Alyssa CARR signed Decisions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Decisions, LLC's EIN is 27-0795439.
Download the official 2024 Form 5500 (PDF) for Decisions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Decisions, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, 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 RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| JHancock 2050 Lifetime Blend R6 Mutual Fund | Other securities | — | — | $805K | 24.5% | |
| JHancock 2060 Lifetime Blend R6 Mutual Fund | Other securities | — | — | $559K | 17.0% | |
| JHancock 2055 Lifetime Blend R6 Mutual Fund | Other securities | — | — | $439K | 13.4% | |
| JHancock 2045 Lifetime Blend R6 Mutual Fund | Other securities | — | — | $420K | 12.8% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $223K | 6.8% | |
| JHancock 2065 Lifetime Blend R6 Mutual Fund | Other securities | — | — | $133K | 4.0% | |
| JHancock 2040 Lifetime Blend R6 Mutual Fund | Other securities | — | — | $112K | 3.4% | |
| BlackRock Technology Opportunities K Mutual Fund | Other securities | — | — | $110K | 3.4% | |
| JHancock 2030 Lifetime Blend R6 Mutual Fund | Other securities | — | — | $93K | 2.8% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $65K | 2.0% | |
| DFA US Large Cap Value I Mutual Fund | Mutual Funds | — | — | $49K | 1.5% | |
| JHancock 2035 Lifetime Blend R6 Mutual Fund | Other securities | — | — | $40K | 1.2% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $38K | 1.2% | |
| T. Rowe Price All-Cap Opportunities I Mutual Fund | Other securities | — | — | $36K | 1.1% | |
| Transamerica Stable Value Ascend Option GAC | Stable Value | — | — | $26K | 0.8% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $26K | 0.8% | |
| First Eagle Overseas R6 Mutual Fund | Other securities | — | — | $15K | 0.5% | |
| JHancock 2020 Lifetime Blend R6 Mutual Fund | Other securities | — | — | $14K | 0.4% | |
| Carillon Eagle Mid Cap Growth R6 Mutual Fund | Other securities | — | — | $14K | 0.4% | |
| Fidelity Advisor Health Care Z Mutual Fund | Mutual Funds | — | — | $14K | 0.4% | |
| PIMCO Total Return Instl Mutual Fund | Mutual Funds | — | — | $10K | 0.3% | |
| PIMCO Income Instl Mutual Fund | Mutual Funds | — | — | $9K | 0.3% | |
| PIMCO Real Return Instl Mutual Fund | Mutual Funds | — | — | $9K | 0.3% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $6K | 0.2% | |
| Bearing interest * Notes receivable from participants at 9.50% | Bonds / Notes | — | — | $6K | 0.2% | |
| Federated Hermes Instl High Yld Bd R6 Mutual Fund | Other securities | — | — | $5K | 0.2% | |
| Macquarie Small Cap Growth R6 Mutual Fund | Other securities | — | — | $4K | 0.1% | |
| Cohen & Steers Real Estate Securities Z Mutual Fund | Other securities | — | — | $3K | <0.1% | |
| Fidelity Extended Market Index Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| T. ROWE PRICE STABLE VALUE T. ROWE PRICE · EIN 52-1309931 / PN 001 | 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.
