AMY McColley signed Daljaco Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Daljaco Incorporated's EIN is 52-2324457.
Download the official 2024 Form 5500 (PDF) for Daljaco Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Daljaco Incorporated'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 | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FOUNDERS FINANCIAL SECURITIES, LLC | 20-2052994 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $757K | 25.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $651K | 21.8% | |
| INVESCO CORPORATE BOND R6 677 REGISTERED INVESTMENT COMPANY FID 500 IND | Registered Investment Companies | — | — | $185K | 6.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $164K | 5.5% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $145K | 4.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $126K | 4.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $112K | 3.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $110K | 3.7% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $96K | 3.2% | |
| DFA INT GOVT FIXED INC INST 119 REGISTERED INVESTMENT COMPANY AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $86K | 2.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $86K | 2.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $60K | 2.0% | |
| T ROWE PRICE GLOBAL STOCK I | Registered Investment Companies | — | — | $54K | 1.8% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $45K | 1.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $39K | 1.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $39K | 1.3% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $18K | 0.6% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $16K | 0.5% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $16K | 0.5% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $15K | 0.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.4% | |
| MFS GLOBAL REAL ESTATE R6 | Registered Investment Companies | — | — | $8K | 0.3% | |
| DFA INTL LARGE CAP GR PORT INS | Registered Investment Companies | — | — | $7K | 0.2% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $7K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $6K | 0.2% | |
| JANHEN SMALL CAP VALUE FD - N | Registered Investment Companies | — | — | $6K | 0.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $5K | 0.2% | |
| COLUMBIA OVERSEAS VALUE I3 | Registered Investment Companies | — | — | $5K | 0.2% | |
| DIAMOND HILL MID CAP FUND - Y | Registered Investment Companies | — | — | $4K | 0.1% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $4K | 0.1% | |
| INVESCO CORE PLUS BOND R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $2K | <0.1% | |
| PIMCO INCOME FUND - INSTL | 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.
