Maryn Taylor signed Delta Delta Delta's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delta Delta Delta's EIN is 36-2374316.
Download the official 2024 Form 5500 (PDF) for Delta Delta Delta from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delta Delta Delta's plan includes 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COTA STREET INVESTMENT MANAGEMENT | — | SANTA BARBARA, CA | INVESTMENT MGMT | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADV TRST 2050 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $394K | 12.8% | |
| PUTNAM RETIREMENT ADV TRST 2030 X PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $390K | 12.7% | |
| PUTNAM RETIREMENT ADV TRST 2035 X PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $327K | 10.7% | |
| COTA STREET MANAGED EQUITY ACCUMULA GREAT GRAY · EIN 38-4116855 / PN 523 | Common Collective Trust | — | — | $302K | 9.8% | |
| PUTNAM RETIREMENT ADV TRST 2045 X PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $270K | 8.8% | |
| PUTNAM RETIREMENT ADV TRST 2055 X PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $211K | 6.9% | |
| PUTNAM RETIREMENT ADV TRST 2060 X PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $176K | 5.7% | |
| PUTNAM RETIREMENT ADV TRST 2040 X PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $170K | 5.5% | |
| COTA STREET MANAGED BLEND ACCUMULAT GREAT GRAY · EIN 38-4116856 / PN 524 | Common Collective Trust | — | — | $147K | 4.8% | |
| PUTNAM RETIREMENT ADV TRST 2025 X PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $130K | 4.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $128K | 4.2% | |
| COTA STREET MANAGED BLEND DECUMULAT GREAT GRAY · EIN 38-4116859 / PN 527 | Common Collective Trust | — | — | $110K | 3.6% | |
| COTA STREET MANAGED EQUITY DECUMULA GREAT GRAY · EIN 38-4116858 / PN 526 | Common Collective Trust | — | — | $76K | 2.5% | |
| Undiscovered MGRS Behavioral Value R6 Mutual Funds | Other securities | — | — | $40K | 1.3% | |
| American Century Mid-Cap Value R6 Mutual Funds | Other securities | — | — | $37K | 1.2% | |
| MFS INTL Diversification R6 Mutual Funds ** 826 PIMCO Income Fund Institutional Class Mutual Funds | Mutual Funds | — | — | $35K | 1.1% | |
| American Funds New World R6 Mutual Funds ** 773 DFA Inflation-Protected Securities I Mutual Funds | Mutual Funds | — | — | $31K | 1.0% | |
| Fidelity 500 Index Mutual Funds | Common Collective Trusts | — | — | $20K | 0.7% | |
| Fidelity International Index Mutual Funds ** 890 Fidelity Mid-Cap Index Mutual Funds | Mutual Funds | — | — | $16K | 0.5% | |
| Notes receivable from participant December 2027) -0- | Other securities | — | — | $16K | 0.5% | |
| JP Morgan Large-Cap Growth R6 Mutual Funds | Other securities | — | — | $14K | 0.4% | |
| Fidelity Small-Cap Index Mutual Funds | Mutual Funds | — | — | $9K | 0.3% | |
| ^ Empower Guaranteed Interest Fund Guaranteed Investment Contract at 1.75% | Stable Value | — | — | $6K | 0.2% | |
| American Funds American Mutual R6 Mutual Funds | Mutual Funds | — | — | $3K | 0.1% | |
| American Funds New Prospective R6 Mutual Funds | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Advisor Total Bond Z Mutual Funds | Mutual Funds | — | — | $2K | <0.1% | |
| American Century Small-Cap Growth R6 Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| COTA STREET MANAGED FIXED INCOME DE GREAT GRAY · EIN 38-4116860 / PN 528 | Common Collective Trust | — | — | $757 | <0.1% | |
| COTA STREET MANAGED FIXED INCOME AC GREAT GRAY · EIN 38-4116857 / PN 525 | Common Collective Trust | — | — | $347 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASAE BUSINESS SERVICES | — | WASHINGTON, DC | OTHER | $874 | — |
