Sabrina Shannon signed Deflecto, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deflecto, LLC's EIN is 27-2701695.
Download the official 2024 Form 5500 (PDF) for Deflecto, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deflecto, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SERVIC | 01-0233346 | — | RETAINED BY EMPLOYER | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONETA GROUP, LLC | 20-1903821 | CLAYTON, MO | RETAINED BY EMPLOYER | $17K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB IDX RET TRUST 2025 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $1.6M | 14.4% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $1.4M | 13.4% | |
| SCHWAB IDX RET TRUST 2030 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $1.3M | 12.4% | |
| SCHWAB IDX RET TRUST 2035 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $1.3M | 11.8% | |
| Vanguard The Growth Fund of America R6 N/R | Mutual Funds | — | — | $835K | 7.8% | |
| SCHWAB IDX RET TRUST 2045 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $505K | 4.7% | |
| Pimco Gov Money Market Admin N/R 292 Galliard Stable Return Fund C N/R | Mutual Funds | — | — | $498K | 4.6% | |
| WELLS FARGO GALLIARD SVF C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $498K | 4.6% | |
| SCHWAB IDX RET TRUST 2040 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $464K | 4.3% | |
| SCHWAB IDX RET TRUST 2055 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $370K | 3.4% | |
| SCHWAB IDX RET TRUST 2020 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $268K | 2.5% | |
| Dodge & Cox Stock Fund X N/R | Mutual Funds | — | — | $229K | 2.1% | |
| SCHWAB IDX RET TRUST 2060 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $222K | 2.1% | |
| American Funds American EuroPacific Growth R6 N/R | Mutual Funds | — | — | $189K | 1.8% | |
| Participant Loans Interest rates: 4.25% to 9.50% $0 | Bonds / Notes | — | — | $188K | 1.7% | |
| Fidelity Small Cap Growth Index N/R | Mutual Funds | — | — | $173K | 1.6% | |
| Fidelity Inf-PR Bond Index Fund N/R | Common Collective Trusts | — | — | $152K | 1.4% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $151K | 1.4% | |
| GLOBAL TRUST IRM CORE BOND A C GLOBAL TRUST COMPANY · EIN 37-6567224 / PN 001 | Common Collective Trust | — | — | $146K | 1.4% | |
| SCHWAB IDX RET TRUST 2010 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $136K | 1.3% | |
| American Beacon Small Cap Value R5 N/R | Other securities | — | — | $134K | 1.2% | |
| Macquarie Mid Cap Growth R6 N/R | Other securities | — | — | $120K | 1.1% | |
| SCHWAB IDX RET TRUST 2015 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $108K | 1.0% | |
| Fidelity Sm Cap Index Fund N/R | Common Collective Trusts | — | — | $87K | 0.8% | |
| JP Morgan Mid Cap Value Fund R6 N/R | Other securities | — | — | $78K | 0.7% | |
| SCHWAB IDX RET TRUST 2050 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $61K | 0.6% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $52K | 0.5% | |
| SCHWAB IDX RET TRUST 2065 I CHARLES SCHWAB BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
