Cynthia Herzegovitch signed The DOE Fund, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The DOE Fund, Inc.'s EIN is 13-3412540.
Download the official 2024 Form 5500 (PDF) for The DOE Fund, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The DOE Fund, 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 LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $32K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
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.
| Indirect comp |
|---|
| LEAFHOUSE FINANCIAL ADVISORS, LLC | — | AUSTIN, TX | OTHER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY SMITH BARNEY LLC | — | NEW YORK CITY, NY | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY INSURANCE SERVICES I | — | NEW YORK CITY, NY | BROKER/ADVISER | $0 | — |
