Jason BUSH signed Diakonos Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diakonos Group, LLC's EIN is 16-1649197.
Download the official 2024 Form 5500 (PDF) for Diakonos Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Diakonos Group, 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 |
|---|---|---|---|---|---|
| CAPITAL BANK AND TRUST COMPANY | 95-6817943 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRISTAR PENSION LTD | 75-1553813 | — | TPA | $69K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds * 2040 target Date Retirement Fund-R3 | Mutual Funds | — | — | $355K | 21.3% | |
| 2050 target Date Retirement Fund-R3 | Other securities | — | — | $312K | 18.7% | |
| 2035 target Date Retirement Fund-R3 | Other securities | — | — | $239K | 14.3% | |
| 2030 target Date Retirement Fund-R3 | Other securities | — | — | $190K | 11.4% | |
| 2045 target Date Retirement Fund-R3 | Other securities | — | — | $185K | 11.1% | |
| 2025 target Date Retirement Fund-R3 | Other securities | — | — | $120K | 7.2% | |
| 2060 target Date Retirement Fund-R3 | Other securities | — | — | $78K | 4.7% | |
| 2020 target Date Retirement Fund-R3 | Other securities | — | — | $63K | 3.8% | |
| 2065 target Date Retirement Fund-R3 | Other securities | — | — | $31K | 1.8% | |
| 2055 target Date Retirement Fund-R3 | Other securities | — | — | $29K | 1.7% | |
| Growth Portfolio-R3 | Other securities | — | — | $14K | 0.8% | |
| 2015 target Date Retirement Fund-R3 | Other securities | — | — | $13K | 0.8% | |
| American Mutual Fund-R3 | Other securities | — | — | $9K | 0.6% | |
| Fundamental Investors-R3 | Other securities | — | — | $9K | 0.6% | |
| U.S. Government Money Market Fund-R3 | Cash / Money Market | — | — | $9K | 0.6% | |
| The Growth Fund of America-R3 | Other securities | — | — | $3K | 0.2% | |
| The Income Fund of America-R3 | Other securities | — | — | $3K | 0.2% | |
| American Balanced Fund-R3 | Other securities | — | — | $2K | 0.1% | |
| 2010 target Date Retirement Fund-R3 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
