Justin Ramirez signed Directive Consulting's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Directive Consulting's EIN is 47-1848192.
Download the official 2024 Form 5500 (PDF) for Directive Consulting from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Directive Consulting's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FORUSALL, INC. | 46-1803145 | SAN CARLOS, CA | ADMINISTRATOR | $11K | — |
| AT RETIREMENT SERVICES, LLC | 83-3455979 | DUBUQUE, IA | N/A | $11K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $1.9M | 50.4% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $673K | 18.0% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $552K | 14.8% | |
| Schwab S&P 500 Index Sel Mutual Fund | Common Collective Trusts | — | — | $174K | 4.7% | |
| Fidelity Total Market Index Instl Prem Mutual Fund | Common Collective Trusts | — | — | $132K | 3.5% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $55K | 1.5% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $50K | 1.3% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $40K | 1.1% | |
| Vanguard FTSE Social Index Adm Mutual Fund | Mutual Funds | — | — | $36K | 1.0% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $27K | 0.7% | |
| Fidelity Small Cap Index Inst Prem Mutual Fund | Mutual Funds | — | — | $26K | 0.7% | |
| Vanguard Inflation-Protected Secs Adm Mutual Fund ** 28 Vanguard Short Term Bond Index Admiral Mutual Fund ** 18 Vanguard Target Retirement 2030 Fund Mutual Fund ** 52 Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $24K | 0.6% | |
| Vanguard Total Intl Stock Index Admiral Mutual Fund | Mutual Funds | — | — | $15K | 0.4% | |
| Participant Loans to participants, bearing interest at 9.5% | Bonds / Notes | — | — | $14K | 0.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund ** 107 Vanguard Total Bond Mrkt Index Admiral Mutual Fund | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Treasury Money Market Investor Mutual Fund | Mutual Funds | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
