Jonathan Wigser signed DLC Management Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DLC Management Corporation's EIN is 13-3618297.
Download the official 2024 Form 5500 (PDF) for DLC Management Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DLC Management Corporation's plan includes a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORNICK, GARBER AND SANDLER, LLC | 13-2620561 | — | ACCOUNTANT/AUDITOR | $24K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX " | Common Collective Trusts | — | — | $2.5M | 17.0% | |
| FID FREEDOM 2050 K " | Mutual Funds | — | — | $1.5M | 10.2% | |
| FID BLUE CHIP GR " | Mutual Funds | — | — | $954K | 6.5% | |
| FID FREEDOM 2035 K " | Mutual Funds | — | — | $905K | 6.2% | |
| FID FREEDOM 2060 K " | Mutual Funds | — | — | $835K | 5.7% | |
| FID FREEDOM 2045 K " | Mutual Funds | — | — | $819K | 5.6% | |
| FID FREEDOM 2030 K " | Mutual Funds | — | — | $812K | 5.6% | |
| VOLATILITY SHS TRUST 2X BITCOIN STRATEGY " | Common Stocks | — | — | $738K | 5.1% | |
| FID FREEDOM 2055 K " | Mutual Funds | — | — | $652K | 4.5% | |
| FID FREEDOM 2040 K " | Mutual Funds | — | — | $436K | 3.0% | |
| FID FREEDOM 2025 K " | Mutual Funds | — | — | $386K | 2.6% | |
| FID VALUE " | Mutual Funds | — | — | $338K | 2.3% | |
| FID FREEDOM 2065 K " | Mutual Funds | — | — | $312K | 2.1% | |
| BR ADV SC CORE INST Mutual funds | Other securities | — | — | $243K | 1.7% | |
| FID STKSEL LGCAP VAL " | Mutual Funds | — | — | $213K | 1.5% | |
| AS SPL MID CP VAL IS " | Other securities | — | — | $210K | 1.4% | |
| FID FREEDOM 2020 K " | Mutual Funds | — | — | $201K | 1.4% | |
| FID INTL INDEX " | Mutual Funds | — | — | $197K | 1.3% | |
| FID TOTAL BOND " | Mutual Funds | — | — | $196K | 1.3% | |
| FID SEL HEALTHCARE " | Mutual Funds | — | — | $182K | 1.2% | |
| FID EMERGING MKTS " | Mutual Funds | — | — | $153K | 1.0% | |
| FID SEL SOFTWARE " | Mutual Funds | — | — | $148K | 1.0% | |
| ISHARES TR S&P 500 INDEX FD " | Common Collective Trusts | — | — | $108K | 0.7% | |
| FID WORLDWIDE " | Mutual Funds | — | — | $106K | 0.7% | |
| FID REAL ESTATE INVS " | Mutual Funds | — | — | $105K | 0.7% | |
| Notes receivable from participants Interest at 5.50% - 8.50% per year | Bonds / Notes | — | — | $98K | 0.7% | |
| ISHARES TRUST CORE MSCI EAFE ETF " | Other securities | — | — | $96K | 0.7% | |
| ISHARES TRUST S&P SMALLCAP 600 INDEX " | Other securities | — | — | $91K | 0.6% | |
| AS SPL SM CP VAL ADM " | Other securities | — | — | $90K | 0.6% | |
| ISHARES TR S&P MIDCAP 400 INDEX FD " | Other securities | — | — | $90K | 0.6% | |
| TRP INTL VALUE EQ " | Other securities | — | — | $90K | 0.6% | |
| ISHARES INC CORE MSCI EMERGING MKTS " | Common Stocks | — | — | $89K | 0.6% | |
| FID OVERSEAS K " | Mutual Funds | — | — | $73K | 0.5% | |
| FID BALANCED " | Mutual Funds | — | — | $72K | 0.5% | |
| Brokerage Unit Mutual funds * CALAMOS ETF TRUST CEF INCOME " | Other securities | — | — | $50K | 0.3% | |
| AM CENT SMCAP VAL R6 " | Other securities | — | — | $41K | 0.3% | |
| AB SM CAP GRTH A " | Other securities | — | — | $39K | 0.3% | |
| WISDOMTREE TR BIOREVOLUTION FD " | Other securities | — | — | $37K | 0.3% | |
| FID INTL DISCOVERY " | Mutual Funds | — | — | $29K | 0.2% | |
| NEW YORK CMNTY BANCORP INC COM NEW Common Stock | Common Stocks | — | — | $25K | 0.2% | |
| CB SMALL CAP I " | Other securities | — | — | $23K | 0.2% | |
| PGIM HIGH YIELD R6 " | Other securities | — | — | $21K | 0.1% | |
| MFS MID CAP GRTH R3 " | Mutual Funds | — | — | $20K | 0.1% | |
| MFS MID CAP VALUE R3 " | Mutual Funds | — | — | $20K | 0.1% | |
| FID FREEDOM 2015 K " | Mutual Funds | — | — | $19K | 0.1% | |
| ETF OPPORTUNITIES TR T REX 2X LONG MSTR " | Other securities | — | — | $14K | <0.1% | |
| FID EUROPE " | Mutual Funds | — | — | $10K | <0.1% | |
| WA INFL IDX PL BD I " | Common Collective Trusts | — | — | $9K | <0.1% | |
| PIF SMALL CAP R5 " | Other securities | — | — | $8K | <0.1% | |
| PERMIAN RESOURCES CORP CLASS A COM Common Stock | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
