Megan Brady signed DM Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DM Group, Inc.'s EIN is 54-0882390.
Download the official 2024 Form 5500 (PDF) for DM Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DM Group, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $29K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option | Other securities | — | — | $4.0M | 33.3% | |
| Principal Core Fixed income Separate Account + | Pooled Separate Accounts | — | — | $2.6M | 21.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $2.6M | 21.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $712K | 6.0% | |
| Causeway / Barrow Hanley Overseas Separate Account + | Pooled Separate Accounts | — | — | $708K | 5.9% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $708K | 5.9% | |
| PRIN LARGECAP VALUE III SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 068 | Pooled Separate Account | — | — | $702K | 5.9% | |
| Charles Schwab Investment Mgmt Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $513K | 4.3% | |
| T. Rowe Price Associates, Inc. T. Rowe Price Mid-Cap Val I Fd | Common Stocks | — | — | $394K | 3.3% | |
| Fidelity Management & Research Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $320K | 2.7% | |
| Columbia Management Advisors Columbia Lrg Cp Enh Cr I3 Fd | Other securities | — | — | $314K | 2.6% | |
| Fuller & Thaler FullerThaler Bvl SC Eq R6 F | Other securities | — | — | $233K | 2.0% | |
| Fidelity Management & Research Fid LC Gr Index Fund | Common Collective Trusts | — | — | $197K | 1.6% | |
| American Century Inv. Mgmt. Avantis US Sm Cap Val Inst Fd | Other securities | — | — | $192K | 1.6% | |
| Dimensional Fund Advisors DFA US Sm Cap Growth Instl Fd | Mutual Funds | — | — | $159K | 1.3% | |
| Participant Loans maturity dates through 2029 -0- | Participant loans | — | — | $150K | 1.3% | |
| Janus Henderson JanusHenderson Enter N Fund | Mutual Funds | — | — | $143K | 1.2% | |
| Hartford Mutual Funds Hartford Total Return R6 Fund | Other securities | — | — | $128K | 1.1% | |
| Capital Research and Mgmt Co Am Fds 2060 Trgt Dte Rtm R6 Fd | Common Stocks | — | — | $95K | 0.8% | |
| Capital Research and Mgmt Co Am Fds 2030 Trgt Dte Rtm R6 Fd | Common Stocks | — | — | $85K | 0.7% | |
| BlackRock Advisors, LLC iShs US Agg Bond Index K Fund | Other securities | — | — | $58K | 0.5% | |
| Charles Schwab Investment Mgmt Schwab Fund US Lrg Cmp Indx Fd | Mutual Funds | — | — | $55K | 0.5% | |
| Capital Research and Mgmt Co Am Fds 2045 Trgt Dte Rtm R6 Fd | Common Stocks | — | — | $41K | 0.3% | |
| MFS Investment Management MFS Intl Growth R6 Fund | Mutual Funds | — | — | $40K | 0.3% | |
| Nuveen Asset Management Nuveen Intl Equity Indx R6 | Mutual Funds | — | — | $38K | 0.3% | |
| Capital Research and Mgmt Co American Funds NewWorld R6 | Mutual Funds | — | — | $32K | 0.3% | |
| Dimensional Fund Advisors DFA Real Estate Secs I Fd | Mutual Funds | — | — | $18K | 0.1% | |
| Franklin Mutual Advisers, LLC Franklin High Income R6 Fund | Mutual Funds | — | — | $16K | 0.1% | |
| Federated Investment Mgmt. Fed Hermes Intl Leaders R6 Fd | Other securities | — | — | $12K | 0.1% | |
| Capital Research and Mgmt Co Am Fds 2065 Trgt Dte Rtm R6 Fd | Common Stocks | — | — | $7K | <0.1% | |
| Capital Research and Mgmt Co Am Fds 2040 Trgt Dte Rtm R6 Fd | Common Stocks | — | — | $3K | <0.1% | |
| MID CAP VALUE FUND WILMINGTON TRUST, N.A. · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% | |
| INTERNATIONAL GROWTH FUND II WILMINGTON TRUST, N.A. · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $0 | <0.1% |
