Bernard Peloquin signed Davis-Standard, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davis-Standard, LLC's EIN is 20-2653604.
Download the official 2024 Form 5500 (PDF) for Davis-Standard, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davis-Standard, LLC'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 |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | — | CHICAGO, IL | NONE | $50K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Company Investments at fair value Mutual funds ** Fidelity Growth Company Fund Mutual Funds | Mutual Funds | — | — | $33.0M | 19.1% | |
| Investment at contract value, guaranteed investment contract * Massachusetts Mutual Life Insurance Fixed Interest | Stable Value | — | — | $22.7M | 13.1% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $19.7M | 11.4% | |
| T. ROWE PRICE RET BLEND 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $15.5M | 9.0% | |
| T. ROWE PRICE RET BLEND 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $10.8M | 6.2% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $8.4M | 4.8% | |
| T. ROWE PRICE RET BLEND 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $8.2M | 4.7% | |
| Dfa Global Equity I Mutual Funds | Mutual Funds | — | — | $7.8M | 4.5% | |
| T. ROWE PRICE RET BLEND 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $6.8M | 3.9% | |
| Dodge & Cox Stock X Mutual Funds | Mutual Funds | — | — | $5.8M | 3.4% | |
| Vanguard Explorer, Adm Mutual Funds | Mutual Funds | — | — | $5.5M | 3.2% | |
| T. ROWE PRICE RET BLEND 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $4.1M | 2.4% | |
| Pimco Income Instl Mutual Funds | Mutual Funds | — | — | $4.1M | 2.3% | |
| T. ROWE PRICE RET BLEND 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $3.7M | 2.2% | |
| T. ROWE PRICE RET BLEND 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $3.4M | 2.0% | |
| Loomis Sayles Invest Gd Bond Y Mutual Funds | Other securities | — | — | $3.3M | 1.9% | |
| T. ROWE PRICE RET BLEND 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.8% | |
| Allspring Spe Sm Cp Val R6 Mutual Funds | Other securities | — | — | $1.2M | 0.7% | |
| Fidelity Small Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.1M | 0.7% | |
| Fidelity US Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.1M | 0.6% | |
| T. ROWE PRICE RET BLEND 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-1011718 / PN 001 | Common Collective Trust | — | — | $464K | 0.3% | |
| Dfa Large Cap International I Mutual Funds | Mutual Funds | — | — | $331K | 0.2% | |
| Fidelity Government Mmkt Prm Mutual Funds | Mutual Funds | — | — | $218K | 0.1% | |
| Fidelity Total Intl Index Fund Mutual Funds | Common Collective Trusts | — | — | $126K | <0.1% | |
| T. ROWE PRICE RET BLEND 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $121K | <0.1% | |
| T. ROWE PRICE RET BLEND 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $120K | <0.1% | |
| T. ROWE PRICE RET BLEND 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| T. ROWE PRICE RET BLEND 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
