David Dougherty signed Dominium Management Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dominium Management Services, LLC's EIN is 26-2778954.
Download the official 2024 Form 5500 (PDF) for Dominium Management Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dominium Management Services, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $211K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | 41-0746749 | — | AUDITOR | $23K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Various Self Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $19.8M | 25.1% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $11.3M | 14.4% | |
| Vanguard Index Trust Mid-Cap Index | Common Collective Trusts | — | — | $10.7M | 13.6% | |
| BlackRock LifePath Index 2030 K | Other securities | — | — | $4.7M | 5.9% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $3.6M | 4.6% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $3.2M | 4.0% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $3.1M | 3.9% | |
| BlackRock LifePath Index 2040 K | Other securities | — | — | $3.1M | 3.9% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.8M | 3.5% | |
| BlackRock LifePath Index 2050 K | Other securities | — | — | $2.6M | 3.3% | |
| BlackRock LifePath Index Ret K | Other securities | — | — | $2.5M | 3.2% | |
| BlackRock LifePath Index 2060 K | Other securities | — | — | $2.2M | 2.7% | |
| Schwab Small Cap Index | Mutual Funds | — | — | $1.9M | 2.4% | |
| Invesco Discovery CL R6 | Mutual Funds | — | — | $1.1M | 1.4% | |
| BlackRock Equity Dividend I | Other securities | — | — | $1.1M | 1.4% | |
| BlackRock LifePath Index 2065 | Other securities | — | — | $865K | 1.1% | |
| Participants Interest Rate 4.25% - 9.50% | Bonds / Notes | — | — | $727K | 0.9% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED CAPITAL · EIN 22-2712853 / PN 000 | Common Collective Trust | — | — | $706K | 0.9% | |
| Fidelity Total International Index | Mutual Funds | — | — | $681K | 0.9% | |
| MFS New Discovery Value | Mutual Funds | — | — | $548K | 0.7% | |
| Fidelity Advisor Emerging Markets K | Mutual Funds | — | — | $416K | 0.5% | |
| PGIM High Yield R6 | Other securities | — | — | $385K | 0.5% | |
| Wilmington CIT Core Plus Bond | Common Collective Trusts | — | — | $323K | 0.4% | |
| Invesco Intl Small-Mid Company CL R6 | Mutual Funds | — | — | $301K | 0.4% |
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 |
|---|---|---|---|---|---|
| HAYS BENEFIT GROUP | 41-1784898 | — | REGISTERED INVESTMENT ADV | $62K | — |
