Computer Design & Integration LLC's EIN is 13-3823827.
Download the official 2024 Form 5500 (PDF) for Computer Design & Integration LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Computer Design & Integration LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANNED RETIREMENT CONSULTANTS & AD | 45-4208939 | — | RECORDKEEPER | $5K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| participants with maturity dates through 2029 - | Other securities | — | — | $61.2M | 50.0% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $9.4M | 7.6% | |
| Nuveen Lifecycle Index 2045 R6 - | Mutual Funds | — | — | $7.9M | 6.4% | |
| Nuveen Lifecycle Index 2040 R6 - | Mutual Funds | — | — | $5.6M | 4.6% | |
| Nuveen Lifecycle Index 2050 R6 - | Mutual Funds | — | — | $5.1M | 4.2% | |
| Nuveen Lifecycle Index 2055 R6 - | Mutual Funds | — | — | $4.2M | 3.4% | |
| JP Morgan Large Cap Growth R6 - | Mutual Funds | — | — | $3.0M | 2.4% | |
| MFS International Growth R6 - | Mutual Funds | — | — | $2.9M | 2.4% | |
| Vanguard Growth Index Fund - | Common Collective Trusts | — | — | $2.4M | 2.0% | |
| Nuveen Lifecycle Index 2035 R6 - | Mutual Funds | — | — | $2.4M | 1.9% | |
| Vanguard Mid-Cap Index Admiral Fund - | Mutual Funds | — | — | $2.0M | 1.7% | |
| Nuveen Core Bond R6 - | Mutual Funds | — | — | $1.9M | 1.5% | |
| American Balanced Fund - | Other securities | — | — | $1.7M | 1.4% | |
| Vanguard Small-Cap Index Admiral Fund - | Mutual Funds | — | — | $1.7M | 1.4% | |
| American New Perspective Fund - | Other securities | — | — | $1.6M | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund - | Common Collective Trusts | — | — | $1.6M | 1.3% | |
| Nuveen Lifecycle Index 2060 R6 - | Mutual Funds | — | — | $1.4M | 1.2% | |
| MFS Value Fund - | Mutual Funds | — | — | $1.4M | 1.2% | |
| Nuveen Lifecycle Index 2030 R6 - | Mutual Funds | — | — | $1.3M | 1.1% | |
| Guaranteed Investment Contract * Transamerica Stable fund - | Mutual Funds | — | — | $989K | 0.8% | |
| JP Morgan Chase US Equity Fund - | Other securities | — | — | $800K | 0.7% | |
| Nuveen Lifecycle Index 2025 R6 - | Mutual Funds | — | — | $517K | 0.4% | |
| American Century Mid-Cap Value Fund - | Other securities | — | — | $417K | 0.3% | |
| Notes receivable from Interest rates ranging from 5.25%-10.5% - | Bonds / Notes | — | — | $329K | 0.3% | |
| Nuveen Lifecycle Index RET - | Mutual Funds | — | — | $319K | 0.3% | |
| Nuveen Lifecycle Index 2065 R6 - | Mutual Funds | — | — | $276K | 0.2% | |
| Nuveen Lifecycle Index 2020 R6 - | Mutual Funds | — | — | $31K | <0.1% | |
| Nuveen Lifecycle Index 2010 R6 - | Mutual Funds | — | — | $2K | <0.1% | |
| CONTRACT SEPARATE ACCOUNTS TRANSAMERICA RETIREMENT SOLUTIONS, · EIN 36-6071399 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 20-1409613 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $1K |
| — |
