Maria Treece signed DMA Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DMA Holdings, Inc.'s EIN is 26-1547833.
Download the official 2024 Form 5500 (PDF) for DMA Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DMA Holdings, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERICAN FUNDS BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 232 | Pooled Separate Account | — | — | $2.1M | 57.9% | |
| PIONEER FUNDAMENTAL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 600 | Pooled Separate Account | — | — | $287K | 7.9% | |
| JPMORGAN U.S. SMALL CO RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 774 | Pooled Separate Account | — | — | $268K | 7.4% | |
| BNY MELLON OPP MIDCAP VAL TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 726 | Pooled Separate Account | — | — | $233K | 6.4% | |
| COLUMBIA CONTRARIAN CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 634 | Pooled Separate Account | — | — | $200K | 5.5% | |
| AMERICAN CENTURY REAL EST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 753 | Pooled Separate Account | — | — | $103K | 2.9% | |
| GOLDMAN SACHS SM CP GR INSIGHTS TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 771 | Pooled Separate Account | — | — | $66K | 1.8% | |
| Notes receivable from participants 8.75% to 9.50% | Bonds / Notes | — | — | $38K | 1.1% | |
| VICTORY SYCAMORE SM CO OPP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 795 | Pooled Separate Account | — | — | $34K | 0.9% | |
| TRANSAMERICA OT 2030 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $30K | 0.8% | |
| STATE STREET S&P 500 INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 102 | Pooled Separate Account | — | — | $27K | 0.7% | |
| FRANKLIN UTILITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 267 | Pooled Separate Account | — | — | $23K | 0.6% | |
| T. ROWE PRICE GR STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 606 | Pooled Separate Account | — | — | $21K | 0.6% | |
| PRINCIPAL MIDCAP VAL III RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 781 | Pooled Separate Account | — | — | $20K | 0.6% | |
| FIDELITY STRTG DIV & INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 577 | Pooled Separate Account | — | — | $20K | 0.6% | |
| Transamerica Stable Value Advantage Option | Stable Value | — | — | $18K | 0.5% | |
| BLACKROCK HEALTH SCNCS OPS RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 365 | Pooled Separate Account | — | — | $14K | 0.4% | |
| TRANSAMERICA OT 2040 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $13K | 0.4% | |
| JANUS HENDERSON ENTERPRISE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 650 | Pooled Separate Account | — | — | $10K | 0.3% | |
| TRANSAMERICA LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 715 | Pooled Separate Account | — | — | $10K | 0.3% | |
| COLUMBIA DISCIPLINED CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 760 | Pooled Separate Account | — | — | $10K | 0.3% | |
| FEDERATED HERMES MDT LG CAP VAL TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 728 | Pooled Separate Account | — | — | $10K | 0.3% | |
| TRANSAMERICA PTNR LG VAL RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 428 | Pooled Separate Account | — | — | $9K | 0.3% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $9K | 0.2% | |
| TRANSAMERICA LG 2035 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 050 | Pooled Separate Account | — | — | $9K | 0.2% | |
| FEDERATED HERMES MDT SM CAP CORE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 140 | Pooled Separate Account | — | — | $8K | 0.2% | |
| TRANSAMERICA LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 132 | Pooled Separate Account | — | — | $7K | 0.2% | |
| AMERICAN CENTURY MD CP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 280 | Pooled Separate Account | — | — | $6K | 0.2% | |
| AEGON US HIGH YIELD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 508 | Pooled Separate Account | — | — | $4K | 0.1% | |
| FEDERATED HERMES MDT SM CAP GR OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 765 | Pooled Separate Account | — | — | $4K | 0.1% | |
| AMERICAN CENTURY ONE CH 2050 RT OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 363 | Pooled Separate Account | — | — | $3K | <0.1% | |
| FEDERATED HERMES L HIGH YLD BD OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 575 | Pooled Separate Account | — | — | $3K | <0.1% | |
| TRANSAMERICA LG 2045 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 051 | Pooled Separate Account | — | — | $2K | <0.1% | |
| TRANSAMERICA OT 2045 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $2K | <0.1% | |
| JANUS HENDERSON GL RESEARCH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 582 | Pooled Separate Account | — | — | $561 | <0.1% | |
| TRANSAMERICA LG 2050 BLACKROCK TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 113 | Pooled Separate Account | — | — | $315 | <0.1% | |
| DWS RREEF RL EST SEC OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 637 | Pooled Separate Account | — | — | $197 | <0.1% | |
| ALGER HEALTH SCIENCES RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 354 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LG D BLACKROCK OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 047 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA OT 2020 AMER FD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
