Isaiah Brown signed Direct Auction Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Direct Auction Services, LLC's EIN is 26-4250602.
Download the official 2024 Form 5500 (PDF) for Direct Auction Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Direct Auction Services, LLC's plan includes 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 |
|---|---|---|---|---|---|
| FUTUREPLAN BY ASCENSUS | 82-3719843 | — | RECORDKEEPER | $70K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $46K | — |
| AVINTUS LLC | 04-3682160 | — | RECORD KEEPER | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE CLASS 75 TRANSAMERICA LIFE INSURANCE COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $438K | 16.7% | |
| Columbia Dividend Income A N/A | Other securities | — | — | $296K | 11.3% | |
| Loomis Investment Grade Bond A N/A | Other securities | — | — | $231K | 8.8% | |
| Lord Abbett Bond Debenture R4 N/A | U.S. Treasuries | — | — | $226K | 8.6% | |
| BlackRock Inflation Protected Bond Inv A N/A | Other securities | — | — | $218K | 8.3% | |
| Interest bearing cash * Transamerica Diversified Cash Reserve N/A | Cash / Money Market | — | — | $180K | 6.9% | |
| MFS Massachusetts Investors Grade Stock A N/A | Mutual Funds | — | — | $149K | 5.7% | |
| J.P. Morgan Large Cap Growth R3 N/A | Other securities | — | — | $141K | 5.4% | |
| iShares S&P 500 Index Instl N/A | Common Collective Trusts | — | — | $134K | 5.1% | |
| J.P. Morgan US Equity R3 N/A | Other securities | — | — | $131K | 5.0% | |
| Eaton Vance Floating-Rate Advantage A N/A | Other securities | — | — | $64K | 2.4% | |
| PGIM High Yield R4 N/A | Other securities | — | — | $58K | 2.2% | |
| Transamerica International Equity A N/A | Other securities | — | — | $55K | 2.1% | |
| MFS Mid Cap Value A N/A | Mutual Funds | — | — | $51K | 2.0% | |
| MFS International Growth A N/A | Mutual Funds | — | — | $44K | 1.7% | |
| MFS International Diversification A N/A | Mutual Funds | — | — | $41K | 1.6% | |
| Allspring Emerging Markets Equity Income A N/A | Mutual Funds | — | — | $39K | 1.5% | |
| Virtus Small Cap Core A N/A | Other securities | — | — | $27K | 1.0% | |
| Virtus Small Cap Growth A N/A | Other securities | — | — | $26K | 1.0% | |
| iShares Russell 2000 Small Cap Index A N/A | Common Collective Trusts | — | — | $21K | 0.8% | |
| Carillon Mid Cap Growth Inv A N/A | Other securities | — | — | $14K | 0.5% | |
| Touchstone Mid Cap Fund Class A N/A | Other securities | — | — | $11K | 0.4% | |
| Nationwide Mid Cap Market Index A N/A | Other securities | — | — | $7K | 0.3% | |
| Loomis Global Allocation A N/A | Other securities | — | — | $3K | 0.1% |
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 |
|---|
| CHERRY BEKAERT LLP | 56-0574444 | — | AUDIT | $18K | — |
