Eugene Olson signed Deans Professional Plumbing Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deans Professional Plumbing Inc.'s EIN is 41-1847254.
Download the official 2024 Form 5500 (PDF) for Deans Professional Plumbing Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deans Professional Plumbing 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 |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | 74-2794194 | AUSTIN, TX | ADVISOR | $21K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement Income 2050 Fund | Mutual Funds | — | — | $1.5M | 22.1% | |
| Vanguard Target Retirement Income 2045 Fund | Mutual Funds | — | — | $1.4M | 20.6% | |
| Vanguard Information Technology Index Fund Admiral | Common Collective Trusts | — | — | $851K | 12.4% | |
| Vanguard Target Retirement Income 2055 Fund | Mutual Funds | — | — | $838K | 12.3% | |
| Vanguard Target Retirement Income 2060 Fund | Mutual Funds | — | — | $573K | 8.4% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $392K | 5.7% | |
| Vanguard Target Retirement Income 2040 Fund | Mutual Funds | — | — | $307K | 4.5% | |
| Vanguard Target Retirement Income 2065 Fund | Mutual Funds | — | — | $261K | 3.8% | |
| Vanguard LifeStrategy Growth Fund Investor Shares ** 334 Vanguard Target Retirement Income 2030 Fund | Mutual Funds | — | — | $226K | 3.3% | |
| Notes Receivable From 4.25%-9.50% through June 2029 | Bonds / Notes | — | — | $190K | 2.8% | |
| Vanguard Federal Money Market Funds | Mutual Funds | — | — | $60K | 0.9% | |
| Columbia Small Cap Growth Fund Institutional 3 Class | Other securities | — | — | $44K | 0.6% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $27K | 0.4% | |
| Vanguard International Growth Fund Admiral Shares | Mutual Funds | — | — | $27K | 0.4% | |
| Shares Vanguard Health Care Index Fund Admiral Shares | Common Collective Trusts | — | — | $26K | 0.4% | |
| Vanguard Target Retirement Income 2070 Fund | Mutual Funds | — | — | $20K | 0.3% | |
| BlackRock Emerging Market Fund, Inc Institutional Shares | Common Stocks | — | — | $19K | 0.3% | |
| Vanguard Small-Cap Index Fund Admiral Shares | Common Collective Trusts | — | — | $18K | 0.3% | |
| Vanguard Target Retirement Income 2035 Fund | Mutual Funds | — | — | $17K | 0.2% | |
| Voya Intermediate Bond Fund Class R6 | Other securities | — | — | $10K | 0.1% | |
| Voya Small Cap Growth Fund Class R6 | Other securities | — | — | $6K | <0.1% | |
| BlackRock High Yield Bond Portfolio Class K | Other securities | — | — | $4K | <0.1% | |
| DFA Emerging Markets Portfolio | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
