Diane Maher signed DP Fox Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DP Fox Holdings, LLC's EIN is 38-3154669.
Download the official 2024 Form 5500 (PDF) for DP Fox Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DP Fox Holdings, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $235K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | — | ATLANTA, GA | RETAINED BY EMPLOYER | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONROE, SWEERIS & TROMP P. L. C. | 38-2621598 | GRAND RAPIDS, MI | RETAINED BY EMPLOYER | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 R6 588,645 shares | Mutual Funds | — | $589K | $14.2M | 12.6% | |
| Nuveen Lifecycle Index 2035 R6 527,736 shares | Mutual Funds | — | $528K | $14.1M | 12.5% | |
| Nuveen Lifecycle Index 2045 R6 410,938 shares | Mutual Funds | — | $411K | $12.7M | 11.2% | |
| Nuveen Lifecycle Index 2050 R6 344,155 shares | Mutual Funds | — | $344K | $10.8M | 9.6% | |
| Nuveen Lifecycle Index 2025 R6 360,083 shares | Mutual Funds | — | $360K | $7.7M | 6.8% | |
| Nuveen Lifecycle Index 2040 R6 237,331 shares | Mutual Funds | — | $237K | $6.9M | 6.2% | |
| Fidelity 500 Index Fd 31,576 shares | Common Collective Trusts | — | $32K | $6.4M | 5.7% | |
| Nuveen Lifecycle Index 2055 R6 220,966 shares | Mutual Funds | — | $221K | $5.6M | 5.0% | |
| Nuveen Lifecycle Index 2060 R6 269,053 shares | Mutual Funds | — | $269K | $5.3M | 4.7% | |
| Harbor Cap Appreciation Ret 42,649 shares | Other securities | — | $43K | $4.9M | 4.3% | |
| Nuveen Lifecycle Index 2020 R6 212,756 shares | Mutual Funds | — | $213K | $4.0M | 3.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY, LLC · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $2.8M | $2.8M | 2.5% | |
| Participant loans 4.25% - 9.50% | Bonds / Notes | — | — | $2.2M | 1.9% | |
| Fidelity Mid Cap Index Fund 50,245 shares | Common Collective Trusts | — | $50K | $1.7M | 1.5% | |
| Nuveen Lifecycle Index 2015 R6 98,976 shares | Mutual Funds | — | $99K | $1.7M | 1.5% | |
| MFS Mid Cap Value Fd R6 45,685 shares | Mutual Funds | — | $46K | $1.5M | 1.3% | |
| JP Morgan Equity Income R6 51,101 shares | Other securities | — | $51K | $1.2M | 1.1% | |
| Fidelity International Idx Fd 25,025 shares | Common Collective Trusts | — | $25K | $1.2M | 1.1% | |
| Nuveen Lifecycle Index 2010 R6 61,949 shares | Mutual Funds | — | $62K | $1.0M | 0.9% | |
| American New World Fund R6 12,814 shares | Other securities | — | $13K | $986K | 0.9% | |
| Fidelity Sm Cap Index Fund 34,810 shares | Common Collective Trusts | — | $35K | $964K | 0.9% | |
| Insurance Company Fidelity US Bond Index Fd 80,810 shares | Mutual Funds | — | $81K | $826K | 0.7% | |
| Principal SmCap Growth I R6 55,336 shares | Other securities | — | $55K | $825K | 0.7% | |
| Metwest Tot Ret Bond (Plan) 84,191 shares | U.S. Treasuries | — | $84K | $700K | 0.6% | |
| Insurance Company Vanguard Real Estate Index Adm (continued) 4,582 shares | Mutual Funds | — | $5K | $579K | 0.5% | |
| American Funds Inf Linked R6 47,032 shares | Mutual Funds | — | $47K | $430K | 0.4% | |
| American Cent Sm Cap Val R6 35,742 shares | Other securities | — | $36K | $377K | 0.3% | |
| American EuroPacific Growth R6 6,285 shares | Other securities | — | $6K | $338K | 0.3% | |
| Nuveen Lifecycle Idx Rt Inc R6 20,474 shares | Common Collective Trusts | — | $20K | $327K | 0.3% | |
| JP Morgan US Govt Money Market 269,494 shares | Cash / Money Market | — | $269K | $269K | 0.2% | |
| Pimco Int Bd USD Hedged Inst 26,233 shares | Mutual Funds | — | $26K | $260K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
