Kurt Zobrist signed Dignari, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dignari, LLC's EIN is 46-4075882.
Download the official 2024 Form 5500 (PDF) for Dignari, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dignari, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB AND COMPANY | 94-1737782 | EL PASO, TX | CUSTODIAN | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON RETIREMENT SOLUTIONS,INC | 47-2725143 | CHANTILLY, VA | RECORDKEEPER | $4K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Yieldmax Coin Option 13 Money Market Fund * Charles Schwab Money Fund | Mutual Funds | — | — | $488K | 15.8% | |
| Charles Schwab Target 2060 18 * Charles Schwab Total Stock Market | Mutual Funds | — | — | $421K | 13.6% | |
| Charles Schwab S&P 500 Index | Common Collective Trusts | — | — | $393K | 12.8% | |
| Charles Schwab Treasury Infl Pro 23 * Charles Schwab US Aggregate Bond | Mutual Funds | — | — | $352K | 11.4% | |
| Shares of Registered Investment Companies Ark 21Shares Bitcoin ETF | Other securities | — | — | $346K | 11.2% | |
| Charles Schwab Short-Term Bond I | Mutual Funds | — | — | $212K | 6.9% | |
| Charles Schwab Fundamental Globa 11 * Charles Schwab International Ind | Mutual Funds | — | — | $159K | 5.2% | |
| Charles Schwab Fdmtl Emerg Mkts | Mutual Funds | — | — | $157K | 5.1% | |
| Charles Schwab Small Cap Index | Mutual Funds | — | — | $125K | 4.1% | |
| Charles Schwab Us Large-Cap Gro | Mutual Funds | — | — | $111K | 3.6% | |
| Cohen & Steers Cohen & Steers Realty Sh | Other securities | — | — | $101K | 3.3% | |
| Charles Schwab Value Advantage M | Mutual Funds | — | — | $67K | 2.2% | |
| Charles Schwab Us Mid-Cap Index | Mutual Funds | — | — | $62K | 2.0% | |
| Vanguard Vangaurd S&P 500 ETF | Common Collective Trusts | — | — | $39K | 1.3% | |
| Charles Schwab Us Large-Cap Val | Mutual Funds | — | — | $21K | 0.7% | |
| Charles Schwab Fdmtl Intl Lg Co | Mutual Funds | — | — | $9K | 0.3% | |
| Putnam Multi-Cap Core Fund Class A | Mutual Funds | — | — | $6K | 0.2% | |
| American Century Government | Other securities | — | — | $4K | 0.1% | |
| Value Line Value Line Mid Cap Focus | Other securities | — | — | $2K | <0.1% | |
| Powershares QQQ Trust 856 PIMCO Stocks Plus Intl | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Advisor Electronics A 956 GQG Partners Emerging MA 702 Oberweis Micro-Cap | Mutual Funds | — | — | $1K | <0.1% | |
| Quanitfied Quantified STF Investor 814 T. Rowe T. Rowe Price All-Cap | Other securities | — | — | $1K | <0.1% | |
| BondBloxx CCC RTD USD HG | Other securities | — | — | $1K | <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 |
|---|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICES, INC | 54-1620949 | CHANTILLY, VA | INVESTMENT ADVISOR | $118K | — |
| ROI FINANCIAL | 46-1141934 | BEAVERTON, OR | INVESTMENT ADVISOR | $432 | — |
| SANCTUARY ADVISORS, LLC | 47-3162022 | INDIANAPOLIS, IN | INVESTMENT ADVISOR | $76 | — |
