Anita Hunsberger signed DVL Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DVL Group, Inc.'s EIN is 23-2333687.
Download the official 2024 Form 5500 (PDF) for DVL Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DVL Group, Inc.'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $77K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Admiral FD 540 | Common Collective Trusts | — | — | $3.9M | 14.3% | |
| Wilmington Stable Value I1 | Stable Value | — | — | $3.0M | 10.7% | |
| GREAT GRAY COLLECTIVE INVESTMENT TR STABLE VALUE FUND I1 · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.0M | 10.7% | |
| LARGE CAP Large Cap Growth Fund | Other securities | — | — | $1.9M | 6.7% | |
| Vanguard Target Retirement Income 2030 | Mutual Funds | — | — | $1.4M | 4.9% | |
| Vanguard Target Retirement Income 2040 | Mutual Funds | — | — | $1.3M | 4.9% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.3M | 4.6% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.3M | 4.6% | |
| Great Gray Europacific Growth Trust I1 | Other securities | — | — | $1.2M | 4.3% | |
| Vanguard Windsor II Admiral Shares Fund | Mutual Funds | — | — | $1.2M | 4.3% | |
| Vanguard Target Retirement Income 2055 | Mutual Funds | — | — | $1.1M | 3.9% | |
| Vanguard Target Retirement Income 2035 | Mutual Funds | — | — | $1.1M | 3.8% | |
| Vanguard Target Retirement Income 2045 | Mutual Funds | — | — | $1.0M | 3.7% | |
| Vanguard Target Retirement Income 2025 | Mutual Funds | — | — | $966K | 3.5% | |
| Vanguard Health Care Index Admiral | Mutual Funds | — | — | $956K | 3.5% | |
| Vanguard Index Trust Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $890K | 3.2% | |
| Flexpath Eafe Equity Index CL R | Common Collective Trusts | — | — | $798K | 2.9% | |
| MID CAP Mid Cap Growth II I1 | Other securities | — | — | $750K | 2.7% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $583K | 2.1% | |
| Vanguard Target Retirement Income 2050 | Mutual Funds | — | — | $409K | 1.5% | |
| Vanguard Target Retirement Income 2070 31 Vanguard Wellington Admiral Fund | Mutual Funds | — | — | $396K | 1.4% | |
| MID CAP Small Cap Growth Fund FNII Class I1 | Other securities | — | — | $380K | 1.4% | |
| Great Gray Great Gray Small Cap Value Fund III | Other securities | — | — | $371K | 1.3% | |
| Fidelity Capital and Income | Mutual Funds | — | — | $328K | 1.2% | |
| Cohen & Steers Cohen & Steers Realty Shares Instl | Other securities | — | — | $220K | 0.8% | |
| Vanguard Target Retirement Income 2020 | Mutual Funds | — | — | $185K | 0.7% | |
| Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $138K | 0.5% | |
| Vanguard Mid Cap Value Index Admiral | Mutual Funds | — | — | $126K | 0.5% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $83K | 0.3% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $51K | 0.2% | |
| Vanguard Target Retirement Income 2060 | Mutual Funds | — | — | $48K | 0.2% | |
| Vanguard Target Retirement Income 2065 | Mutual Funds | — | — | $16K | <0.1% | |
| VANGUARD RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022 | Common Collective Trust | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
