Brooke Kriegel signed Discovery Living, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Discovery Living, Inc.'s EIN is 42-1082773.
Download the official 2024 Form 5500 (PDF) for Discovery Living, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Discovery Living, 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 |
|---|---|---|---|---|---|
| STEELE CAPITAL MANAGEMENT, INC. | 42-1460565 | — | NONE | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| STRATEGIC ROADMAP BALANCED FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 268 | Common Collective Trust | — | — | $1.7M | 49.2% | |
| STRATEGIC ROADMAP GROWTH FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 270 | Common Collective Trust | — | — | $521K | 14.7% | |
| STRATEGIC ROADMAP AGGRESSIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 267 | Common Collective Trust | — | — | $196K | 5.5% | |
| STRATEGIC ROADMAP CONSERVATIVE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 269 | Common Collective Trust | — | — | $159K | 4.5% | |
| Vanguard Growth Index FD Admiral | Mutual Funds | — | — | $139K | 3.9% | |
| STRATEGIC ROADMAP MODERATE FUND MATRIX TRUST COMPANY · EIN 75-3182674 / PN 271 | Common Collective Trust | — | — | $124K | 3.5% | |
| Charles Schwab Intl Index FD 936 * Charles Schwab S&P 500 Index Fund-Select S | Common Collective Trusts | — | — | $107K | 3.0% | |
| SCHWAB INDEXED RET TRUST FD 2050 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $90K | 2.5% | |
| SCHWAB INDEXED RET TRUST FD 2035 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $72K | 2.0% | |
| SCHWAB INDEXED RET TRUST FD 2040 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $58K | 1.6% | |
| Vanguard Mid-Cap Growth Index Admira | Mutual Funds | — | — | $48K | 1.3% | |
| Vanguard Small Cap Growth Index Admi | Mutual Funds | — | — | $44K | 1.3% | |
| SCHWAB INDEXED RET TRUST FD 2045 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $42K | 1.2% | |
| SCHWAB INDEXED RET TRUST FD 2060 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $16K | 0.4% | |
| DFA Emerg Mkts Core Eqty Port Instl 467 DFA Real Estate Securities Port Inst | Mutual Funds | — | — | $16K | 0.4% | |
| Vanguard Mid-Cap Value Index Admi | Mutual Funds | — | — | $16K | 0.4% | |
| Vanguard Intl Growth Admiral Class | Mutual Funds | — | — | $12K | 0.3% | |
| SCHWAB INDEXED RET TRUST FD 2030 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $9K | 0.3% | |
| Doubleline Total Returned FD CL I | Other securities | — | — | $8K | 0.2% | |
| SCHWAB INDEXED RET TRUST FD 2055 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $4K | 0.1% | |
| Cash * Charles Schwab Cash Accounts | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Small Cap Value Index Admir | Mutual Funds | — | — | $2K | <0.1% | |
| DFA U.S. Core Equity 1 Port Instl | Mutual Funds | — | — | $1K | <0.1% | |
| SCHWAB INDEXED RET TRUST FD 2025 CHARLES SCHWAB BANK · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $262 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
