Tamara Driggs signed Driggs Title Agency, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Driggs Title Agency, Inc.'s EIN is 26-0713630.
Download the official 2024 Form 5500 (PDF) for Driggs Title Agency, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Driggs Title Agency, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED PLANNERS FNCL SVCS OF AMERIC | 86-0588303 | — | INVESTMENT/FINANCIAL ADV | $10K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| John Hancock Multimanager 2030 Lifetime R6 Fund Mutual funds | Other securities | — | — | $760K | 16.5% | |
| John Hancock Multimanager 2035 Lifetime R6 Fund Mutual funds | Other securities | — | — | $728K | 15.8% | |
| John Hancock Multimanager 2040 Lifetime R6 Fund Mutual funds | Other securities | — | — | $645K | 14.0% | |
| John Hancock Multimanager 2045 Lifetime R6 Fund Mutual funds | Other securities | — | — | $540K | 11.7% | |
| John Hancock Multimanager 2025 Lifetime R6 Fund Mutual funds | Other securities | — | — | $429K | 9.3% | |
| Participant loans Interest rates from 5.25% to 10.50% $0 | Bonds / Notes | — | — | $282K | 6.1% | |
| John Hancock Multimanager 2050 Lifetime R6 Fund Mutual funds | Other securities | — | — | $268K | 5.8% | |
| John Hancock Multimanager 2060 Lifetime R6 Fund Mutual funds | Other securities | — | — | $145K | 3.2% | |
| JPMorgan U.S. Government Money Market Fund Money market funds | Cash / Money Market | — | — | $108K | 2.3% | |
| MFS International Diversification Fund Mutual funds | Mutual Funds | — | — | $95K | 2.1% | |
| Schwab S&P 500 Index Fund Mutual funds | Common Collective Trusts | — | — | $94K | 2.0% | |
| John Hancock Multimanager 2055 Lifetime R6 Fund Mutual funds | Other securities | — | — | $78K | 1.7% | |
| John Hancock Multimanager 2010 Lifetime R6 Fund Mutual funds | Other securities | — | — | $66K | 1.4% | |
| The Bond Fund of America R6 Fund Mutual funds | Other securities | — | — | $60K | 1.3% | |
| Fidelity Large Cap Growth Index Fund Mutual funds | Common Collective Trusts | — | — | $52K | 1.1% | |
| Vanguard Small-Cap Index Fund Admiral Mutual funds | Common Collective Trusts | — | — | $35K | 0.7% | |
| BlackRock Mid-Cap Growth Equity Portfolio Mutual funds | Other securities | — | — | $34K | 0.7% | |
| American Funds Inflation Linked Bond Fund Mutual funds | Mutual Funds | — | — | $30K | 0.6% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual funds | Common Collective Trusts | — | — | $29K | 0.6% | |
| DFA Inter Gov Fix Inc Inst Mutual funds | Mutual Funds | — | — | $23K | 0.5% | |
| PGIM High Yield R6 Fund Mutual funds | Other securities | — | — | $19K | 0.4% | |
| Columbia Dividend Income Fund Institutional Mutual funds | Other securities | — | — | $19K | 0.4% | |
| Fidelity Small Cap Growth Index Fund Mutual funds | Common Collective Trusts | — | — | $16K | 0.3% | |
| Victory Sycamore Small Company Opportunity Fund Mutual funds | Common Stocks | — | — | $11K | 0.2% | |
| Neuberger Berman Real Estate Fund Class R6 Mutual funds | Other securities | — | — | $11K | 0.2% | |
| John Hancock Multimanager 2020 Lifetime R6 Fund Mutual funds | Other securities | — | — | $8K | 0.2% | |
| Victory Sycamore Established Value Fund Mutual funds | Other securities | — | — | $7K | 0.2% | |
| John Hancock Stable Value Guaranteed Income Fund Guaranteed investment contract | Stable Value | — | — | $7K | 0.1% | |
| John Hancock Multimanager 2015 Lifetime R6 Fund Mutual funds | Other securities | — | — | $5K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
