Rebecca Schnack signed DLR Holding Company's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DLR Holding Company's EIN is 47-0708506.
Download the official 2023 Form 5500 (PDF) for DLR Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)DLR Holding Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, an S-corporation ESOP, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $62K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRIDGES INVESTMENT MANAGEMENT | 47-0784180 | — | NONE | $48K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in employer securities] | Other | — | — | $226.2M | 57.2% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $154.9M | 39.2% | |
| [Assets held in interest-bearing cash] | Other | — | — | $3.2M | 0.8% | |
| [Assets held in participant loans] | Other | — | — | $1.4M | 0.4% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARINER LLC | 20-4553256 | — | NONE | $17K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $370 | — |
