Kerrie LUTZ signed Development Dimensions International, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Development Dimensions International, Inc.'s EIN is 13-2662069.
Download the official 2024 Form 5500 (PDF) for Development Dimensions International, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Development Dimensions International, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $105K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS 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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $27.7M | 21.9% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $19.2M | 15.1% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $11.1M | 8.7% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $10.5M | 8.3% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $9.6M | 7.5% | |
| Vanguard 500 Index Admiral N/A | Common Collective Trusts | — | — | $7.2M | 5.7% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $6.4M | 5.0% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $4.3M | 3.4% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $4.0M | 3.1% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $3.6M | 2.8% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.2% | |
| LARGE CAP GROWTH FUND III CL R1 GREAT GRAY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.8M | 2.2% | |
| Fidelity Investments Advisor Total Bond Z N/A | Mutual Funds | — | — | $2.6M | 2.1% | |
| Massachusetts Financial Value R6 N/A | Other securities | — | — | $2.6M | 2.0% | |
| Services Vanguard Mid Cap Index Admiral N/A | Mutual Funds | — | — | $2.5M | 2.0% | |
| American Funds New World R6 N/A | Mutual Funds | — | — | $2.2M | 1.8% | |
| Vanguard Small Cap Index Admiral N/A | Mutual Funds | — | — | $1.9M | 1.5% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.7M | 1.4% | |
| Hartford International Opportunities R6 N/A | Other securities | — | — | $1.5M | 1.2% | |
| Federated Investors Institutional High Yield Bond R6 N/A | Other securities | — | — | $630K | 0.5% | |
| Janus Henderson Developed World Bond N N/A | Mutual Funds | — | — | $422K | 0.3% | |
| MassMutual Small Cap Gr Eq I N/A | Other securities | — | — | $421K | 0.3% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD COLLECTIVE INVESTMENT TRUST FUNDS · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $393K | 0.3% | |
| American Beacon Small Cap Value R5 N/A | Other securities | — | — | $365K | 0.3% | |
| Participant Loans Notes Receivable from Participants (with rates of | Participant loans | — | — | $257K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| SAN RAFAEL, CA |
| INVESTMENT ADVISOR |
| $60K |
| — |
