KIM Milburn signed DEEM, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DEEM, LLC's EIN is 46-0477187.
Download the official 2024 Form 5500 (PDF) for DEEM, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DEEM, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $102K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $93K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2030 Fund 435,212 shares | Mutual Funds | — | $435K | $8.8M | 12.3% | |
| Fidelity Freedom 2035 Fund 357,315 shares | Mutual Funds | — | $357K | $8.3M | 11.6% | |
| Fidelity Freedom 2040 Fund 306,985 shares | Mutual Funds | — | $307K | $7.6M | 10.6% | |
| JPMorgan Large Cap Growth Fund 77,142 shares | Other securities | — | $77K | $6.5M | 9.0% | |
| Fidelity Freedom 2045 Fund 238,837 shares | Mutual Funds | — | $239K | $6.2M | 8.6% | |
| Fidelity Freedom 2050 Fund 203,645 shares | Mutual Funds | — | $204K | $5.3M | 7.4% | |
| Fidelity 500 Index Fund 22,779 shares | Common Collective Trusts | — | $23K | $4.7M | 6.5% | |
| Fidelity Freedom 2055 Fund 211,329 shares | Mutual Funds | — | $211K | $4.5M | 6.3% | |
| Fidelity Freedom 2025 Fund 161,451 shares | Mutual Funds | — | $161K | $3.0M | 4.2% | |
| Fidelity Freedom 2060 Fund 152,790 shares | Mutual Funds | — | $153K | $2.8M | 3.9% | |
| January 2025 through August 2034 | Other securities | — | — | $2.6M | 3.7% | |
| Fidelity Freedom 2020 Fund 104,384 shares | Mutual Funds | — | $104K | $1.6M | 2.3% | |
| Fidelity Mid Cap Index Fund 44,817 shares | Common Collective Trusts | — | $45K | $1.5M | 2.1% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | $1.4M | $1.3M | 1.8% | |
| Fidelity Strategic Income Fund 95,773 shares | Mutual Funds | — | $96K | $1.1M | 1.6% | |
| Fidelity Freedom 2065 Fund 69,830 shares | Mutual Funds | — | $70K | $1.0M | 1.4% | |
| JPMorgan Small Cap Equity Fund 17,180 shares | Other securities | — | $17K | $939K | 1.3% | |
| MFS International Diversification Fund 35,454 shares | Mutual Funds | — | $35K | $810K | 1.1% | |
| Blackrock Equity Fund 41,668 shares | Other securities | — | $42K | $790K | 1.1% | |
| Victory Sycamore Established Value Fund 14,413 shares | Other securities | — | $14K | $663K | 0.9% | |
| Fidelity Small Cap Value Fund 25,676 shares | Mutual Funds | — | $26K | $523K | 0.7% | |
| s *Fidelity Freedom 2010 Fund 36,838 shares | Mutual Funds | — | $37K | $473K | 0.7% | |
| FA Total Bond Z 41,065 shares | Other securities | — | $41K | $386K | 0.5% | |
| Fidelity Freedom 2015 Fund 12,756 shares | Mutual Funds | — | $13K | $182K | 0.3% | |
| Fidelity Freedom Index Income Fund 5,903 shares | Mutual Funds | — | $6K | $69K | <0.1% | |
| Money Market *Fidelity Government Money Market 17,700 shares | Mutual Funds | — | $18K | $18K | <0.1% | |
| Fidelity Freedom 2070 Fund 429 shares | Mutual Funds | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
