Matthew Miller signed DUIT Holdings' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DUIT Holdings' EIN is 20-8138544.
Download the official 2024 Form 5500 (PDF) for DUIT Holdings from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DUIT Holdings' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PARK AVENUE SECURITIES | 13-4023176 | — | ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| and Money Market Mutual Funds * FA Freedom 2030 | Mutual Funds | — | $160K | $2.3M | 21.3% | |
| FA Freedom 2035 | Other securities | — | $123K | $1.8M | 16.9% | |
| FA Freedom 2025 | Other securities | — | $73K | $923K | 8.6% | |
| FA Freedom 2050 | Other securities | — | $55K | $742K | 6.9% | |
| FA Freedom 2040 | Other securities | — | $39K | $642K | 6.0% | |
| FA Freedom 2020 | Other securities | — | $53K | $624K | 5.8% | |
| First Eagle Global | Other securities | — | $9K | $599K | 5.6% | |
| FA Freedom 2045 | Other securities | — | $32K | $432K | 4.0% | |
| FA Freedom 2010 | Other securities | — | $30K | $315K | 2.9% | |
| FA New Insights | Other securities | — | $6K | $239K | 2.2% | |
| Victory Sycamore Established Value | Other securities | — | $5K | $220K | 2.1% | |
| PGIM Jennison Mid-Cap | Other securities | — | $13K | $194K | 1.8% | |
| FA Freedom 2055 | Other securities | — | $12K | $177K | 1.7% | |
| Lord Abbett Fundamental Equity | Mutual Funds | — | $12K | $177K | 1.7% | |
| Notes Receivable From Participants Various plan participants; 4.25% to 9.50% interest rates; maturing through January 2030 | Bonds / Notes | — | — | $149K | 1.4% | |
| INVS Develop Mkt | Other securities | — | $4K | $149K | 1.4% | |
| IS S&P 500 IDX 200 | Common Collective Trusts | — | — | $137K | 1.3% | |
| Columbia Mid-Cap Index | Other securities | — | $7K | $101K | 0.9% | |
| Columbia Large-Cap Index | Other securities | — | $2K | $95K | 0.9% | |
| BlackRock Health Sciences Opps | Other securities | — | $1K | $88K | 0.8% | |
| BlackRock Energy Opps | Other securities | — | $6K | $81K | 0.8% | |
| Calamos Growth | Other securities | — | $2K | $76K | 0.7% | |
| VRS Value | Other securities | — | $2K | $61K | 0.6% | |
| FA Equity Income | Other securities | — | $2K | $60K | 0.6% | |
| Pioneer Mid-Cap | Other securities | — | $2K | $57K | 0.5% | |
| BlackRock Equity Dividend | Other securities | — | $3K | $48K | 0.5% | |
| Columbia Small-Cap Index | Other securities | — | $2K | $48K | 0.4% | |
| VRS Sci & Tech | Other securities | — | $2K | $41K | 0.4% | |
| Templeton Foreign | Mutual Funds | — | $5K | $39K | 0.4% | |
| FA Freedom 2060 | Other securities | — | $2K | $29K | 0.3% | |
| MFS International Intrinsic Value 646 | Mutual Funds | — | — | $23K | 0.2% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | $21K | $21K | 0.2% | |
| FA Freedom 2065 | Other securities | — | $1K | $13K | 0.1% | |
| FA Capital & Income | Other securities | — | $1K | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
