Wayne Strayhorn signed DM Luxury LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DM Luxury LLC's EIN is 27-3324953.
Download the official 2024 Form 5500 (PDF) for DM Luxury LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DM Luxury LLC'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 | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKEFELLER FINANCIAL LLC | 82-3226180 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $2.5M | 11.8% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $2.2M | 10.7% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $2.1M | 9.8% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $1.8M | 8.4% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $1.7M | 8.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.7M | 8.1% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $1.2M | 5.9% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.2M | 5.9% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $916K | 4.4% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $897K | 4.3% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $702K | 3.3% | |
| DODGE & COX STOCKFUND X | Registered Investment Companies | — | — | $696K | 3.3% | |
| FIDELITY ADV STABLE VALUE II FIDELITY INV INST CO INC · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $670K | 3.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $516K | 2.5% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $469K | 2.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $457K | 2.2% | |
| BAIRD AGGREGATE BOND INST | Registered Investment Companies | — | — | $432K | 2.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $151K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $117K | 0.6% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $82K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $68K | 0.3% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $59K | 0.3% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $56K | 0.3% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $24K | 0.1% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $23K | 0.1% | |
| VICTORY FUND FOR INCOME R6 | Registered Investment Companies | — | — | $23K | 0.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $7K | <0.1% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
