Ashley Parker signed DM BURR Facilities Management in's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DM BURR Facilities Management in's EIN is 20-0217227.
Download the official 2024 Form 5500 (PDF) for DM BURR Facilities Management in from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DM BURR Facilities Management in'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TAYLOR & MORGAN, P.C. | 38-2401965 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $166K | 13.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $116K | 9.2% | |
| VANGUARD BAL IDX - ADM 130 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $98K | 7.8% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $94K | 7.4% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $93K | 7.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $80K | 6.3% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $74K | 5.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $73K | 5.7% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $59K | 4.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $55K | 4.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $46K | 3.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $44K | 3.5% | |
| VANGUARD WINDSOR FUND ADMIRAL | Registered Investment Companies | — | — | $32K | 2.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $22K | 1.7% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $13K | 1.0% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $9K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $734 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
