Vanessa Urrego signed Diversified Business Operations' 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diversified Business Operations' EIN is 32-0551106.
Download the official 2022 Form 5500 (PDF) for Diversified Business Operations from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Diversified Business Operations' 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 | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2045 TARG DATERET R6 233 REGISTERED INVESTMENT COMPANY VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $850K | 18.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $625K | 13.8% | |
| PRI GLBL REAL ESTATE SEC R6 110 REGISTERED INVESTMENT COMPANY DODGE & COX INCOME I | Registered Investment Companies | — | — | $593K | 13.1% | |
| STANDARD STABLE ASSET II | Common Collective Trusts | — | — | $446K | 9.9% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $432K | 9.5% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $401K | 8.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $262K | 5.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $249K | 5.5% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $133K | 2.9% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $120K | 2.6% | |
| VANGUARD EXPLORER ADMIN | Registered Investment Companies | — | — | $90K | 2.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $89K | 2.0% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $73K | 1.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $51K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $34K | 0.7% | |
| FID ADV INTL SMALL CAP FUND Z 770 REGISTERED INVESTMENT COMPANY VANGUARD TOTAL INTL BD IDX ADM 757 REGISTERED INVESTMENT COMPANY AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $17K | 0.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $10K | 0.2% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $4K | <0.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $2K | <0.1% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1K | <0.1% | |
| BNY MELLON NATURAL RESOURCES Y | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMERFUNDS 2060 TARG DATERET R6 811 REGISTERED INVESTMENT COMPANY AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / 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.
