LORI Amburn signed Development Facilitators Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Development Facilitators Inc.'s EIN is 52-1119016.
Download the official 2024 Form 5500 (PDF) for Development Facilitators Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Development Facilitators Inc.'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 | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $660K | 19.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $585K | 17.3% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $380K | 11.2% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $376K | 11.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $248K | 7.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $235K | 7.0% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $223K | 6.6% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $207K | 6.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $157K | 4.7% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $47K | 1.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $39K | 1.1% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $23K | 0.7% | |
| PIM GLOB BD OPP USDHDG - INST | Registered Investment Companies | — | — | $18K | 0.5% | |
| BLACKROCK FEDFUND - PREMIER | Registered Investment Companies | — | — | $17K | 0.5% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $15K | 0.4% | |
| AMF BOND FUND OF AMERICA R6 | Registered Investment Companies | — | — | $14K | 0.4% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $13K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $12K | 0.4% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $12K | 0.4% | |
| PGIM GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $11K | 0.3% | |
| COLUMBIA SMALL CAP VALUE I I3 | Registered Investment Companies | — | — | $10K | 0.3% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $9K | 0.3% | |
| INVESCO DISCOVERY R6 | Registered Investment Companies | — | — | $9K | 0.3% | |
| AMERFUNDS AMER BALANCED - R6 158 REGISTERED INVESTMENT COMPANY LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $8K | 0.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $7K | 0.2% | |
| NYLI WINSLOW LC GROWTH R6 | Registered Investment Companies | — | — | $5K | 0.1% | |
| VANGUARD INTL GRTH ADM 60 REGISTERED INVESTMENT COMPANY AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1K | <0.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $17K |
| — |
