Samantha Harrison signed Doncasters, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Doncasters, Inc.'s EIN is 13-3491053.
Download the official 2024 Form 5500 (PDF) for Doncasters, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Doncasters, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $82K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| P SOLVE LLC | 04-3513306 | — | NONE | $10K | — |
| AGILIS PARTNERS LLC | 04-3513306 | — |
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.
| NONE |
| $7K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| MFS Growth R3 Fund Mutual fund | Mutual Funds | — | — | $10.3M | 18.9% | |
| Schwab S&P 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $6.7M | 12.2% | |
| Galliard Stable Return Fund C Collective investment trust | Common Collective Trusts | — | — | $4.5M | 8.2% | |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $4.5M | 8.2% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $4.2M | 7.7% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $3.8M | 7.0% | |
| SCHWAB INDEXED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $2.3M | 4.2% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $2.2M | 4.0% | |
| SCHWAB INDEXED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $2.2M | 4.0% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $2.2M | 4.0% | |
| Fidelity Global Ex US Index Fund Mutual fund | Common Collective Trusts | — | — | $1.7M | 3.0% | |
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $1.6M | 2.9% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $1.5M | 2.7% | |
| Mfs Mid Cap Growth Cl R3 Fund Mutual fund | Mutual Funds | — | — | $1.4M | 2.6% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $1.4M | 2.6% | |
| Baird Core Plus Bond Inst Fund Mutual fund | Other securities | — | — | $1.3M | 2.5% | |
| JPMorgan Equity Income R6 Mutual fund | Common Stocks | — | — | $1.3M | 2.4% | |
| Mfs International Diversification R3 Fund Mutual fund | Mutual Funds | — | — | $1.2M | 2.2% | |
| maturing at various dates, secured by participant's account balance | Bonds / Notes | — | — | $1.1M | 2.0% | |
| Victory Sycamore Established Value R Fund Mutual fund | Common Stocks | — | — | $1.0M | 1.8% | |
| Fidelity Us Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $602K | 1.1% | |
| American Beacon Small Cap Value Inv Fund Mutual fund | Common Stocks | — | — | $526K | 1.0% | |
| Fidelity Extended Market Index Fund Mutual fund | Common Collective Trusts | — | — | $471K | 0.9% | |
| SCHWAB INDEXED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $369K | 0.7% | |
| Fidelity Small Cap Growth Fund Mutual fund | Mutual Funds | — | — | $329K | 0.6% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $284K | 0.5% | |
| Vanguard Inflation Protection Admiral Fund Mutual fund | Mutual Funds | — | — | $80K | 0.1% | |
| Personal Choice Retirement Self-directed brokerage Account | Self-Directed Brokerage | — | — | $37K | <0.1% |
