Bobby Dean signed Dean Distributing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dean Distributing, Inc.'s EIN is 39-1040720.
Download the official 2024 Form 5500 (PDF) for Dean Distributing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dean Distributing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $13K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES, INC. | 04-2675571 |
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 | |||||
|---|---|---|---|---|---|---|
| PIM STOCKSPLUS LONG DUR INST | Registered Investment Companies | — | — | $3.1M | 16.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.2M | 12.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.8M | 10.0% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.8M | 9.7% | |
| JANUS HENDERSON TRITON FUND N 195 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.7M | 9.6% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $1.2M | 6.6% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $949K | 5.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $904K | 5.0% | |
| FIDELITY ADVISOR TECHNOLOGY I | Registered Investment Companies | — | — | $855K | 4.7% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $854K | 4.7% | |
| FIDELITY EMERGING MARKETS FUND | Registered Investment Companies | — | — | $458K | 2.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $358K | 2.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $318K | 1.7% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $316K | 1.7% | |
| MACQUARIE SMALL CAP VALUE INST | Registered Investment Companies | — | — | $248K | 1.4% | |
| MFS MASS INV GRTH STK R4 | Registered Investment Companies | — | — | $168K | 0.9% | |
| VAN SELECTED VALUE - INV | Registered Investment Companies | — | — | $148K | 0.8% | |
| TROWE PRICE HEALTH SCIENCES | Registered Investment Companies | — | — | $144K | 0.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $106K | 0.6% | |
| FRANKLIN UTILITIES FUND - ADV | Registered Investment Companies | — | — | $104K | 0.6% | |
| PIMCO TOTAL RETURN FUND - INST 659 REGISTERED INVESTMENT COMPANY DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $76K | 0.4% | |
| JOHN HANCOCK INTL GROWTH I | Registered Investment Companies | — | — | $73K | 0.4% | |
| TROWE PRICE DIVERSIFIED MCG | Registered Investment Companies | — | — | $57K | 0.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $36K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $33K |
| — |
