Diploma Holdings, Inc.'s EIN is 25-1817924.
Download the official 2024 Form 5500 (PDF) for Diploma Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Diploma Holdings, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $45.6M | 97.3% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY TRUST · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $12.8M | 27.4% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY TRUST · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $10.8M | 23.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY TRUST · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $7.9M | 16.9% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY TRUST · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $5.7M | 12.1% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY TRUST · EIN 38-7275306 / PN 775 | Common Collective Trust | — | — | $1.2M | 2.5% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY TRUST · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $733K | 1.6% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY TRUST · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $671K | 1.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY TRUST · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $299K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY TRUST · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $278K | 0.6% | |
| PUTNAM LARGE CAP VALUE TRUST I PUTNAM INVESTMENTS CIT · EIN 04-6407893 / PN 000 | Common Collective Trust | — | — | $57K | 0.1% | |
| INDEXSELECT CONSERVATIVE 2035 FUND GREAT GRAY TRUST · EIN 81-4515825 / PN 312 | Common Collective Trust | — | — | $13K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY TRUST · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $11K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2055 FUND GREAT GRAY TRUST · EIN 81-4543855 / PN 314 | Common Collective Trust | — | — | $196 | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY TRUST · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT SOLUTIONS SPECIALISTS | — | JACKSONVILLE, FL | CONTRACT ADMIN | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INGHAM & COMPANY | 65-0170152 | — | NA | $97K | — |
