Craig Caswell signed Advanced Digital Data, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advanced Digital Data, Inc.'s EIN is 22-1995565.
Download the official 2024 Form 5500 (PDF) for Advanced Digital Data, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advanced Digital Data, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KLSTLER-TIFFANY COMPANIES, LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMER FND GR FND OF AMERICA-R4 | Registered Investment Companies | — | — | $6.7M | 20.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $6.2M | 19.2% | |
| HARTFORD DIVIDEND & GROWTH -R4 | Registered Investment Companies | — | — | $3.3M | 10.2% | |
| TCW METWEST TOTAL RET BOND M | Registered Investment Companies | — | — | $1.7M | 5.1% | |
| AMERICAN FUNDS EURPAC GR FD-R4 | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| AMER CAP WORLD GRO & INC -R4 | Registered Investment Companies | — | — | $1.4M | 4.3% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $1.2M | 3.9% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $1.1M | 3.5% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $1.0M | 3.2% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $1.0M | 3.2% | |
| DODGE & COX GLOBAL BOND I | Registered Investment Companies | — | — | $980K | 3.0% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $890K | 2.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $742K | 2.3% | |
| BLK STRATEGIC INC OPP PRT INST | Registered Investment Companies | — | — | $614K | 1.9% | |
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $541K | 1.7% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $516K | 1.6% | |
| TRP INT US SM CAP CORE EQ I | Registered Investment Companies | — | — | $514K | 1.6% | |
| INVESCO DEV MARKETS - Y | Registered Investment Companies | — | — | $433K | 1.3% | |
| THORNBURG STRATEGIC INCOME R5 | Registered Investment Companies | — | — | $387K | 1.2% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $372K | 1.2% | |
| THORNBURG LIMITED TERM INC -R3 | Registered Investment Companies | — | — | $244K | 0.8% | |
| JPMORGAN US SMALL COMPANY A | Registered Investment Companies | — | — | $243K | 0.8% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $202K | 0.6% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $67K | 0.2% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $42K | 0.1% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $40K | 0.1% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $33K | 0.1% | |
| COHEN & STEERS GLOBAL REALTY I | Registered Investment Companies | — | — | $13K | <0.1% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $9K | <0.1% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-4232340 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $26K |
| — |
| CREATIVE PLANNING HOLDCO, LLC | 84-4519624 | — | INVESTMENT/FINANCIAL ADVI | $10K | — |
