JOSH Mills signed Delta Computer Consulting's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delta Computer Consulting's EIN is 33-0252871.
Download the official 2024 Form 5500 (PDF) for Delta Computer Consulting from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delta Computer Consulting'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 | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMORGAN US EQUITY FUND R6 | Registered Investment Companies | — | — | $3.1M | 11.8% | |
| CLEARBRIDGE LARGE CAP GR IS | Registered Investment Companies | — | — | $3.0M | 11.4% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $2.9M | 11.0% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.2M | 8.1% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $1.6M | 5.9% | |
| COLUMBIA SELIGMAN GLBL TECH I2 | Registered Investment Companies | — | — | $1.6M | 5.8% | |
| BLK HEALTH SCI OPP PORT -INST | Registered Investment Companies | — | — | $1.3M | 4.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $1.0M | 3.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $964K | 3.6% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $791K | 3.0% | |
| VICTORY SMALL CO OPP R6 | Registered Investment Companies | — | — | $738K | 2.8% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $729K | 2.7% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $676K | 2.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $674K | 2.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $639K | 2.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $556K | 2.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $489K | 1.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $413K | 1.5% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $352K | 1.3% | |
| PRI REAL ESTATE SECURITIES R6 | Registered Investment Companies | — | — | $346K | 1.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $299K | 1.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $192K | 0.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $180K | 0.7% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $171K | 0.6% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $170K | 0.6% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $99K | 0.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $74K | 0.3% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $65K | 0.2% | |
| VANGUARD WELLESLEY INCOME-ADMR | Registered Investment Companies | — | — | $43K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $37K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WALTERS FINANCIAL SERVICES | 59-3618759 | — | ACCOUNTANT | $8K | — |
