Becki Dolesy signed D & S Manufacturing, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D & S Manufacturing, Inc.'s EIN is 39-1088864.
Download the official 2024 Form 5500 (PDF) for D & S Manufacturing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)D & S Manufacturing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $58K | — |
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 | |||||
|---|---|---|---|---|---|---|
| ASSOCIATED GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $1.7M | 14.8% | |
| ASSOC CONSERV GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771935 / PN 001 | Common Collective Trust | — | — | $1.5M | 13.2% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $1.4M | 12.2% | |
| STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.9% | |
| Harbor Cap Appreciation Fund Mutual fund | Other securities | — | — | $1.1M | 9.6% | |
| ASSOC GROWTH BALANCED LIFESTAGE FD ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771934 / PN 001 | Common Collective Trust | — | — | $1.1M | 9.2% | |
| Vanguard Index TR 500 Admiral Shares Mutual fund | Mutual Funds | — | — | $870K | 7.5% | |
| ASSOC CONSERV BALANCED LIFESTAGE FD ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771932 / PN 001 | Common Collective Trust | — | — | $434K | 3.7% | |
| MFS International Diversification Mutual fund | Mutual Funds | — | — | $344K | 3.0% | |
| Dodge & Cox Stock Fund Mutual fund | Mutual Funds | — | — | $337K | 2.9% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $223K | 1.9% | |
| T Rowe PR Mid Cap Value Fund - I Mutual fund | Other securities | — | — | $212K | 1.8% | |
| Vanguard Small Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $207K | 1.8% | |
| Vanguard Mid Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $202K | 1.7% | |
| Wasatch Small Cap Growth Fund Mutual fund | Other securities | — | — | $202K | 1.7% | |
| MFS Mid Cap Growth Fund Mutual fund | Mutual Funds | — | — | $184K | 1.6% | |
| American Beacon Small Cap Value Mutual fund | Other securities | — | — | $118K | 1.0% | |
| Participant loans Interest rates of 4.25% to 9.50% $0 | Bonds / Notes | — | — | $89K | 0.8% | |
| T Rowe Price Overseas Stock Index Mutual fund | Mutual Funds | — | — | $83K | 0.7% | |
| American Funds New World Mutual fund | Mutual Funds | — | — | $67K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
