Chuck Briggs signed Dagenais Enterprises Management Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dagenais Enterprises Management Company, Inc.'s EIN is 38-3387316.
Download the official 2024 Form 5500 (PDF) for Dagenais Enterprises Management Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dagenais Enterprises Management Company, Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KERBER ROSE WEALTH MANAGEMENT | 30-0793896 | — | ADVISOR | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.2M | 13.3% | |
| FID FREEDOM 2030 K6 Mutual funds @ | Mutual Funds | — | — | $1.8M | 10.9% | |
| FID FREEDOM 2035 K6 Mutual funds @ | Mutual Funds | — | — | $1.5M | 9.1% | |
| FID 500 INDEX Mutual funds @ | Common Collective Trusts | — | — | $1.3M | 7.9% | |
| DODGE & COX STOCK Mutual funds @ | Mutual Funds | — | — | $1.2M | 7.3% | |
| FID FREEDOM 2045 K6 Mutual funds @ | Mutual Funds | — | — | $921K | 5.6% | |
| FID FREEDOM 2040 K6 Mutual funds @ | Mutual Funds | — | — | $815K | 5.0% | |
| FID FREEDOM 2055 K6 Mutual funds @ | Mutual Funds | — | — | $808K | 4.9% | |
| FID FREEDOM 2025 K6 Mutual funds @ | Mutual Funds | — | — | $695K | 4.2% | |
| VANG INTL GROWTH ADM Mutual funds @ 122 VANG WELLINGTON ADM Mutual funds @ | Other securities | — | — | $612K | 3.7% | |
| FID FREEDOM 2060 K6 Mutual funds @ | Mutual Funds | — | — | $443K | 2.7% | |
| FID FREEDOM 2065 K6 Mutual funds @ | Mutual Funds | — | — | $374K | 2.3% | |
| VANG WINDSOR II ADM Mutual funds @ | Other securities | — | — | $368K | 2.2% | |
| maturities and payment schedules - 0 - | Other securities | — | — | $334K | 2.0% | |
| FID LG CAP GR IDX Mutual funds @ | Common Collective Trusts | — | — | $327K | 2.0% | |
| AF GRTH & INC R6 Mutual funds @ | Common Stocks | — | — | $292K | 1.8% | |
| FID FREEDOM 2020 K6 Mutual funds @ | Mutual Funds | — | — | $286K | 1.7% | |
| FID FREEDOM 2050 K6 Mutual funds @ | Mutual Funds | — | — | $265K | 1.6% | |
| FID FREEDOM INC K6 Mutual funds @ 668 * FID MID CAP VAL IDX Mutual funds @ | Common Collective Trusts | — | — | $255K | 1.6% | |
| PGIM HIGH YIELD R6 Mutual funds @ | Other securities | — | — | $253K | 1.5% | |
| HTFD STRAT INC R6 17440 @ | Common Stocks | — | — | $207K | 1.3% | |
| JPM LG CAP GROWTH R6 Mutual funds @ | Other securities | — | — | $202K | 1.2% | |
| VANG SMCPVL IDX ADM Mutual funds @ | Common Collective Trusts | — | — | $194K | 1.2% | |
| AF BOND FD AMER R6 Mutual funds @ | Other securities | — | — | $164K | 1.0% | |
| VANGUARD INTL VALUE Mutual funds @ | Mutual Funds | — | — | $111K | 0.7% | |
| FID INFL PR BD IDX Mutual funds @ | Common Collective Trusts | — | — | $98K | 0.6% | |
| BLKRK HLTH SCI OPP K Mutual funds @ | Other securities | — | — | $84K | 0.5% | |
| FID INVST GR BD Mutual funds @ | Mutual Funds | — | — | $62K | 0.4% | |
| FID SM CAP IDX Mutual funds @ | Common Collective Trusts | — | — | $58K | 0.4% | |
| FID MID CAP IDX Mutual funds @ | Common Collective Trusts | — | — | $52K | 0.3% | |
| AF NEW WORLD R6 Mutual funds @ | Other securities | — | — | $36K | 0.2% | |
| FID GLB EX US IDX Mutual funds @ | Common Collective Trusts | — | — | $35K | 0.2% | |
| VANG ST FEDERAL ADM Mutual funds @ | Other securities | — | — | $32K | 0.2% | |
| IS R SM/MD-CAP IDX K Mutual funds @ | Common Collective Trusts | — | — | $11K | <0.1% | |
| FID GOVT MMKT K6 Money Market @ | Mutual Funds | — | — | $6K | <0.1% | |
| FID INTL REAL ESTATE Mutual funds @ | Mutual Funds | — | — | $4K | <0.1% | |
| FID FREEDOM 2070 K6 Mutual funds @ | Mutual Funds | — | — | $2K | <0.1% | |
| FID US BOND IDX Mutual funds @ | Common Collective Trusts | — | — | $2K | <0.1% | |
| PGIM J MID-CAP GR R6 Mutual funds @ | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
