TOBY Highley signed DAVE Arbogast Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DAVE Arbogast Group, Inc.'s EIN is 31-1409301.
Download the official 2024 Form 5500 (PDF) for DAVE Arbogast Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DAVE Arbogast Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE | 36-6071399 | — | RECORDKEEPER | $26K | — |
| CREATIVE RETIREMENT SYSTEMS, INC | 31-1299207 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH LIFE AGENCY, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $983K | 18.8% | |
| BLACKROCK GLOBAL ALLOC RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 864 | Pooled Separate Account | — | — | $982K | 18.8% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 975 | Pooled Separate Account | — | — | $627K | 12.0% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 935 | Pooled Separate Account | — | — | $446K | 8.5% | |
| STATE STREET RUSSELL SM CAP VAL IND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 355 | Pooled Separate Account | — | — | $352K | 6.7% | |
| WESTERN ASSET CORE PLUS BD RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 022 | Pooled Separate Account | — | — | $322K | 6.2% | |
| Insurance Co. * Notes receivable from Due on various dates through October 2029 with rates - | Common Stocks | — | — | $186K | 3.6% | |
| HARTFORD INTRNTL OPPS RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 643 | Pooled Separate Account | — | — | $150K | 2.9% | |
| Transamerica Financial NYLI Mackay High Yd Corp Bd Ret Acct N/A | Common Stocks | — | — | $149K | 2.8% | |
| MAINSTAY HIGH YIELD CORPORATE BD RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 347 | Pooled Separate Account | — | — | $149K | 2.8% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $137K | 2.6% | |
| GOLDMAN SACHS INTL SMLL CP INSIGHTS TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 106 | Pooled Separate Account | — | — | $132K | 2.5% | |
| AMERICAN CENTURY EMERGING MARKETS R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 934 | Pooled Separate Account | — | — | $129K | 2.5% | |
| AMERICAN CENTURY INFLATION ADJ BD R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 096 | Pooled Separate Account | — | — | $119K | 2.3% | |
| DELAWARE IVY MID CAP GROWTH RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 115 | Pooled Separate Account | — | — | $112K | 2.1% | |
| MFS MD CAP VAL RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 709 | Pooled Separate Account | — | — | $95K | 1.8% | |
| Transamerica Life Stable Value Core Account N/A | Stable Value | — | — | $71K | 1.4% | |
| ALLSPRING SPECIAL SM CAP VAL RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 965 | Pooled Separate Account | — | — | $70K | 1.3% | |
| AMERICAN 2040 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 296 | Pooled Separate Account | — | — | $52K | 1.0% | |
| STATE STREET S&P MD CAP INDX RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $50K | 1.0% | |
| TA VANGUARD REIT INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 130 | Pooled Separate Account | — | — | $39K | 0.7% | |
| AMERICAN 2060 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 300 | Pooled Separate Account | — | — | $8K | 0.2% | |
| AMERICAN 2025 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 293 | Pooled Separate Account | — | — | $8K | 0.2% | |
| AMERICAN 2055 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 299 | Pooled Separate Account | — | — | $6K | 0.1% | |
| AMERICAN 2045 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 297 | Pooled Separate Account | — | — | $3K | <0.1% | |
| AMERICAN 2030 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 294 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Transamerica Financial American 2035 Target Date Retirement Ret Acct N/A 842 * Transamerica Financial Unallocated Accounts N/A | Other securities | — | — | $1K | <0.1% | |
| AMERICAN 2050 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 298 | Pooled Separate Account | — | — | $1K | <0.1% | |
| AMERICAN 2035 TARGET DATE RETIREMEN TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 295 | Pooled Separate Account | — | — | $842 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-2808480 |
| — |
| INVESTMENT ADVISORY |
| $24K |
| — |
| EDWARD D JONES & COMPANY | 43-0345811 | — | INVESTMENT ADVISORY | $3K | — |
