Karen Robinson signed DASH Markets Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DASH Markets Inc.'s EIN is 16-0928497.
Download the official 2024 Form 5500 (PDF) for DASH Markets Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DASH Markets Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| DEFINITI LLC | — | ERIE, PA | TPA/RECORDKEEPER | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWEST BANK | — | ERIE, PA | TRUSTEE | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| RETIREMENT DATE TRUST AMERICAN CENTURY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $2.6M | 58.8% | |
| American Century One Choice 2025 I Collective Trust Fund | Common Collective Trusts | — | — | $726K | 16.3% | |
| American Century One Choice 2045 I Collective Trust Fund | Common Collective Trusts | — | — | $644K | 14.4% | |
| T. Rowe Price Blue Chip Growth Mutual Fund | Other securities | — | — | $622K | 14.0% | |
| American Century One Choice In Ret I Collective Trust Fund | Common Collective Trusts | — | — | $470K | 10.5% | |
| American Century One Choice 2035 I Collective Trust Fund | Common Collective Trusts | — | — | $353K | 7.9% | |
| American Century One Choice 2055 Collective Trust Fund | Common Collective Trusts | — | — | $288K | 6.4% | |
| Vanguard 500 Index Admiral Mutual Fund | Common Collective Trusts | — | — | $273K | 6.1% | |
| Diamond Hill Large Cap Y Mutual Fund | Other securities | — | — | $185K | 4.1% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $169K | 3.8% | |
| Federated Hermes Total Return Bond IS Mutual Fund | Other securities | — | — | $126K | 2.8% | |
| T Rowe Price Integrated US Small-Cap Growth Equity Inv Mutual Fund | Mutual Funds | — | — | $124K | 2.8% | |
| Harding Loevner International Eq Instl Mutual Fund | Other securities | — | — | $99K | 2.2% | |
| Vanguard Total Stock Mkt Idx Adm Mutual Fund | Common Collective Trusts | — | — | $72K | 1.6% | |
| Victory Sycamore Established Value R6 Mutual Fund | Other securities | — | — | $54K | 1.2% | |
| Undiscovered Managers Behavioral Val L Mutual Fund | Other securities | — | — | $52K | 1.2% | |
| American Century One Choice 2060 I Collective Trust Fund | Common Collective Trusts | — | — | $40K | 0.9% | |
| Federated Hermes Prime Cash Oblig WS Money Market Fund | Cash / Money Market | — | — | $35K | 0.8% | |
| American Century One Choice 2065 I Collective Trust Fund | Common Collective Trusts | — | — | $31K | 0.7% | |
| American Century One Choice 2040 I Collective Trust Fund | Common Collective Trusts | — | — | $27K | 0.6% | |
| American Century One Choice 2030 I Collective Trust Fund | Common Collective Trusts | — | — | $24K | 0.5% | |
| American Century One Choice 2050 I Collective Trust Fund | Common Collective Trusts | — | — | $19K | 0.4% | |
| Vanguard Short-Term Investment-Grade Adm Mutual Fund | Mutual Funds | — | — | $12K | 0.3% | |
| Participant Loans Maturing through April 2027 $0 | Participant loans | — | — | $9K | 0.2% | |
| JPMorgan Emerging Markets Equity Fund CI L Mutual Fund | Other securities | — | — | $7K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.