Dan Nemec signed Executive Director, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Executive Director, Inc.'s EIN is 39-0992016.
Download the official 2024 Form 5500 (PDF) for Executive Director, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Executive Director, Inc.'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 39-2018056 | — | CONSULTING | $49K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Adm | Common Collective Trusts | — | — | $5.8M | 18.9% | |
| Vanguard Target Retment 2040 Fund | Mutual Funds | — | — | $4.1M | 13.5% | |
| Vanguard Target Retment 2050 Fund | Mutual Funds | — | — | $3.5M | 11.6% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.6M | 5.2% | |
| Vanguard Target Retment 2030 Fund | Mutual Funds | — | — | $1.5M | 4.8% | |
| Vanguard Target Retment 2060 Fund | Mutual Funds | — | — | $1.5M | 4.8% | |
| Vanguard Growth Index Adm | Mutual Funds | — | — | $1.2M | 4.0% | |
| Vanguard Target Retment 2045 Fund | Mutual Funds | — | — | $1.2M | 4.0% | |
| Vanguard Intermed-Term Bond Idx Adm | Common Collective Trusts | — | — | $946K | 3.1% | |
| Vanguard Developed Mkt Idx Admiral | Common Collective Trusts | — | — | $916K | 3.0% | |
| Vanguard Target Retment 2035 Fund | Mutual Funds | — | — | $836K | 2.7% | |
| Transamerica Life Ins. Co. Insurance Company/General Account | Common Stocks | — | — | $794K | 2.6% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $703K | 2.3% | |
| Vanguard Emerging Mkt Stock Idx Adm | Common Collective Trusts | — | — | $668K | 2.2% | |
| Vanguard Target Retment 2055 Fund | Mutual Funds | — | — | $646K | 2.1% | |
| Vanguard Mid-Cap Gr Index Admiral | Mutual Funds | — | — | $619K | 2.0% | |
| Vanguard Target Retrmnt 2070 Inv 219 Vanguard Target Retrmnt Inc Fund | Mutual Funds | — | — | $591K | 1.9% | |
| Vanguard Target Retment 2025 Fund | Mutual Funds | — | — | $488K | 1.6% | |
| Vanguard Windsor Adm | Mutual Funds | — | — | $474K | 1.6% | |
| Vanguard REIT Index Adm | Mutual Funds | — | — | $379K | 1.2% | |
| Vanguard Target Retrmnt 2065 Inv | Mutual Funds | — | — | $366K | 1.2% | |
| Vanguard Interm-Term Treasury Adm | Mutual Funds | — | — | $263K | 0.9% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $241K | 0.8% | |
| Vanguard Total Stock Mkt Index Adm | Mutual Funds | — | — | $209K | 0.7% | |
| Vanguard Target Retment 2020 Fund | Mutual Funds | — | — | $162K | 0.5% | |
| Participants Notes Receivable with an interest rate of 6.00% | Bonds / Notes | — | — | $158K | 0.5% | |
| Vanguard Total Bond Mkt Index Adm | Mutual Funds | — | — | $156K | 0.5% | |
| Vanguard Selected Value Inv | Mutual Funds | — | — | $111K | 0.4% | |
| Tiaa-Cref Social Choice Eq Instl | Mutual Funds | — | — | $100K | 0.3% | |
| Vanguard FTSE Social Index Admiral | Mutual Funds | — | — | $61K | 0.2% | |
| Vanguard Inf-Protected Secs Adm | Mutual Funds | — | — | $61K | 0.2% | |
| Vanguard Explorer Adm | Mutual Funds | — | — | $43K | 0.1% | |
| Vanguard Small-Cap Gr Index Fund | Common Collective Trusts | — | — | $39K | 0.1% | |
| Vanguard Total Intl Stock Index Adm | Mutual Funds | — | — | $32K | 0.1% | |
| Vanguard Mid-Cap Value Idx Admiral | Common Collective Trusts | — | — | $15K | <0.1% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $10K | <0.1% | |
| Vanguard International Explorer Inv | Mutual Funds | — | — | $9K | <0.1% | |
| Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
