Analisa Oleksy signed CPD Distribution, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CPD Distribution, LLC's EIN is 27-3717322.
Download the official 2024 Form 5500 (PDF) for CPD Distribution, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CPD Distribution, 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 | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CVHT PLC | 81-0584482 | — | ACCOUNTANT | $9K | — |
| DOEREN MAYHEW & CO., P.C. | 38-2492570 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VOYA GLOBAL BOND R6 832 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.8M | 17.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.7M | 15.9% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 10.6% | |
| DFA INFLATION PROT SEC INST 0 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $893K | 8.6% | |
| VAN TARGET RETIRE 2020 204 REGISTERED INVESTMENT COMPANY VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $694K | 6.7% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $694K | 6.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $540K | 5.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $476K | 4.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $356K | 3.4% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $330K | 3.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $249K | 2.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $204K | 2.0% | |
| INVESTMENTS LINCOLN STABLE VALUE SEP ACCT | OTHER | — | — | $168K | 1.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $128K | 1.2% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $121K | 1.2% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $115K | 1.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $113K | 1.1% | |
| MACQUARIE SMALL CAP VALUE R6 238 REGISTERED INVESTMENT COMPANY VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $106K | 1.0% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $102K | 1.0% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $91K | 0.9% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $71K | 0.7% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $66K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $30K | 0.3% | |
| JANUS HENDERSON VENTURE FUND-N | Registered Investment Companies | — | — | $26K | 0.2% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $18K | 0.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $13K | 0.1% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $8K | <0.1% | |
| VAN TARG RETIRE 2070 | 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.
| — |
| ACCOUNTANT |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL INVESTMENT SERV | 39-2018056 | — | INVESTMENT/FINANCIAL ADVI | $49K | — |
