Deborah Brown signed The Data Entry Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Data Entry Company's EIN is 52-1445148.
Download the official 2024 Form 5500 (PDF) for The Data Entry Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Data Entry Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $40K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERCENT INFL ADJ BD R5 966 REGISTERED INVESTMENT COMPANY AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 19.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $812K | 13.5% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $621K | 10.3% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $447K | 7.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $392K | 6.5% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $345K | 5.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $335K | 5.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $241K | 4.0% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $190K | 3.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $166K | 2.8% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $151K | 2.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $146K | 2.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $125K | 2.1% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $124K | 2.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $109K | 1.8% | |
| PIMCO INV GR CRED BD I | Registered Investment Companies | — | — | $98K | 1.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $72K | 1.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $65K | 1.1% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $50K | 0.8% | |
| NORTHERN EM MRKTS EQ INDEX SHR | Registered Investment Companies | — | — | $35K | 0.6% | |
| THORNBURG INTL EQUITY R6 | Registered Investment Companies | — | — | $35K | 0.6% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $29K | 0.5% | |
| ISHARES US AGGREGATE BD IDX K 565 REGISTERED INVESTMENT COMPANY CALVERT US LC CORE RESP INDX I | Registered Investment Companies | — | — | $18K | 0.3% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $15K | 0.3% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| COLUMBIA US TREASURY IDX I2 | 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/FINANCIAL ADVI |
| $21K |
| — |
