Kevin Wall signed DOXA Insurance Holdings, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DOXA Insurance Holdings, LLC's EIN is 47-4868271.
Download the official 2024 Form 5500 (PDF) for DOXA Insurance Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DOXA Insurance Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $83K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund K 280,682 | Mutual Funds | — | — | $6.5M | 12.3% | |
| Fidelity Freedom 2025 Fund K 337,989 | Mutual Funds | — | — | $6.3M | 11.8% | |
| Fidelity Freedom 2030 Fund K 265,675 | Mutual Funds | — | — | $5.4M | 10.1% | |
| Fidelity 500 Index Fund 26,214 | Common Collective Trusts | — | — | $5.4M | 10.1% | |
| Fidelity Freedom 2045 Fund K 170,621 | Mutual Funds | — | — | $4.4M | 8.3% | |
| Fidelity Freedom 2050 Fund K 148,616 | Mutual Funds | — | — | $3.9M | 7.3% | |
| Fidelity Freedom 2040 Fund K 125,675 | Mutual Funds | — | — | $3.1M | 5.8% | |
| STABLE VALUE FUND I1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $2.2M | 4.1% | |
| LARGE CAP GRTH II I1 GREAT GRAY TRUST COMPANY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $1.8M | 3.5% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | Self-Directed Brokerage | — | — | $1.8M | 3.5% | |
| LARGE CP VALUE I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $1.4M | 2.7% | |
| Fidelity Freedom 2055 Fund K 61,675 | Mutual Funds | — | — | $1.3M | 2.5% | |
| Fidelity Freedom 2020 Fund K 68,677 | Mutual Funds | — | — | $1.1M | 2.0% | |
| Fidelity Freedom 2015 Fund K 70,900 | Mutual Funds | — | — | $1.0M | 1.9% | |
| Bny Mellon Small/Mid Cap Growth Fund I 32,366 | Other securities | — | — | $932K | 1.8% | |
| PIMCO RAE US Small Instl Fund 78,166 | Mutual Funds | — | — | $891K | 1.7% | |
| Fidelity Freedom 2060 Fund K 47,213 | Mutual Funds | — | — | $855K | 1.6% | |
| Fidelity US Bond Index Fund 78,744 | Common Collective Trusts | — | — | $805K | 1.5% | |
| Fidelity Global ex US Index Fund 43,507 | Common Collective Trusts | — | — | $627K | 1.2% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25% to 9.50%, with maturities through December 2034 0 | Bonds / Notes | — | — | $608K | 1.1% | |
| CORE PLUS BOND I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $494K | 0.9% | |
| Fidelity Extended Market Index Fund 5,110 | Common Collective Trusts | — | — | $464K | 0.9% | |
| GG EUROPAC GROWTH I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | $32K | $417K | 0.8% | |
| MFS Mid Cap Value Fund Class R6 11,469 | Mutual Funds | — | — | $365K | 0.7% | |
| DWS RREEF Real Estate Securities Fund R6 11,888 | Other securities | — | — | $258K | 0.5% | |
| REGISTERED INVESTMENT COMPANIES DFA Emerging Markets Core Equity 2 Portfolio Institutional Class 10613 | Mutual Funds | — | — | $247K | 0.5% | |
| DFA Inflation-Protected Securities Fund I 14,333 | Mutual Funds | — | — | $154K | 0.3% | |
| BNY Mellon Global Stock Fund I 5,646 | Other securities | — | — | $117K | 0.2% | |
| John Hancock Small Cap Core Fund R6 6,153 | Other securities | — | — | $106K | 0.2% | |
| Fidelity Freedom 2010 Fund K 5,225 | Mutual Funds | — | — | $67K | 0.1% | |
| Fidelity Freedom 2065 Fund K 4,362 | Mutual Funds | — | — | $64K | 0.1% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $8K | <0.1% | |
| Fidelity Freedom® Index Retirement Fund Investor Class | Mutual Funds | — | $139K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $12K |
| — |
