Lynette Koenig signed Disabled American Veterans' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Disabled American Veterans' EIN is 31-0263158.
Download the official 2024 Form 5500 (PDF) for Disabled American Veterans from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Disabled American Veterans' 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $155K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index 55,623 shares | Common Collective Trusts | — | $56K | $11.4M | 14.7% | |
| Dodge & Cox Income Fund 518,700 shares | Mutual Funds | — | $519K | $6.4M | 8.3% | |
| Vanguard Total Bond Market Index Admiral 476,620 shares | Mutual Funds | — | $477K | $4.5M | 5.9% | |
| Dodge & Cox Balanced Fund 37,171 shares | Mutual Funds | — | $37K | $3.8M | 4.9% | |
| Vanguard Target Retirement 2045 Inv 123,453 shares | Mutual Funds | — | $123K | $3.7M | 4.8% | |
| Morgan Stanley Inst Global Opp I 49,881 shares | Other securities | — | $50K | $3.7M | 4.7% | |
| American Funds Europacific Gr R6 63,878 shares | Mutual Funds | — | $64K | $3.4M | 4.5% | |
| Dodge & Cox Stock Fund 13,313 shares | Mutual Funds | — | $13K | $3.4M | 4.4% | |
| Vanguard Target Retirement 2050 Inv 67,374 shares | Mutual Funds | — | $67K | $3.4M | 4.4% | |
| Fixed Annuity Contract *EI Fixed Account - Series Class IV | Other securities | — | — | $3.3M | 4.3% | |
| Vanguard Inflation- Protected Secs Adm 120,509 shares | Mutual Funds | — | $121K | $2.7M | 3.5% | |
| Vanguard Target Retirement 2030 Inv 65,954 shares | Mutual Funds | — | $66K | $2.5M | 3.2% | |
| Vanguard Target Retirement 2040 Inv 54,113 shares | Mutual Funds | — | $54K | $2.3M | 3.0% | |
| Vanguard Small Cap Index Instl 19,899 shares | Mutual Funds | — | $20K | $2.3M | 3.0% | |
| Vanguard Mid Cap Index Adm 6,079 shares | Mutual Funds | — | $6K | $2.0M | 2.6% | |
| Vanguard Target Retirement 2035 Inv 72,723 shares | Mutual Funds | — | $73K | $1.7M | 2.3% | |
| Janus Henderson Enterprise N 6,096 shares | Mutual Funds | — | $6K | $1.7M | 2.3% | |
| Hotchkis And Wiley High Yield I 75,791 shares | Other securities | — | $76K | $1.7M | 2.3% | |
| T. Rowe Price Qm Us Small- Cap Gr Eq I 36,770 shares | Other securities | — | $37K | $1.6M | 2.1% | |
| Various maturity dates through 2046; interest rates ranging *Participant Loans from 4.25% to 9.50% | Bonds / Notes | — | — | $1.5M | 1.9% | |
| Vanguard Real Estate Index Admiral 11,157 shares | Mutual Funds | — | $11K | $1.4M | 1.8% | |
| Vanguard Target Retirement 2025 Inv 63,366 shares | Mutual Funds | — | $63K | $1.2M | 1.5% | |
| Vanguard Target Retirement 2055 Inv 16,250 shares | Mutual Funds | — | $16K | $904K | 1.2% | |
| Invesco Developing Markets R6 45,757 shares | Mutual Funds | — | $46K | $877K | 1.1% | |
| Harbor Capital Appreciation Retirement 17,410 shares | Other securities | — | $17K | $802K | 1.0% | |
| Allspring Special Mid Cap Value R6 13,726 shares | Mutual Funds | — | $14K | $656K | 0.9% | |
| Vanguard Target Retirement 2060 Inv 12,773 shares | Mutual Funds | — | $13K | $655K | 0.8% | |
| American Beacon Small Cap Value R6 21,678 shares | Other securities | — | $22K | $534K | 0.7% | |
| Vanguard Target Retirement 2020 Inv 21,910 shares | Mutual Funds | — | $22K | $489K | 0.6% | |
| Vanguard Target Retirement Income Inv 21,910 shares | Mutual Funds | — | $22K | $287K | 0.4% | |
| Vanguard Target Retirement 2065 Inv 4,223 shares | Mutual Funds | — | $4K | $142K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
