Luke Burmeister signed Didion Milling, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Didion Milling, Inc.'s EIN is 39-1251904.
Download the official 2024 Form 5500 (PDF) for Didion Milling, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Didion Milling, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | 13-3689044 | — | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | INVESTMENT ADVISOR | $35K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRANT THORNTON LLP | 36-6055558 | — | AUDITOR | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| LORD ABBETT CORE BD CLASS I1 WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $3.3M | 14.5% | |
| LG CAP GR III I1 WILMINGTON TRUST · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $2.6M | 11.5% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $2.3M | 10.2% | |
| Fidelity Freedom Index 2040 Instl Prem | Mutual Funds | — | — | $1.8M | 7.8% | |
| American Funds American Balanced R6 | Mutual Funds | — | — | $1.7M | 7.3% | |
| Alger Weatherbie Specialized Growth Z | Mutual Funds | — | — | $1.4M | 6.2% | |
| Fidelity Freedom Index 2020 Instl Prem | Mutual Funds | — | — | $1.3M | 5.8% | |
| American Funds American Mutual R6 | Mutual Funds | — | — | $1.1M | 4.8% | |
| Collective trust funds Wilmington Trust International Growth Fund II I1 | Common Collective Trusts | — | — | $1.0M | 4.6% | |
| INTL GR FUND II I1 WILMINGTON TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $1.0M | 4.6% | |
| Fidelity Freedom Index 2030 Instl Prem | Mutual Funds | — | — | $867K | 3.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $833K | 3.7% | |
| Group variable annuity account * Transamerica Life Insurance Company Stable Value Beacon Option | Stable Value | — | — | $777K | 3.4% | |
| SMALL CAP VAL II I1 WILMINGTON TRUST · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $719K | 3.2% | |
| Fidelity Total International Index | Mutual Funds | — | — | $685K | 3.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $480K | 2.1% | |
| Fidelity Freedom Index 2035 Instl Prem | Mutual Funds | — | — | $349K | 1.6% | |
| Fidelity Freedom Index 2045 Instl Prem | Mutual Funds | — | — | $312K | 1.4% | |
| Fidelity Freedom Index 2060 Instl Prem | Mutual Funds | — | — | $207K | 0.9% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $179K | 0.8% | |
| Fidelity Freedom Index 2050 Instl Prem | Mutual Funds | — | — | $172K | 0.8% | |
| MFS Investment Management Mid Cap Value R6 | Mutual Funds | — | — | $162K | 0.7% | |
| Fidelity Freedom Index 2055 Instl Prem | Mutual Funds | — | — | $133K | 0.6% | |
| SMALL CAP GR CLASS I1 WILMINGTON TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $129K | 0.6% | |
| Fidelity Freedom Index Inc Instl Prem | Mutual Funds | — | — | $90K | 0.4% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | Bonds / Notes | — | — | $27K | 0.1% | |
| through August 2030 | Other securities | — | — | $27K | 0.1% | |
| Fidelity Freedom Index 2065 Instl Prem | Mutual Funds | — | — | $23K | 0.1% | |
| Fidelity Freedom Index 2025 Instl Prem | Mutual Funds | — | — | $3K | <0.1% | |
| Interest bearing cash * Transamerica Trust Company Cash Reserve Account | Cash / Money Market | — | — | $3K | <0.1% | |
| CORE PLUS BD II I1 WILMINGTON TRUST · EIN 38-7271377 / PN 758 | Common Collective Trust | — | — | $0 | <0.1% |
