Meredith McCaskey signed D & M Contracting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D & M Contracting, Inc.'s EIN is 25-1803176.
Download the official 2024 Form 5500 (PDF) for D & M Contracting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)D & M Contracting, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 11-3665754 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | INVESTMENT ADVISOR | $41K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard LifeStrategy Moderate Gr Inv | Mutual Funds | — | — | $2.2M | 24.4% | |
| Vanguard LifeStrategy Growth Inv | Mutual Funds | — | — | $1.3M | 14.2% | |
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $1.2M | 13.2% | |
| Vanguard Interm-Term Invst Grade Adm | Mutual Funds | — | — | $588K | 6.5% | |
| TCW Core Fixed Income I | Other securities | — | — | $566K | 6.3% | |
| Vanguard Windsor II Adm | Mutual Funds | — | — | $521K | 5.8% | |
| Victory Pioneer Fundamental Growth R6 | Other securities | — | — | $396K | 4.4% | |
| . Vanguard Developed Mkts Index Adm | Mutual Funds | — | — | $314K | 3.5% | |
| PIMCO Real Return Instl | Mutual Funds | — | — | $298K | 3.3% | |
| Vanguard Cash Reserves Federal MM Inv | Mutual Funds | — | — | $231K | 2.6% | |
| Participants Participant Loans Rates from 4.50% to 10.50% | Bonds / Notes | — | — | $205K | 2.3% | |
| Vanguard Short-Term Federal Adm | Mutual Funds | — | — | $186K | 2.1% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $179K | 2.0% | |
| Victory Capital Victory Sycamore Small Comp Opport I | Other securities | — | — | $179K | 2.0% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares Instl | Other securities | — | — | $153K | 1.7% | |
| Vanguard Small-Cap Index Adm | Mutual Funds | — | — | $144K | 1.6% | |
| Vanguard LifeStrategy Consv Growth Inv | Mutual Funds | — | — | $135K | 1.5% | |
| Nicholas Limited Edition I | Other securities | — | — | $127K | 1.4% | |
| MFS Research International R6 | Mutual Funds | — | — | $110K | 1.2% |
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 |
|---|---|---|---|---|---|
| M2B RETIREMENT CONSULTING LLC | 81-3989034 | WEXFORD, PA | THIRD PARTY ADMIN | $5K | — |
