Jim McColigan signed DVCC, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DVCC, LLC's EIN is 23-0529060.
Download the official 2024 Form 5500 (PDF) for DVCC, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DVCC, LLC'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $92K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund N/A 72,285 (1) | Common Collective Trusts | — | — | $34.6M | 18.8% | |
| Vanguard Institutional Target Retirement 2030 Fund Mutual Fund N/A 374,747 (1) | Mutual Funds | — | — | $14.2M | 7.7% | |
| Guranteed investment option * Transamerica Guranteed Investment Option Guranteed Investment Option N/A (1) | Other securities | — | — | $11.2M | 6.1% | |
| Vanguard Small-Cap Index Fund Institutional Shares Mutual Fund N/A 86,932 (1) | Common Collective Trusts | — | — | $10.0M | 5.4% | |
| Vanguard Institutional Target Retirement 2040 Fund Mutual Fund N/A 218,502 (1) | Mutual Funds | — | — | $9.4M | 5.1% | |
| Vanguard Institutional Target Retirement 2050 Fund Mutual Fund N/A 187,694 (1) | Mutual Funds | — | — | $9.4M | 5.1% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shr Mutual Fund N/A 975,898 (1) | Common Collective Trusts | — | — | $9.3M | 5.0% | |
| Vanguard Institutional Target Retirement 2045 Fund Mutual Fund N/A 293,843 (1) | Mutual Funds | — | — | $8.7M | 4.7% | |
| Vanguard Mid-Cap Index Fund Institutional Shares Mutual Fund N/A 119,679 (1) | Common Collective Trusts | — | — | $8.6M | 4.7% | |
| Vanguard Institutional Target Retirement 2025 Fund Mutual Fund N/A 425,316 (1) | Mutual Funds | — | — | $7.9M | 4.3% | |
| Vanguard Equity Income Fund Admiral Shares Mutual Fund N/A 88,442 (1) | Mutual Funds | — | — | $7.8M | 4.2% | |
| Vanguard Institutional Target Retirement 2055 Fund Mutual Fund N/A 112,193 (1) | Mutual Funds | — | — | $6.2M | 3.4% | |
| Vanguard Institutional Target Retirement 2060 Fund Mutual Fund N/A 79,001 (1) | Mutual Funds | — | — | $4.0M | 2.2% | |
| Vanguard Wellington Fund Admiral Shares Mutual Fund N/A 48,245 (1) | Mutual Funds | — | — | $3.6M | 1.9% | |
| Vanguard Institutional Target Retirement 2020 Fund Mutual Fund N/A 127,476 (1) | Mutual Funds | — | — | $3.4M | 1.8% | |
| Vanguard Institutional Target Retirement 2065 Fund Mutual Fund N/A 71,592 (1) | Mutual Funds | — | — | $2.4M | 1.3% | |
| Notes receivable from participants Loans N/A 4.25% - 10.50% Various - | Bonds / Notes | — | — | $2.1M | 1.1% | |
| Vanguard Target Retire Income Mutual Fund N/A 117,732 (1) | Mutual Funds | — | — | $1.5M | 0.8% | |
| Money market funds Vanguard Cash Reserves Federal MM Fund Admiral Shares Money Market Fund N/A 1,411,172 (1) | Mutual Funds | — | — | $1.4M | 0.8% | |
| Vanguard Institutional Target Retirement 2070 Fund Mutual Fund N/A 4,688 (1) | Mutual Funds | — | — | $125K | <0.1% | |
| VANGUARD RETMENT SAVINGS TRUST III VANGUARD · EIN 23-2186884 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
