Richard Dimarco signed The Dimarco Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Dimarco Group, LLC's EIN is 16-1601728.
Download the official 2024 Form 5500 (PDF) for The Dimarco Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Dimarco Group, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL - RP | — | SAN DIEGO, CA | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $6.0M | 13.4% | |
| Vanguard Federal Money Market Fund Mutual Fund | Mutual Funds | — | — | $4.0M | 8.9% | |
| Vanguard Target Retirement 2035 INV Mutual Fund | Mutual Funds | — | — | $3.8M | 8.6% | |
| Vanguard Target Retirement 2045 INV Mutual Fund | Mutual Funds | — | — | $3.8M | 8.5% | |
| Fidelity Advisor Growth Opportunities Fund Mutual Fund | Mutual Funds | — | — | $2.9M | 6.6% | |
| Vanguard Target Retirement 2025 INV Mutual Fund | Mutual Funds | — | — | $2.9M | 6.4% | |
| Vanguard Target Retirement 2040 INV Mutual Fund | Mutual Funds | — | — | $2.3M | 5.1% | |
| Vanguard Target Retirement 2030 INV Mutual Fund | Mutual Funds | — | — | $2.2M | 4.9% | |
| American Funds American Mutual Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $2.2M | 4.9% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $2.1M | 4.6% | |
| Vanguard Developed Markets Index Fund Mutual Fund | Common Collective Trusts | — | — | $1.8M | 4.1% | |
| Vanguard Target Retirement 2050 INV Mutual Fund | Mutual Funds | — | — | $1.8M | 4.0% | |
| Vanguard Target Retirement 2055 INV Mutual Fund | Mutual Funds | — | — | $1.1M | 2.5% | |
| ISHARES RUSSELL 2000 SMALL-CAP IDX BLACKROCK · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.1M | 2.4% | |
| Victory Core Plus Intermediate Bond R6 Mutual Fund | Other securities | — | — | $971K | 2.2% | |
| iShares Russell Mid-Cap Index Fund Class K Mutual Fund | Common Collective Trusts | — | — | $785K | 1.8% | |
| Vanguard Target Retirement 2065 INV Mutual Fund | Mutual Funds | — | — | $711K | 1.6% | |
| Vanguard Target Retirement 2060 INV Mutual Fund | Mutual Funds | — | — | $705K | 1.6% | |
| Vanguard Target Retirement 2020 INV Mutual Fund | Mutual Funds | — | — | $531K | 1.2% | |
| American Funds American Balanced Fund Class R-6 Mutual Fund | Mutual Funds | — | — | $466K | 1.0% | |
| Invesco EQV Emerging Markets All Cap Fd Mutual Fund | Mutual Funds | — | — | $459K | 1.0% | |
| VANGUARD INTERNATIONAL GROWTH ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $435K | 1.0% | |
| maturing at various dates through December 2029 | Other securities | — | — | $340K | 0.8% | |
| PGIM High Yield Fund- Class R6 Mutual Fund | Other securities | — | — | $273K | 0.6% | |
| DFA INFLATION-PROTECTED SECURITIES DIMENSIONAL FUND ADVISORS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $248K | 0.6% | |
| MASSMUTUAL SMALL CAP OPPS I MASSMUTUAL · EIN 90-0778283 / PN 000 | Pooled Separate Account | — | — | $222K | 0.5% | |
| Vanguard Target Retirement Income Mutual Fund | Mutual Funds | — | — | $166K | 0.4% | |
| PIMCO INCOME INSTL PIMCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $112K | 0.2% | |
| Vanguard Lifestrategy Growth Fund Mutual Fund | Mutual Funds | — | — | $89K | 0.2% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | Other securities | — | — | $68K | 0.2% | |
| DFA Real Estate Securities Portfolio Mutual Fund | Mutual Funds | — | — | $50K | 0.1% | |
| VANGUARD WELLESLEY INCOME ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $45K | <0.1% | |
| iShares U.S. Aggregate Bond Index Fund Class K Mutual Fund | Common Collective Trusts | — | — | $21K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MODERN WEALTH HOLDINGS LLC | — | LENEXA, KS | CONTRACT ADMIN | $53K | — |
| ENHANCED RETIREMENT SOLUTIONS | — | ROCHESTER, NY | TPA | $2K | — |
