Pamela Holmes signed Delon Hampton & Assoc, Chartered's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delon Hampton & Assoc, Chartered's EIN is 52-0968507.
Download the official 2024 Form 5500 (PDF) for Delon Hampton & Assoc, Chartered from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delon Hampton & Assoc, Chartered's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $1.7M | 15.0% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $1.6M | 14.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.1M | 9.9% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $949K | 8.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $886K | 8.0% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $852K | 7.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $822K | 7.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $511K | 4.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $424K | 3.8% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $340K | 3.1% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $332K | 3.0% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $297K | 2.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $279K | 2.5% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $205K | 1.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $127K | 1.2% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $125K | 1.1% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $110K | 1.0% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $82K | 0.7% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $75K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $66K | 0.6% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $25K | 0.2% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $25K | 0.2% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $19K | 0.2% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $15K | 0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $13K | 0.1% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $7K | <0.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $4K | <0.1% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
