Bradford Laney signed Day One Perspective, LLC DBA Day One Agency's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Day One Perspective, LLC DBA Day One Agency's EIN is 46-1631561.
Download the official 2024 Form 5500 (PDF) for Day One Perspective, LLC DBA Day One Agency from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Day One Perspective, LLC DBA Day One Agency'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 |
|---|---|---|---|---|---|
| CPI QUALIFIED PLAN CONSULTANTS, INC | 48-1205033 | — | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GEORGE FUCHS | — | NEW YORK, NY | FINANCIAL ADVISOR | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| similar party investment Cost** Current value Vanguard Target Retirement 2055 Inv. Mutual Fund | Mutual Funds | — | — | $2.5M | 20.6% | |
| Vanguard Target Retirement 2060 Inv. Mutual Fund | Mutual Funds | — | — | $2.1M | 17.8% | |
| Vanguard Target Retirement 2050 Inv. Mutual Fund | Mutual Funds | — | — | $1.7M | 14.4% | |
| Fidelity 500 Index Fund Inst. Prem. Mutual Fund | Common Collective Trusts | — | — | $1.2M | 10.4% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $715K | 6.0% | |
| Fidelity Large Cap Growth Index Fund Instl. Prem. Mutual Fund | Common Collective Trusts | — | — | $698K | 5.9% | |
| Dodge & Cox Stock Fund X Mutual Fund | Mutual Funds | — | — | $578K | 4.8% | |
| Fidelity Mid Cap Index Fund Instl. Prem. Mutual Fund | Common Collective Trusts | — | — | $298K | 2.5% | |
| Oakmark International Fund Class Institutional Mutual Fund | Other securities | — | — | $244K | 2.0% | |
| Victory RS Partners Fund Class Y Mutual Fund | Other securities | — | — | $201K | 1.7% | |
| Vanguard Target Retirement 2065 Inv. Mutual Fund | Mutual Funds | — | — | $185K | 1.5% | |
| Fidelity Inflation-Protected Bond Index Fund Instl. Mutual Fund | Common Collective Trusts | — | — | $180K | 1.5% | |
| Goldman Sachs Small/Mid Cap Growth Fund R6 Mutual Fund | Other securities | — | — | $173K | 1.4% | |
| Vanguard International Growth Adm. Mutual Fund | Mutual Funds | — | — | $157K | 1.3% | |
| Fidelity Small Cap Index Fund Instl. Prem. Mutual Fund | Common Collective Trusts | — | — | $145K | 1.2% | |
| Vanguard Target Retirement 2040 Inv. Mutual Fund | Mutual Funds | — | — | $138K | 1.2% | |
| Goldman Sachs GQG Patners Intl Opps R6 Mutual Fund | Other securities | — | — | $123K | 1.0% | |
| GQG Partners Emerging Markets Equity Inst. Mutual Fund | Other securities | — | — | $123K | 1.0% | |
| CMFG Stable Value Fund FBRIC | Stable Value | — | — | $120K | 1.0% | |
| Dodge & Cox Income Fund Class X Mutual Fund | Mutual Funds | — | — | $82K | 0.7% | |
| PIMCO Income Fund Inst. Mutual Fund | Mutual Funds | — | — | $73K | 0.6% | |
| Federated Hermes Inst. High Yield Bond Fund R6 Mutual Fund | Other securities | — | — | $55K | 0.5% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $48K | 0.4% | |
| Cohen & Steers Inst. Realty Shares Mutual Fund | Other securities | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2035 Inv. Mutual Fund | Mutual Funds | — | — | $5K | <0.1% | |
| PIMCO International Bond (USD-Hdg) Inst. Mutual Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BENEFIT PRACTICE | 13-4144565 | — | TPA | $2K | — |
