Henry Chase signed Doubleline Group LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Doubleline Group LP's EIN is 46-1265768.
Download the official 2024 Form 5500 (PDF) for Doubleline Group LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Doubleline Group LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | -$47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $73.8M | 93.4% | |
| WCM FOCUS INTL GRWTH SEI TRUST COMPANY · EIN 84-2543540 / PN 135 | Common Collective Trust | — | — | $3.1M | 4.0% | |
| RT GQG EM EQ CIT D RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 011 | Common Collective Trust | — | — | $2.6M | 3.2% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $426K | 0.5% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $164K | 0.2% | |
| PARN SUSTAIN CR EQ 1 SEI TRUST COMPANY · EIN 85-3199856 / PN 144 | Common Collective Trust | — | — | $90K | 0.1% |
