Mark Indvik signed Development Homes, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Development Homes, Inc.'s EIN is 45-0322736.
Download the official 2024 Form 5500 (PDF) for Development Homes, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Development Homes, 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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL, N.A. | 45-6062081 | — | TRUSTEE AND RECORDKEEPER | $56K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date Mutual Fund | Mutual Funds | — | — | $3.1M | 21.0% | |
| ALERUS AGGRESSIVE GROWTH ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 009 | Common Collective Trust | — | — | $2.7M | 18.5% | |
| American Funds 2025 Target Date Mutual Fund * 27 American Funds 2030 Target Date Mutual Fund | Mutual Funds | — | — | $1.6M | 11.2% | |
| American Funds 2060 Target Date Mutual Fund | Mutual Funds | — | — | $1.2M | 8.3% | |
| International Growth II Mutual Fund | Other securities | — | — | $1.1M | 7.8% | |
| ALERUS MODERATE GROWTH ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 008 | Common Collective Trust | — | — | $751K | 5.2% | |
| Dodge & COX Income Mutual Fund | Mutual Funds | — | — | $601K | 4.1% | |
| American Funds 2040 Target Date Mutual Fund | Mutual Funds | — | — | $569K | 3.9% | |
| Alerus Money Market Money Market | Cash / Money Market | — | — | $500K | 3.4% | |
| American Funds 2020 Target Date Mutual Fund | Mutual Funds | — | — | $394K | 2.7% | |
| Vanguard Total Bond Market Index Mutual Fund | Mutual Funds | — | — | $368K | 2.5% | |
| with Various Maturities - | Other securities | — | — | $346K | 2.4% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $215K | 1.5% | |
| DFA US Target Value Port Mutual Fund | Mutual Funds | — | — | $176K | 1.2% | |
| Fidelity Adv Equity Growth Mutual Fund | Mutual Funds | — | — | $106K | 0.7% | |
| American Funds 2055 Target Date Mutual Fund | Mutual Funds | — | — | $69K | 0.5% | |
| Vanguard Emerging Mkts Stock Index Mutual Fund | Mutual Funds | — | — | $63K | 0.4% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $47K | 0.3% | |
| ALERUS CONSERVATIVE GROWTH ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 007 | Common Collective Trust | — | — | $45K | 0.3% | |
| Vanguard Explorer Mutual Fund * 74 Vanguard Small Cap Index Mutual Fund | Mutual Funds | — | — | $41K | 0.3% | |
| JPMorgan Mid Cap Growth Mutual Fund * 106 MFS Mid Cap Value Mutual Fund | Mutual Funds | — | — | $37K | 0.3% | |
| Vanguard Equity Income Mutual Fund | Mutual Funds | — | — | $33K | 0.2% | |
| Fidelity International Index Mutual Fund | Mutual Funds | — | — | $32K | 0.2% | |
| Cohen & Steers Reality Mutual Fund | Other securities | — | — | $26K | 0.2% | |
| American Funds 2035 Target Date Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| American Funds 2065 Target Date Mutual Fund | Mutual Funds | — | — | $6K | <0.1% | |
| ALERUS MODERATE INCOME ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 006 | Common Collective Trust | — | — | $2K | <0.1% | |
| American Funds 2045 Target Date Mutual Fund | Mutual Funds | — | — | $2K | <0.1% | |
| ALERUS CONSERVATIVE INCOME ALERUS FINANCIAL, N.A. · EIN 45-0417057 / PN 005 | Common Collective Trust | — | — | $105 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
