John Coffman signed Direct Travel, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Direct Travel, Inc.'s EIN is 45-3123475.
Download the official 2023 Form 5500 (PDF) for Direct Travel, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Direct Travel, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 |
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 | |||||
|---|---|---|---|---|---|---|
| COLUMBIA BALANCED FUND - I3 | Registered Investment Companies | — | — | $17.2M | 14.2% | |
| AMANA GROWTH - INSTITUTIONAL | Registered Investment Companies | — | — | $9.9M | 8.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $9.6M | 7.9% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $9.3M | 7.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $8.6M | 7.1% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $8.6M | 7.1% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $7.7M | 6.3% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $6.5M | 5.3% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $6.5M | 5.3% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $5.5M | 4.5% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $5.4M | 4.5% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $5.3M | 4.4% | |
| LOOMIS SAYLES GLB ALLOC N | Registered Investment Companies | — | — | $4.8M | 4.0% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $3.9M | 3.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $2.3M | 1.9% | |
| JPMORGAN INCOME R6 | Registered Investment Companies | — | — | $1.7M | 1.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $1.5M | 1.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.2M | 1.0% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $1.2M | 0.9% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $1.0M | 0.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 0.8% | |
| MACQUARIE HIGH INCOME R6 | Registered Investment Companies | — | — | $536K | 0.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $452K | 0.4% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $189K | 0.2% | |
| FIDELITY ADV STABLE VALUE III FIDELITY INV INST CO INC · EIN 04-3022712 / PN 026 | 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.
| — |
| N/A |
| $149K |
| — |
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $102K | — |
