Marge Tulik signed Dhaliwal Labratories, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dhaliwal Labratories, LLC's EIN is 26-1861084.
Download the official 2024 Form 5500 (PDF) for Dhaliwal Labratories, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dhaliwal Labratories, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $896K | 34.9% | |
| PIMCO Realpath Blend 2055 Fund Institutional Class | Mutual Funds | — | — | $369K | 14.4% | |
| PIMCO Realpath Blend 2050 Fund Institutional Class | Mutual Funds | — | — | $210K | 8.2% | |
| PIMCO Realpath Blend 2045 Fund Institutional Class | Mutual Funds | — | — | $196K | 7.6% | |
| Fidelity Global EX US Index Fund | Common Collective Trusts | — | — | $131K | 5.1% | |
| Fully Benefit-Responsive Investment Contract * Empower Annuity Insurance Company of America EI Fixed Account- Series Class I | Common Stocks | — | — | $108K | 4.2% | |
| Collective Trust Funds Great Gray Trust Company International Growth Fund II Fee R1 ** 113 Great Gray Trust Company Large Cap Growth Fund II Fee Class R1 | Common Collective Trusts | — | — | $81K | 3.1% | |
| Allspring Global Allspring Core Bond R6 | Mutual Funds | — | — | $74K | 2.9% | |
| JPMorgan Core Plus Bond R6 | Other securities | — | — | $68K | 2.6% | |
| PGIM Global Total Return R6 | Other securities | — | — | $67K | 2.6% | |
| JPMorgan Income Fund | Other securities | — | — | $56K | 2.2% | |
| PIMCO Realpath Blend 2040 Fund Institutional Class | Mutual Funds | — | — | $55K | 2.1% | |
| Great Gray Trust Company Large Cap Value Fund III CL R1 | Common Stocks | — | — | $55K | 2.1% | |
| T. Rowe Price T. Rowe Price Diversified Mid Cap Fund | Other securities | — | — | $50K | 1.9% | |
| Great Gray Trust Company Mid Cap Value Fund II CL R1 | Common Stocks | — | — | $35K | 1.4% | |
| iShares Russell 2000 Small-Cap Index Fund ** 1 iShares Russell Mid-Cap Index Fund ** 1 Janus Henderson Venture Fund | Common Collective Trusts | — | — | $34K | 1.3% | |
| JPMorgan Emerging Markets Equity Fund | Other securities | — | — | $32K | 1.2% | |
| PIMCO Realpath Blend 2035 Fund Institutional Class | Mutual Funds | — | — | $23K | 0.9% | |
| Allspring Global Allspring Special Small Cap Value R6 | Other securities | — | — | $21K | 0.8% | |
| BlackRock High Yield Bond Portfolio K | Other securities | — | — | $5K | 0.2% | |
| Fidelity Real Estate Index Institutional Fund ** 114 Franklin Templeton Investments Franklin Utilities R6 | Mutual Funds | — | — | $3K | 0.1% | |
| PIMCO REALPATH BLEND INCOME INSTL | Mutual Funds | — | — | $2K | <0.1% | |
| INTERNATIONAL GROWTH FUND II R1 GREAT GRAY · EIN 38-4139842 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| CORE PLUS BOND FUND II FEE CLASS R1 GREAT GRAY · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
