Ashish Kapoor signed Deutsche Boerse Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deutsche Boerse Systems, Inc.'s EIN is 36-4388576.
Download the official 2024 Form 5500 (PDF) for Deutsche Boerse Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deutsche Boerse Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $2K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO, 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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $4.1M | 18.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.9M | 12.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.8M | 12.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $2.5M | 11.3% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $2.0M | 8.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.2M | 5.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.0M | 4.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $658K | 2.9% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $585K | 2.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $541K | 2.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $416K | 1.9% | |
| DFA US SM CAP PORTFOLIO INST | Registered Investment Companies | — | — | $407K | 1.8% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $394K | 1.8% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $385K | 1.7% | |
| DFA ONE YR FIXED INC INSTL | Registered Investment Companies | — | — | $363K | 1.6% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $360K | 1.6% | |
| GS GQG PTNRS INTL OPP R6 | Registered Investment Companies | — | — | $226K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $200K | 0.9% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $172K | 0.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $168K | 0.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $150K | 0.7% | |
| VANGUARD ST INPRO SEC IND ADM | Registered Investment Companies | — | — | $148K | 0.7% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $145K | 0.7% | |
| AMERFUNDS SMALLCAP WORLD R6 | Registered Investment Companies | — | — | $125K | 0.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $114K | 0.5% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $99K | 0.4% | |
| COHEN & STEERS INST REALTY | Registered Investment Companies | — | — | $90K | 0.4% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $42K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $17K | <0.1% | |
| PIMCO INTL BOND USD HDGD I | Registered Investment Companies | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| INVESTMENT MANAGER |
| $52 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | 36-3983748 | — | INVESTMENT/FINANCIAL ADVI | $46K | — |
