Michael Dresden signed DART Appraisal.COM's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DART Appraisal.COM's EIN is 38-3503497.
Download the official 2024 Form 5500 (PDF) for DART Appraisal.COM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DART Appraisal.COM'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $302 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| TPA ALLOWANCE PAYMENT MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $4.4M | 99.2% | |
| ISHARES S&P 500 INDEX K Pooled Separate Accounts | Pooled Separate Accounts | — | — | $599K | 13.6% | |
| MASSMUTUAL BLUE CHIP GROWTH I Pooled Separate Accounts | Pooled Separate Accounts | — | — | $597K | 13.5% | |
| FRANKLIN TOTAL ADVANTAGE 2035 FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $358K | 8.1% | |
| FRANKLIN TOTAL ADVANTAGE 2040 FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $342K | 7.7% | |
| FRANKLIN TOTAL ADVANTAGE 2030 FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $309K | 7.0% | |
| FRANKLIN TOTAL ADVANTAGE 2025 FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $292K | 6.6% | |
| FRANKLIN TOTAL ADVANTAGE RET FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $283K | 6.4% | |
| FRANKLIN TOTAL ADVANTAGE 2055 FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $223K | 5.1% | |
| FRANKLIN TOTAL ADVANTAGE 2045 FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $203K | 4.6% | |
| INVESCO CORE BOND R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $175K | 4.0% | |
| FRANKLIN TOTAL ADVANTAGE 2050 FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $151K | 3.4% | |
| EATON VANCE INCOME FUND OF BOSTON R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $127K | 2.9% | |
| FIDELITY INTERNATIONAL INDEX Pooled Separate Accounts | Pooled Separate Accounts | — | — | $110K | 2.5% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $102K | 2.3% | |
| ISHARES RUSSELL MID-CAP INDEX K Pooled Separate Accounts | Pooled Separate Accounts | — | — | $100K | 2.3% | |
| JPMORGAN US GOVERNMENT MMKT INSTL Pooled Separate Accounts | Pooled Separate Accounts | — | — | $93K | 2.1% | |
| ISHARES RUSSELL 2000 SMALL-CAP IDX K Pooled Separate Accounts | Pooled Separate Accounts | — | — | $60K | 1.4% | |
| HARTFORD EQUITY INCOME R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $54K | 1.2% | |
| FRANKLIN TOTAL ADVANTAGE 2060 FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $52K | 1.2% | |
| FRANKLIN TOTAL ADVANTAGE 2020 FUND CL R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $42K | 1.0% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $39K | 0.9% | |
| maturing through March 2029 | Other securities | — | — | $34K | 0.8% | |
| MASSMUTUAL MID CAP GROWTH I Pooled Separate Accounts | Pooled Separate Accounts | — | — | $14K | 0.3% | |
| AMERICAN FUNDS CAPITAL WORLD GR&INC R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $11K | 0.3% | |
| AB GLOBAL BOND Z Pooled Separate Accounts ** 643 ALLSPRING SPECIAL MID CAP VALUE R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $11K | 0.3% | |
| MACQUARIE SMALL CAP GROWTH R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $10K | 0.2% | |
| ALLSPRING SPECIAL SMALL CAP VALUE R6 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| DFA REAL ESTATE SECURITIES I Pooled Separate Accounts | Pooled Separate Accounts | — | — | $8K | 0.2% | |
| COLUMBIA GLOBAL VALUE INST3 Pooled Separate Accounts | Pooled Separate Accounts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| UBS FINANCIAL SERVICES INC |
| — |
| NASHVILLE, TN |
| INVESTMENT ADVISOR |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE RETIREMENT ADVANTAGE INC | — | PORT WASHINGTON, WI | CONTRACT ADMIN | $6K | — |
