Swetha Mukkavilli signed Dynex Technologies, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dynex Technologies, Inc.'s EIN is 20-1729978.
Download the official 2024 Form 5500 (PDF) for Dynex Technologies, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dynex Technologies, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $17K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $4K | — |
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 | |||||
|---|---|---|---|---|---|---|
| NT COL S&P 500 IDX FD DC NL 4 NORTHEREN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $1.6M | 10.6% | |
| Northern Trust Collective S&P 500 Index Fund " | Common Collective Trusts | — | — | $1.6M | 10.6% | |
| HARBOR CAPITAL APPRECIATION CIT R HARBOR FUNDS · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $1.5M | 9.9% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $1.3M | 9.0% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $1.1M | 7.7% | |
| MFS MID CAP GROWTH FUND CT GREAT GRAY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $872K | 5.8% | |
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $861K | 5.8% | |
| MFS MID CAP VALUE FUND CT GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $799K | 5.3% | |
| MFS LARGE CAP VALUE CIT CL CT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $760K | 5.1% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $750K | 5.0% | |
| Northern Trust Collective S&P 400 Index Fund " | Common Collective Trusts | — | — | $745K | 5.0% | |
| NT COL S&P 400 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $745K | 5.0% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $648K | 4.3% | |
| GREAT GRAY TRUST EUROPACIFIC GROWTH GREAT GRAY · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $605K | 4.0% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $522K | 3.5% | |
| Northern Trust Collective ACWI Ex-US Fund DC-Non Lending Fund " | Common Collective Trusts | — | — | $462K | 3.1% | |
| NT ACWI EX US IMI FD DC NL TIER 4 NORTHEREN GLOBAL TRUST INVESTMENTS CITS · EIN 46-6138589 / PN 103 | Common Collective Trust | — | — | $462K | 3.1% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $355K | 2.4% | |
| FIAM CORE PLUS COMMINGLED POOL CLAS FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $321K | 2.1% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $266K | 1.8% | |
| Metropolitan West Total Return Bond Fund " ** 1 Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $265K | 1.8% | |
| American Beacon Small Cap Value Fund Mutual fund | Other securities | — | — | $265K | 1.8% | |
| Loomis Sayles Small Cap Growth Fund " | Other securities | — | — | $254K | 1.7% | |
| Vanguard Target Retirement 2070 Fund " | Mutual Funds | — | — | $210K | 1.4% | |
| NT AGG BOND INDEX FUND NL T4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $200K | 1.3% | |
| Northern Trust Collective Russell 2000 Index Fund " | Common Collective Trusts | — | — | $75K | 0.5% | |
| NT COL R2000 IDX FD DC NL 4 NORTHERN TRUST GLOBAL INVESTMENTS CITS · EIN 45-6138589 / PN 107 | Common Collective Trust | — | — | $75K | 0.5% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $67K | 0.4% | |
| Vanguard Target Retirement 2065 Fund " | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
