Theresa Cashin signed DLB Associates Consulting Engineers, PC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DLB Associates Consulting Engineers, PC's EIN is 22-3253849.
Download the official 2024 Form 5500 (PDF) for DLB Associates Consulting Engineers, PC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DLB Associates Consulting Engineers, PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $95K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| American Century Growth Fund Mutual Funds | Other securities | — | — | $6.6M | 10.9% | |
| Investment Trust, Series 25053 * Self-Directed Brokerage Account Other investments | Self-Directed Brokerage | — | — | $5.7M | 9.3% | |
| Vanguard Target Retirement 2030 Fund Mutual Funds | Mutual Funds | — | — | $5.1M | 8.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Funds | Mutual Funds | — | — | $4.8M | 7.8% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $4.5M | 7.3% | |
| Vanguard Equity Income Fund Mutual Funds | Mutual Funds | — | — | $3.9M | 6.4% | |
| Reliance Trust Company Stable Value Collective Common Collective Trust | Stable Value | — | — | $3.3M | 5.4% | |
| METLIFE SV FD SER 25053 CL 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $3.3M | 5.4% | |
| American Funds EUPAC R6 Fund Mutual Funds | Mutual Funds | — | — | $2.9M | 4.8% | |
| Fidelity Small Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $2.6M | 4.2% | |
| Vanguard Target Retirement 2060 Fund Mutual Funds | Mutual Funds | — | — | $1.9M | 3.1% | |
| Fidelity Mid Cap Index Fund Mutual Funds | Common Collective Trusts | — | — | $1.8M | 2.9% | |
| Vanguard Target Retirement 2055 Fund Mutual Funds | Mutual Funds | — | — | $1.7M | 2.8% | |
| Thornburg Strategic Income Fund Mutual Funds | Other securities | — | — | $1.7M | 2.8% | |
| Vanguard Target Retirement 2045 Fund Mutual Funds | Mutual Funds | — | — | $1.5M | 2.5% | |
| Vanguard Target Retirement 2040 Fund Mutual Funds | Mutual Funds | — | — | $1.4M | 2.3% | |
| Vanguard Target Retirement 2065 Fund Mutual Funds | Mutual Funds | — | — | $1.2M | 2.0% | |
| Delaware Ivy Mid Cap Growth Fund Mutual Funds | Other securities | — | — | $1.1M | 1.9% | |
| Vanguard Target Retirement Income Fund Mutual Funds | Mutual Funds | — | — | $1.0M | 1.7% | |
| Vanguard Target Retirement 2035 Fund Mutual Funds | Mutual Funds | — | — | $1.0M | 1.6% | |
| Vanguard Target Retirement 2020 Fund Mutual Funds | Mutual Funds | — | — | $957K | 1.6% | |
| American Beacon Small Cap Value Fund Mutual Funds | Other securities | — | — | $950K | 1.6% | |
| Columbia Select Mid Cap Value Fund Mutual Funds | Other securities | — | — | $902K | 1.5% | |
| Fidelity Total International Index Fund Mutual Funds | Common Collective Trusts | — | — | $874K | 1.4% | |
| Vanguard Target Retirement 2025 Fund Mutual Funds | Mutual Funds | — | — | $874K | 1.4% | |
| Principal Real Estate Securities Fund Mutual Funds | Other securities | — | — | $854K | 1.4% | |
| Fidelity US Bond Index Mutual Funds | Mutual Funds | — | — | $559K | 0.9% | |
| Notes receivable from participants Maturing 2025 to 2029 at an interest rate $- | Other securities | — | — | $523K | 0.9% | |
| Natixis Loomis Sayles Core Plus Bond Fund Mutual Funds | Other securities | — | — | $472K | 0.8% | |
| Fidelity Inflation Protected Bond Index Fund Mutual Funds | Common Collective Trusts | — | — | $397K | 0.6% | |
| Vanguard Target Retirement 2070 Fund Mutual Funds | Mutual Funds | — | — | $81K | 0.1% | |
| (E) | Other securities | — | — | $81K | 0.1% | |
| (E) | Other securities | — | — | $17K | <0.1% | |
| Hood River Small-Cap Growth Fund Mutual Funds | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP | 86-1109193 | — | INVESTMENT ADVISORY | $0 | — |
