Marlin Overman signed Dewild Grant Reckert & Associates' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dewild Grant Reckert & Associates' EIN is 42-0895249.
Download the official 2024 Form 5500 (PDF) for Dewild Grant Reckert & Associates from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dewild Grant Reckert & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REDHAWK WEALTH ADVISORS | — | MINNEAPOLIS, MN | NONE | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS ADMIN SERVICES, INC. | 16-1503696 | — | NONE | $226K | — |
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 | |||||
|---|---|---|---|---|---|---|
| E-Valuator Growth RMS S Mutual Fund | Other securities | — | — | $16.5M | 16.5% | |
| E-Valuator Agg Growth RMS S Mutual Fund | Other securities | — | — | $12.7M | 12.7% | |
| Fidelity 500 Index Inst'l Prem Mutual Fund | Common Collective Trusts | — | — | $11.7M | 11.7% | |
| Vanguard Growth Index Admiral Mutual Fund | Mutual Funds | — | — | $7.1M | 7.1% | |
| Fidelity Ttl Mkt Idx Inst Prem Mutual Fund | Common Collective Trusts | — | — | $6.1M | 6.1% | |
| METLIFE STABLE VALUE FUND RELIANCE TRUST · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.8M | 4.8% | |
| E-Valuator Moderate RMS S Mutual Fund | Other securities | — | — | $4.7M | 4.7% | |
| Vanguard Mid-Cap Gr Index Adm Mutual Fund | Mutual Funds | — | — | $3.9M | 3.9% | |
| JPMorgan U.S. Resrch Enh Eq R6 Mutual Fund | Other securities | — | — | $2.6M | 2.6% | |
| INDIVIDUAL DIRECTED ACCOUNT Participant Directed | Other securities | — | — | $2.6M | 2.6% | |
| American Funds Am Balancd R6 Mutual Fund | Mutual Funds | — | — | $2.5M | 2.5% | |
| Vanguard Explorer Admiral Mutual Fund | Mutual Funds | — | — | $2.3M | 2.3% | |
| Fidelity Mid Cap Stock K Mutual Fund | Mutual Funds | — | — | $2.3M | 2.3% | |
| American Funds Nw Prspctv R6 Mutual Fund | Mutual Funds | — | — | $2.2M | 2.2% | |
| PIMCO RAE Fund'tl US Sm Mutual Fund | Mutual Funds | — | — | $2.1M | 2.1% | |
| Brandes Core Plus Fixed Income Mutual Fund | Other securities | — | — | $2.0M | 2.0% | |
| Invesco Comstock R6 Mutual Fund | Mutual Funds | — | — | $1.7M | 1.7% | |
| E-Valuator Very Conserv RMS S Mutual Fund | Other securities | — | — | $1.4M | 1.4% | |
| Schwab Fdmt Intl Eqty Index I Mutual Fund | Mutual Funds | — | — | $1.4M | 1.4% | |
| Payden High Income Mutual Fund | Other securities | — | — | $1.3M | 1.3% | |
| E-Valuator Cons/Mod RMS S Mutual Fund | Other securities | — | — | $1.3M | 1.3% | |
| DFA Int'l Large Cap Growth Mutual Fund | Mutual Funds | — | — | $1.1M | 1.1% | |
| E-Valuator Conserv RMS S Mutual Fund | Other securities | — | — | $703K | 0.7% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $687K | 0.7% | |
| Van FTSE All Wrld Ex US SC Idx Mutual Fund | Common Collective Trusts | — | — | $560K | 0.6% | |
| Amer Beacon EAM Int'l Sm Cp R5 Mutual Fund | Other securities | — | — | $313K | 0.3% | |
| TRP Inst'l Floating Rate Inst Mutual Fund | Bonds / Notes | — | — | $226K | 0.2% | |
| Hartford World Bond R6 Mutual Fund | Other securities | — | — | $183K | 0.2% | |
| EMPLOYEE LOANS 5.25% - 10.5% | Bonds / Notes | — | — | $110K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
