Dickinson Wright PLLC's EIN is 38-1364333.
Download the official 2024 Form 5500 (PDF) for Dickinson Wright PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dickinson Wright PLLC's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO. | 84-0467907 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $69K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC | 26-0058143 | RALEIGH, NC | INVESTMENT ADVISOR | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 5500 Index | Common Collective Trusts | — | — | $44.6M | 14.6% | |
| Charles Schwab Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $41.6M | 13.6% | |
| TARGET RETIRE 2025 TRUST II VANGUARD · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $24.3M | 8.0% | |
| TARGET RETIRE 2030 TRUST II VANGUARD · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $24.0M | 7.9% | |
| TARGET RETIRE 2035 TRUST II VANGUARD · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $18.9M | 6.2% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTOR TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $15.8M | 5.2% | |
| Mainstay Winslow Large Cap Growth | Other securities | — | — | $14.3M | 4.7% | |
| T. Rowe Price Instl Mid Cap Equity Gr | Other securities | — | — | $11.9M | 3.9% | |
| TARGET RETIRE 2040 TRUST II VANGUARD · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $10.7M | 3.5% | |
| TARGET RETIRE INCM TRUST II VANGUARD · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $10.5M | 3.4% | |
| TARGET RETIRE 2020 TRUST II VANGUARD · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $10.0M | 3.3% | |
| TARGET RETIRE 2045 TRUST II VANGUARD · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $9.9M | 3.3% | |
| TARGET RETIRE 2050 TRUST II VANGUARD · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $9.4M | 3.1% | |
| BlackRock Equity Dividend Institutional | Other securities | — | — | $7.9M | 2.6% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $5.9M | 1.9% | |
| T. Rowe Price QM US Small Cap GR | Other securities | — | — | $5.4M | 1.8% | |
| American Funds Euro Growth Fund | Mutual Funds | — | — | $4.9M | 1.6% | |
| Fidelity Total Bond K6 | Mutual Funds | — | — | $4.6M | 1.5% | |
| TARGET RETIRE 2055 TRUST II VANGUARD · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $4.5M | 1.5% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $4.3M | 1.4% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $4.2M | 1.4% | |
| Vanguard Short Term Bond Index Fund | Common Collective Trusts | — | — | $3.9M | 1.3% | |
| JP Morgan Mid Cap Value Fund | Other securities | — | — | $2.6M | 0.9% | |
| American Beacon Small Cap Value | Other securities | — | — | $2.3M | 0.8% | |
| to 9.50%, due 2025 to 2051 | Bonds / Notes | — | — | $2.1M | 0.7% | |
| PIMCO Income A | Mutual Funds | — | — | $1.9M | 0.6% | |
| TARGET RETIRE 2060 TRUST II VANGUARD · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.6% | |
| MFS International Value Fund | Mutual Funds | — | — | $1.2M | 0.4% | |
| PIMCO Real Return Fund | Mutual Funds | — | — | $714K | 0.2% | |
| TARGET RETIRE 2065 TRUST II VANGUARD · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $583K | 0.2% | |
| Northwestern Mutual Insurance Fund | Other securities | — | — | $202K | <0.1% | |
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $77K | <0.1% | |
| TARGET RETIRE 2070 TRUST II VANGUARD · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EMPOWER ADVISORY GROUP LLC |
| 84-0467907 |
| GREENWOOD VILLAGE, CO |
| INVESTMENT ADVISOR |
| $34K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MANER COSTERISAN | 38-2157642 | LANSING, MI | PROFESSIONAL | $17K | — |
