Seth Larner signed D.F. King & Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D.F. King & Co., Inc.'s EIN is 13-2590221.
Download the official 2024 Form 5500 (PDF) for D.F. King & Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)D.F. King & Co., Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA ASSET MANAGEMENT LLC | 27-0845548 | — | NONE | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Bond Market | Mutual Funds | — | $4.9M | $4.3M | 30.4% | |
| Vanguard Short Term Bnd | Mutual Funds | — | $2.4M | $2.3M | 16.2% | |
| iShares Russell 1000 Frw Etf | Common Collective Trusts | — | $353K | $1.6M | 11.6% | |
| iShares Core Msci Eafe Etf | Other securities | — | $1.0M | $1.4M | 10.0% | |
| iShares Russell 1000 Value Etf | Common Collective Trusts | — | $490K | $1.2M | 8.4% | |
| iShares Core Msci Emerging | Other securities | — | $674K | $823K | 5.8% | |
| iShares 20+ Yr Treasu Bond Eft | Other securities | — | $773K | $512K | 3.6% | |
| JPMorgan Ultra-Short Income | Other securities | — | $384K | $385K | 2.7% | |
| iShares Russell 2000 Value Etf | Common Collective Trusts | — | $158K | $291K | 2.0% | |
| iShares Russell Midcap G Etf | Other securities | — | $71K | $188K | 1.3% | |
| iShares Russell 2000 Grwth Etf | Common Collective Trusts | — | $98K | $167K | 1.2% | |
| iShares Russell Midcap V Etf | Other securities | — | $69K | $154K | 1.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
