.8% | |
| CALVERT EQUITY FUND CL A MUTUAL FUNDS | Common Stocks | — | $355K | $363K | 2.6% | |
| ALLSPRING SPL SML CP VL AG GM MUTUAL FUNDS | Common Stocks | — | $385K | $352K | 2.5% | |
| ISHARES S&P 500 INDEX FD CL A MUTUAL FUNDS | Common Collective Trusts | — | $246K | $329K | 2.4% | |
| VICTORY SYCAMORE EST VAL FD A MUTUAL FUNDS | Other securities | — | $266K | $298K | 2.1% | |
| BLACKROCK UNCONSTRAINED EQ A MUTUAL FUNDS | Other securities | — | $256K | $256K | 1.8% | |
| LOAN FUND LOANS | Other securities | — | $255K | $255K | 1.8% | |
| INVESCO DISCOVERY FUND R6 GM MUTUAL FUNDS | Mutual Funds | — | $180K | $220K | 1.6% | |
| ALLSPRING SPECIAL SML CP VL A MUTUAL FUNDS | Other securities | — | $230K | $210K | 1.5% | |
| INVESCO DISCOVERY FUND R6 MUTUAL FUNDS | Mutual Funds | — | $159K | $199K | 1.4% | |
| PUTNAM STABLE VALUE FUND 20 GM COMMON / COLLECTIVE TRUSTS | Stable Value | — | $166K | $166K | 1.2% | |
| FIRST EAGLE GLOBAL FD CL A MUTUAL FUNDS | Common Stocks | — | $115K | $128K | 0.9% | |
| DELAWARE EMERGING MKTS FD CL A MUTUAL FUNDS | Common Stocks | — | $96K | $86K | 0.6% | |
| JOHN HANCOCK INVEST GR BD CL A MUTUAL FUNDS | Common Stocks | — | $71K | $64K | 0.5% | |
| PIMCO INCOME FUND CL A MUTUAL FUNDS | Mutual Funds | — | $45K | $45K | 0.3% | |
| PRINCIPAL REAL ESTATE SEC R6 MUTUAL FUNDS | Other securities | — | $37K | $39K | 0.3% | |
| MFS INTERNATIONAL EQTY CL A MUTUAL FUNDS | Mutual Funds | — | $24K | $23K | 0.2% | |
| BLACKROCK HIGH YIELD PORTFOL A MUTUAL FUNDS | Other securities | — | $18K | $18K | 0.1% | |
| PIMCO GLB BOND OPPS USD HDGD A MUTUAL FUNDS | Mutual Funds | — | $11K | $11K | <0.1% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $7K | $7K | <0.1% |
