Larry Sandifer signed DLS Investments, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DLS Investments, Inc.'s EIN is 20-0868012.
Download the official 2024 Form 5500 (PDF) for DLS Investments, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DLS Investments, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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.
| % of plan | |||
|---|---|---|---|
| PUTNAM SMALL CAP GROWTH CL R AST WILMINGTON TRUST · EIN 86-1846156 / PN 677 | Common Collective Trust | $267K | 44.0% |
| AMERICAN CENTURY RET HYBRID 2025 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 081 | Common Collective Trust | $115K | 19.0% |
| PUTNAM LARGE CAP VALUE TRUST 1 PUTNAM INVESTMENTS CIT · EIN 82-3639536 / PN 275 | Common Collective Trust | $92K | 15.2% |
| AMERICAN CENTURY RET HYBRID 2035 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 083 | Common Collective Trust | $64K | 10.6% |
| AMERICAN CENTURY RET HYBRID 2045 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 085 | Common Collective Trust | $26K | 4.2% |
| AMERICAN CENTURY RET HYBRID 2030 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 082 | Common Collective Trust | $24K | 3.9% |
| AMERICAN CENTURY RET HYBRID 2050 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 086 | Common Collective Trust | $16K | 2.6% |
| AMERICAN CENTURY RET HYBRID 2055 TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 087 | Common Collective Trust | $2K | 0.4% |
| AMERICAN CENTURY RET HYBRID 2060TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 088 | Common Collective Trust | $217 | <0.1% |
| AMERICAN CENTURY RET HYBRID 2040TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 084 | Common Collective Trust | $46 | <0.1% |
| AMERICAN CENTURY RET HYBRID 2065TR BENEFIT PLANS ADMIN SERVICES COLLECTIVE TRUSTS · EIN 83-6699605 / PN 089 | Common Collective Trust | $46 | <0.1% |
