Daniel YULY signed Decisionpoint Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Decisionpoint Corporation's EIN is 27-4835202.
Download the official 2024 Form 5500 (PDF) for Decisionpoint Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Decisionpoint Corporation'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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORD-KEEPER | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA Global 60/40 Portfolio I | Mutual Funds | — | — | $2.4M | 42.9% | |
| DFA U.S. Core Equity II Fund Instl | Mutual Funds | — | — | $810K | 14.3% | |
| DFA U.S. Large Cap Value Portfolio I | Mutual Funds | — | — | $441K | 7.8% | |
| DFA Investment Grade Instl | Mutual Funds | — | — | $433K | 7.6% | |
| DFA U.S. Targeted Value Portfolio I | Mutual Funds | — | — | $314K | 5.5% | |
| DFA International Core Eqty 2 Port | Mutual Funds | — | — | $299K | 5.3% | |
| Vanguard Short-Term Bond Index Adm | Mutual Funds | — | — | $263K | 4.6% | |
| DFA Emerging Markets Core Eqty 2 Port | Mutual Funds | — | — | $191K | 3.4% | |
| Vanguard Real Estate Index Adm | Mutual Funds | — | — | $148K | 2.6% | |
| DFA Intl Small Cap Value Portf Instl | Mutual Funds | — | — | $138K | 2.4% | |
| Vanguard Interm-Term Invst Grade Adm | Mutual Funds | — | — | $135K | 2.4% | |
| Participant's Loan Account Various Rates and Maturities | Participant loans | — | — | $66K | 1.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
