Dwolla, Inc.'s EIN is 45-4405671.
Download the official 2024 Form 5500 (PDF) for Dwolla, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dwolla, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| Black Rock BlackRock Lfpth Idx 2045 K Fund | Common Collective Trusts | — | — | $2.2M | 28.0% | |
| Black Rock BlackRock Lfpth Idx 2050 K Fund | Common Collective Trusts | — | — | $1.5M | 19.5% | |
| Black Rock BlackRock Lfpth Idx 2055 K Fund | Common Collective Trusts | — | — | $1.3M | 16.1% | |
| Fidelity Investments 500 Index Fund | Common Collective Trusts | — | — | $961K | 12.2% | |
| Black Rock BlackRock Lfpth Idx 2060 K Fund | Common Collective Trusts | — | — | $875K | 11.1% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $160K | 2.0% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $131K | 1.7% | |
| Black Rock BlackRock Lfpth Idx 2065 K Fund | Common Collective Trusts | — | — | $127K | 1.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $116K | 1.5% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $94K | 1.2% | |
| Black Rock BlackRock Lfpth Idx 2040 K Fund | Common Collective Trusts | — | — | $70K | 0.9% | |
| Black Rock BlackRock Lfpth Idx 2030 K Fund | Common Collective Trusts | — | — | $62K | 0.8% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $44K | 0.6% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $42K | 0.5% | |
| T. Rowe Price Funds T. Rowe Price Div MC Gr I Fund | Other securities | — | — | $37K | 0.5% | |
| PRIN HIGH INCOME SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 101 | Pooled Separate Account | — | — | $31K | 0.4% | |
| Black Rock BlackRock Lfpth Ind. Rtrmt K Fund | Other securities | — | — | $30K | 0.4% | |
| Black Rock BlackRock Lfpth Idx 2035 K Fund | Common Collective Trusts | — | — | $24K | 0.3% | |
| American Century Investments Am Centur Mid-Cap Val R6 | Other securities | — | — | $7K | <0.1% | |
| PRIN INFLATION PROTECT SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 099 | Pooled Separate Account | — | — | $6K | <0.1% | |
| PRIN GLBL EMERG MARKETS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 013 | Pooled Separate Account | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
