Isabel Tarnowski signed Douglas Dynamics, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Douglas Dynamics, L.L.C.'s EIN is 42-1623692.
Download the official 2024 Form 5500 (PDF) for Douglas Dynamics, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Douglas Dynamics, L.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $283K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| Great Gray Trust Company RetirePilot Moderate Retirement Fund | Common Stocks | — | — | $24.7M | 15.6% | |
| RETIREPILOT MOD RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304105 / PN 001 | Common Collective Trust | — | — | $24.7M | 15.6% | |
| RETIREPILOT MOD 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304107 / PN 001 | Common Collective Trust | — | — | $23.6M | 14.9% | |
| RETIREPILOT MOD 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304108 / PN 001 | Common Collective Trust | — | — | $17.9M | 11.3% | |
| RETIREPILOT MOD 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304109 / PN 001 | Common Collective Trust | — | — | $16.1M | 10.2% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $12.3M | 7.8% | |
| T. Rowe Price Funds T. Rowe Price Capital Appreciation Fund | Other securities | — | — | $8.3M | 5.3% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $7.7M | 4.9% | |
| LARGE CAP GRWTH FUND IV CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7289851 / PN 001 | Common Collective Trust | — | — | $7.5M | 4.8% | |
| RETIREPILOT MOD 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304110 / PN 001 | Common Collective Trust | — | — | $4.5M | 2.8% | |
| Investment Contract * Principal Life Insurance Company Principal Fixed Income Guaranteed Option | Common Stocks | — | — | $4.5M | 2.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $3.8M | 2.4% | |
| THE DGI GROWTH R1 FUND HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 153 | Common Collective Trust | — | — | $3.6M | 2.3% | |
| Participant Loans Notes receivable from participants (1) - | Participant loans | — | — | $3.2M | 2.0% | |
| Dodge and Cox Funds Dodge & Cox Income X Fund | Mutual Funds | — | — | $2.4M | 1.5% | |
| Invesco Value Opp | Mutual Funds | — | — | $2.3M | 1.5% | |
| INTERNATIONAL GROWTH II R1 FD GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $2.2M | 1.4% | |
| Vanguard Group Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $2.2M | 1.4% | |
| * Douglas Dynamics, Inc. Common Stock Company Common Stock | Common Stocks | — | — | $1.9M | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.8M | 1.2% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.7M | 1.1% | |
| Wells Fargo Allspring Short-Term High Income Institutional Fund | Mutual Funds | — | — | $1.2M | 0.7% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | — | $1.1M | 0.7% | |
| American Funds American Funds New World R6 Fund | Mutual Funds | — | — | $1.1M | 0.7% | |
| Common Collective Trusts Great Gray Trust Company Blackrock Equity Index Fund | Common Collective Trusts | — | — | $877K | 0.6% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $877K | 0.6% | |
| RETIREPILOT AGG 2045 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304114 / PN 001 | Common Collective Trust | — | — | $581K | 0.4% | |
| RETIREPILOT AGG 2035 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304113 / PN 001 | Common Collective Trust | — | — | $443K | 0.3% | |
| RETIREPILOT CONSERV 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304104 / PN 001 | Common Collective Trust | — | — | $218K | 0.1% | |
| Great Gray Trust Company RetirePilot Aggressive Retirement Fund | Common Stocks | — | — | $183K | 0.1% | |
| RETIREPILOT AGG RET FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304111 / PN 001 | Common Collective Trust | — | — | $183K | 0.1% | |
| RETIREPILOT AGG 2055 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304115 / PN 001 | Common Collective Trust | — | — | $87K | <0.1% | |
| RETIREPILOT AGG 2065 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304116 / PN 001 | Common Collective Trust | — | — | $80K | <0.1% | |
| RETIREPILOT CONSERV 2055 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304103 / PN 001 | Common Collective Trust | — | — | $56K | <0.1% | |
| RETIREPILOT CONSERV 2045 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304102 / PN 001 | Common Collective Trust | — | — | $1K | <0.1% | |
| RETIREPILOT CONSERV 2025 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304100 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT MOD 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304106 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT CONSERV 2035 R1 GREAT GRAY TRUST COMPANY · EIN 38-7304101 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RETIREPILOT AGG 2025 FUND R1 GREAT GRAY TRUST COMPANY · EIN 38-7304112 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP GROWTH R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPECIALIZED RETIREMENT CONSULTANTS | 87-2623150 | — | INVESTMENT ADVISORY | $0 | — |
