Kaitlin Lee signed The Doyle Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Doyle Group, Inc.'s EIN is 16-1114811.
Download the official 2024 Form 5500 (PDF) for The Doyle Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Doyle Group, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISCHER INVESTMENT GROUP, INC | 16-1290741 | — | INVESTMENT/FINANCIAL ADVI | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.4M | 20.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $835K | 12.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $770K | 11.1% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $677K | 9.8% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $659K | 9.5% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $584K | 8.4% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $437K | 6.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $308K | 4.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $224K | 3.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $199K | 2.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $124K | 1.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $110K | 1.6% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $99K | 1.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $81K | 1.2% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $76K | 1.1% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $74K | 1.1% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $68K | 1.0% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
