Renea Malara signed Dialogdirect, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dialogdirect, Inc.'s EIN is 46-1570786.
Download the official 2024 Form 5500 (PDF) for Dialogdirect, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dialogdirect, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, 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 | $119K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $73K | — |
| STRATEGIC ADVISORS, INC. |
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 Contrafund | Mutual Funds | — | — | $6.2M | 11.2% | |
| T. Rowe Price Retirement 2035 Fund Advisor | Other securities | — | — | $6.2M | 11.2% | |
| T. Rowe Price Retirement 2030 Fund Advisor | Other securities | — | — | $6.0M | 10.7% | |
| T. Rowe Price Retirement 2045 Fund Advisor | Other securities | — | — | $3.2M | 5.7% | |
| T. Rowe Price Retirement 2025 Fund Advisor | Other securities | — | — | $3.1M | 5.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.8M | 5.0% | |
| T. Rowe Price Retirement 2040 Fund Advisor | Other securities | — | — | $2.0M | 3.5% | |
| T. Rowe Price Retirement 2050 Fund Advisor | Other securities | — | — | $1.8M | 3.2% | |
| Fidelity Extended Market Index - Premium | Mutual Funds | — | — | $1.8M | 3.1% | |
| Columbia Mid Cap Growth Fund I | Other securities | — | — | $1.6M | 2.9% | |
| T. Rowe Price Retirement 2055 Fund Advisor | Other securities | — | — | $1.5M | 2.6% | |
| John Hancock Bond Fund – Class R6 | Other securities | — | — | $1.1M | 2.0% | |
| Putnam Large Cap Value Trust Class IA | Mutual Funds | — | — | $978K | 1.8% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $978K | 1.8% | |
| John Hancock Disciplined Value Mid Cap Fund – Class R6 | Other securities | — | — | $901K | 1.6% | |
| Fidelity Overseas Fund | Mutual Funds | — | — | $864K | 1.6% | |
| Loomis Sayles Small Cap Growth Fund Retail Class | Other securities | — | — | $826K | 1.5% | |
| Fidelity International Index Fund - Premium | Common Collective Trusts | — | — | $824K | 1.5% | |
| Participant loans Maturing at various dates through July 2033, with interest rates ranging from 3.25% - 8.5%. | Bonds / Notes | — | — | $823K | 1.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $779K | 1.4% | |
| Self-directed brokerage accounts Various | Self-Directed Brokerage | — | — | $738K | 1.3% | |
| Fidelity US Bond Index Fund - Premium | Common Collective Trusts | — | — | $660K | 1.2% | |
| T. Rowe Price Retirement 2020 Fund Advisor | Other securities | — | — | $518K | 0.9% | |
| American Beacon Small Cap Value Fund R6 | Other securities | — | — | $354K | 0.6% | |
| PIMCO Income Fund Institutional Class | Mutual Funds | — | — | $338K | 0.6% | |
| T. Rowe Price Retirement 2060 Fund Advisor | Other securities | — | — | $256K | 0.5% | |
| T. Rowe Price Retirement 2010 Fund Advisor | Other securities | — | — | $107K | 0.2% | |
| T. Rowe Price Retirement 2005 Fund Advisor | Other securities | — | — | $99K | 0.2% | |
| T. Rowe Price Retirement 2015 Fund Advisor | Other securities | — | — | $65K | 0.1% | |
| T. Rowe Price Retirement 2065 Fund Advisor | Other securities | — | — | $62K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $9K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | ACCOUNTANT/AUDITOR | $6K | — |
