Katherine Lundy signed DOKA USA, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DOKA USA, Ltd.'s EIN is 22-1866944.
Download the official 2024 Form 5500 (PDF) for DOKA USA, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DOKA USA, Ltd.'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 | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | INVESTMENT/FINANCIAL ADVI | $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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $7.4M | 17.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.9M | 11.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $4.4M | 10.3% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.9M | 9.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $3.7M | 8.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $2.9M | 6.9% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $2.6M | 6.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $2.5M | 5.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.8M | 4.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $1.4M | 3.2% | |
| T ROWE PRICE GROWTH STOCK I | Registered Investment Companies | — | — | $1000K | 2.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $896K | 2.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $813K | 1.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $793K | 1.9% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $646K | 1.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $645K | 1.5% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $521K | 1.2% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $370K | 0.9% | |
| FIDELITY TOTAL BOND K6 FUND | Registered Investment Companies | — | — | $182K | 0.4% | |
| MFS MID CAP VALUE FUND CT WILMINGTON TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $153K | 0.4% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $142K | 0.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $103K | 0.2% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $103K | 0.2% | |
| MFS MID CAP GROWTH FUND CT WILMINGTON TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $82K | 0.2% | |
| AMERICAN BEACON SM CP VL R6 | Registered Investment Companies | — | — | $37K | <0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $20K | <0.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $14K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | Pooled Separate Accounts | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
