Melanie Siepker signed Dungarvin Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dungarvin Group, Inc.'s EIN is 41-2022672.
Download the official 2024 Form 5500 (PDF) for Dungarvin Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dungarvin Group, 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 |
|---|---|---|---|---|---|
| GREAT-WEST LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP CORPORATE SERVICES (MN) INC | — | PLYMOUTH, MN | INVESTMENT ADVISOR | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Wells Fargo Growth Adm | Other securities | — | — | $3.4M | 15.0% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $3.4M | 15.0% | |
| Glenmede Large Cap Core Port | Other securities | — | — | $2.9M | 12.5% | |
| Great West Life & Annuity Insurance Company Guaranteed Interest Fund | Common Stocks | — | — | $2.7M | 11.7% | |
| Dodge & Cox Global Stock Fund | Mutual Funds | — | — | $2.6M | 11.2% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | — | — | $2.1M | 9.3% | |
| Vanguard Selected Value Inv | Mutual Funds | — | — | $1.5M | 6.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $1.2M | 5.2% | |
| John Hancock Disciplined Value I | Other securities | — | — | $962K | 4.2% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $880K | 3.8% | |
| American Funds Europacific Growth Fund R4 | Mutual Funds | — | — | $647K | 2.8% | |
| Vanguard Target Retirement 2015 Inv 160 Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $259K | 1.1% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $127K | 0.6% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $126K | 0.5% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $24K | 0.1% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $23K | 0.1% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $16K | <0.1% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $4K | <0.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $3K | <0.1% | |
| DIVERSIFIED COLLECTIVE TRUST FUNDS DIVERSIFIED INVESTMENT ADVISORS · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
