Lilly Agnick signed Plan DO SEE America Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Plan DO SEE America Inc.'s EIN is 20-5416652.
Download the official 2024 Form 5500 (PDF) for Plan DO SEE America Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Plan DO SEE America 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK GLOBAL ALLOCATION R | Registered Investment Companies | — | — | $438K | 63.5% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $112K | 16.3% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $20K | 2.9% | |
| JANUS HEND TRITON R | Registered Investment Companies | — | — | $17K | 2.4% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $16K | 2.3% | |
| MACQUARIE INTL CORE EQ R | Registered Investment Companies | — | — | $14K | 2.0% | |
| MFS VALUE FUND - R2 | Registered Investment Companies | — | — | $12K | 1.8% | |
| JPMORGAN SMARTRETIRE 2055 - R2 | Registered Investment Companies | — | — | $11K | 1.5% | |
| JPMORGAN SMARTRET 2040 - R2 | Registered Investment Companies | — | — | $6K | 0.9% | |
| JPM SMARTRET 2030 - R2 | Registered Investment Companies | — | — | $6K | 0.9% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $5K | 0.7% | |
| PIMCO INCOME R | Registered Investment Companies | — | — | $5K | 0.7% | |
| THORNBURG LIMITED TERM INC -R3 | Registered Investment Companies | — | — | $4K | 0.5% | |
| JPMORGAN SMARTRET 2050 - R2 | Registered Investment Companies | — | — | $3K | 0.4% | |
| JPMORGAN SMARTRET 2045 - R2 | Registered Investment Companies | — | — | $3K | 0.4% | |
| JPMORGAN SMARTRET 2035 - R2 | Registered Investment Companies | — | — | $3K | 0.4% | |
| JPM SMARTRET 2020 - R2 | Registered Investment Companies | — | — | $3K | 0.4% | |
| JPM SMARTRET 2025 - R2 | Registered Investment Companies | — | — | $2K | 0.4% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $2K | 0.3% | |
| STATE US INFL PROT BD IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 363 | Common Collective Trust | — | — | $2K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
