Katherine Palmer signed Diversified Management Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diversified Management Group, Inc.'s EIN is 27-3524206.
Download the official 2024 Form 5500 (PDF) for Diversified Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Diversified Management Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | NONE | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ORGEL WEALTH MANAGEMENT | — | ALTOONA, WI | NONE | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $738K | 17.6% | |
| Fidelity Large Cap Value Index | Mutual Funds | — | — | $601K | 14.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $547K | 13.1% | |
| Janus Henderson Large Cap Enterprise III | Mutual Funds | — | — | $429K | 10.2% | |
| GALLIARD STABLE RETURN FUND C SEI TRUST COMPANY · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $366K | 8.7% | |
| Wilmington Trust Hermes Total Return Bond | Other securities | — | — | $269K | 6.4% | |
| Allspring Special Mid Cap Value Fund | Other securities | — | — | $197K | 4.7% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $186K | 4.4% | |
| AFS Fundamental Investors | Other securities | — | — | $170K | 4.0% | |
| AFS EuroPacific Growth Fund | Other securities | — | — | $164K | 3.9% | |
| Vaughan Nelson Small Cap Value A | Other securities | — | — | $143K | 3.4% | |
| Fidelity Total International Index | Mutual Funds | — | — | $117K | 2.8% | |
| Participants Participant Loans Rates at 4.25% - 9.50% - | Bonds / Notes | — | — | $106K | 2.5% | |
| Harbor Small Cap Growth | Other securities | — | — | $86K | 2.1% | |
| JOHCM Emerging Markets Opportunity Fund | Other securities | — | — | $74K | 1.8% | |
| WF STABLE VALUE C 30 WELLS FARGO BANK, N.A. · EIN 94-6751924 / 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.
