Steve Schlabach signed Detwilers Operations Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Detwilers Operations Inc.'s EIN is 47-2740643.
Download the official 2024 Form 5500 (PDF) for Detwilers Operations Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Detwilers Operations Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| POWER FINANCIAL PARTNERS | 92-2127109 | — | RETAINED BY PLAN SPONSOR | $16K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Amer Target 2055 Fund R6 Mutual fund | Other securities | — | — | $1.7M | 21.5% | |
| Amer Target 2040 Fund R6 Mutual fund | Other securities | — | — | $1.2M | 14.7% | |
| Amer Target 2030 Fund R6 Mutual fund | Other securities | — | — | $794K | 10.1% | |
| Amer Target 2025 Fund R6 Mutual fund | Other securities | — | — | $754K | 9.6% | |
| Amer Target 2035 Fund R6 Mutual fund | Other securities | — | — | $594K | 7.6% | |
| Fidelity 500 Index Fd Mutual fund | Common Collective Trusts | — | — | $573K | 7.3% | |
| Amer Target 2050 Fund R6 Mutual fund | Other securities | — | — | $462K | 5.9% | |
| Amer Target 2045 Fund R6 Mutual fund | Other securities | — | — | $229K | 2.9% | |
| Amer Target 2060 Fund R6 Mutual fund | Other securities | — | — | $217K | 2.8% | |
| Participant loans Interest rates at 4.25% - 9.50% -0- | Bonds / Notes | — | — | $202K | 2.6% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY - JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $149K | 1.9% | |
| Blackrock Global Alloc Fund I Mutual fund | Other securities | — | — | $138K | 1.8% | |
| Fidelity Sm Cap Index Fund Mutual fund | Common Collective Trusts | — | — | $105K | 1.3% | |
| Vanguard Mid Cap Index Adm Mutual fund | Mutual Funds | — | — | $97K | 1.2% | |
| Harbor Cap Appreciation Inst Mutual fund | Other securities | — | — | $68K | 0.9% | |
| Vanguard Ttl Bd Mkt Ind Adm Mutual fund | Mutual Funds | — | — | $66K | 0.8% | |
| American New World Fund R6 Mutual fund | Other securities | — | — | $65K | 0.8% | |
| iShares MSCI EAFE Intl Idx K Mutual fund | Common Collective Trusts | — | — | $64K | 0.8% | |
| Franklin Small Cap Value Adv Mutual fund | Mutual Funds | — | — | $55K | 0.7% | |
| Praxis Genesis Growth A Mutual fund | Other securities | — | — | $54K | 0.7% | |
| T Rowe Price Mid Cap Value Mutual fund | Mutual Funds | — | — | $39K | 0.5% | |
| DFA Real Estate Securities I Mutual fund | Mutual Funds | — | — | $37K | 0.5% | |
| Putnam Large Cap Value Y Mutual fund | Mutual Funds | — | — | $33K | 0.4% | |
| Dodge & Cox Income I Mutual fund | Mutual Funds | — | — | $32K | 0.4% | |
| First Eagle Gold Fund R6 Mutual fund | Other securities | — | — | $22K | 0.3% | |
| PGIM Global Tot Ret R6 Mutual fund | Other securities | — | — | $20K | 0.3% | |
| DFA International Value Prt I Mutual fund | Mutual Funds | — | — | $20K | 0.3% | |
| Natixis Sustainable Future 206 Mutual fund | Other securities | — | — | $19K | 0.2% | |
| Eagle Mid Cap Growth I Mutual fund | Other securities | — | — | $18K | 0.2% | |
| American Intl Vantage R6 Mutual fund | Other securities | — | — | $18K | 0.2% | |
| Praxis Genesis Conserv A Mutual fund | Other securities | — | — | $12K | 0.2% | |
| Vanguard LifeStrat Growth Inv Mutual fund | Mutual Funds | — | — | $11K | 0.1% | |
| Vanguard LifeStrat Inc Inv Sh Mutual fund | Mutual Funds | — | — | $6K | <0.1% | |
| Natixis Sustainable Future 205 Mutual fund | Other securities | — | — | $5K | <0.1% | |
| Vanguard LifeStrat Mod Grw I Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Natixis Sustainable Future 204 Mutual fund | Other securities | — | — | $5K | <0.1% | |
| Congress SC Growth Instl Mutual fund | Other securities | — | — | $5K | <0.1% | |
| Vanguard LifeStrat Cons Gr Inv Mutual fund | Mutual Funds | — | — | $5K | <0.1% | |
| Natixis Sustainable Future 203 Mutual fund | Other securities | — | — | $5K | <0.1% | |
| JP Morgan US Govt MMkt Cap Cl Mutual fund ** 205 BlackRock High Yield Prt I Mutual fund | Other securities | — | — | $4K | <0.1% | |
| Hartford Strategic Income R6 Mutual fund | Other securities | — | — | $3K | <0.1% | |
| Praxis Genesis Balanced A Mutual fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
