Daniel Duggan signed AD1 Management Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AD1 Management Inc.'s EIN is 27-0851030.
Download the official 2022 Form 5500 (PDF) for AD1 Management Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)AD1 Management Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $52K | 13.8% | |
| FID FREEDOM INDEX 2005 PREMIER 760 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $47K | 12.4% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $46K | 12.2% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $31K | 8.3% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $27K | 7.2% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $27K | 7.0% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $26K | 6.9% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $17K | 4.4% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $11K | 3.0% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $11K | 2.8% | |
| MFS TOTAL RETURN - R6 208 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $9K | 2.4% | |
| DFA COMMODITY STRAT PORT INST 315 REGISTERED INVESTMENT COMPANY STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $9K | 2.3% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $9K | 2.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $7K | 1.8% | |
| ISHARES MSCI EAFE INTL INDEX K 217 REGISTERED INVESTMENT COMPANY VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $5K | 1.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $5K | 1.3% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $5K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL 520 REGISTERED INVESTMENT COMPANY T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $2K | 0.4% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $2K | 0.4% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $2K | 0.4% | |
| BLACKROCK TOTAL RETURN K 13 REGISTERED INVESTMENT COMPANY TIAA-CREF SC BLEND INDEX INST | Registered Investment Companies | — | — | $1K | 0.4% | |
| FID FREEDOM INDEX 2010 PREMIER | Registered Investment Companies | — | — | $1K | 0.3% | |
| LORD ABBETT HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $1K | 0.3% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $1K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $1K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
