LISA Courtemanche signed Datron World Communications, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Datron World Communications, Inc.'s EIN is 20-0628141.
Download the official 2023 Form 5500 (PDF) for Datron World Communications, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Datron World Communications, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $30K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| STATE ST TR 2020 K Mutual fund - | Other securities | — | — | $2.2M | 15.8% | |
| STATE ST TR 2035 K Mutual fund - | Other securities | — | — | $1.9M | 13.5% | |
| STATE ST TR 2025 K Mutual fund - | Other securities | — | — | $1.5M | 10.9% | |
| NYL ANCHOR ACCOUNT Pooled separate account - | Pooled Separate Accounts | — | — | $1.4M | 9.6% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $1.3M | 9.5% | |
| STATE ST TR 2030 K Mutual fund - | Other securities | — | — | $1.3M | 8.9% | |
| STATE ST TR 2040 K Mutual fund - | Other securities | — | — | $1.1M | 7.8% | |
| STATE ST TR 2045 K Mutual fund - | Other securities | — | — | $1.0M | 7.2% | |
| FID 500 INDEX Mutual fund - | Common Collective Trusts | — | — | $885K | 6.3% | |
| FID US BOND IDX Mutual fund - | Common Collective Trusts | — | — | $514K | 3.6% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $394K | 2.8% | |
| STATE ST TR INC K Mutual fund - | Common Stocks | — | — | $349K | 2.5% | |
| GS CORE FIXED INC IS Mutual fund - | Common Stocks | — | — | $259K | 1.8% | |
| DODGE & COX INTL STK I Mutual fund - | Mutual Funds | — | — | $221K | 1.6% | |
| FID MID CAP IDX Mutual fund - | Common Collective Trusts | — | — | $166K | 1.2% | |
| MFS MID CAP VALUE R3 Mutual fund - | Mutual Funds | — | — | $163K | 1.2% | |
| FID INTL INDEX Mutual fund - | Mutual Funds | — | — | $139K | 1.0% | |
| M&N DSPL VALUE U EXETER TRUST COMPANY · EIN 02-0476209 / PN 059 | Common Collective Trust | — | — | $132K | 0.9% | |
| STATE ST TR 2050 K Mutual fund - | Other securities | — | — | $100K | 0.7% | |
| Notes receivable from participants Interest rates at 4.25% to 9.50% - | Bonds / Notes | — | — | $91K | 0.6% | |
| J H GROWTH & INC N Mutual fund - | Common Stocks | — | — | $89K | 0.6% | |
| INVS DISC MDCP GR R6 Mutual fund - | Other securities | — | — | $71K | 0.5% | |
| TRP QM US SMCP GR I Mutual fund - | Other securities | — | — | $48K | 0.3% | |
| FID SM CAP IDX Mutual fund - | Common Collective Trusts | — | — | $42K | 0.3% | |
| JPM SM CAP VALUE R6 Mutual fund - | Other securities | — | — | $23K | 0.2% | |
| STATE ST TR 2055 K Mutual fund - | Other securities | — | — | $19K | 0.1% | |
| STATE ST TR 2060 K Mutual fund - | Other securities | — | — | $17K | 0.1% | |
| FID GOVT MMKT Money market fund - | Mutual Funds | — | — | $1K | <0.1% |
