Shirley Horner signed Davis Reeder Hall, DVM PLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davis Reeder Hall, DVM PLC's EIN is 54-0956680.
Download the official 2024 Form 5500 (PDF) for Davis Reeder Hall, DVM PLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davis Reeder Hall, DVM PLC'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 | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CARY ST PARTNERS INVESTMENT ADVISOR | 26-0070474 | — | INVESTMENT/FINANCIAL ADVI | $9K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $496K | 17.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $485K | 17.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $394K | 14.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $347K | 12.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $301K | 10.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $188K | 6.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $157K | 5.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $126K | 4.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $82K | 2.9% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $47K | 1.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $26K | 0.9% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $22K | 0.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $22K | 0.8% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $18K | 0.6% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $17K | 0.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $15K | 0.6% | |
| DFA EMG MKT CORE EQ 2 I | Registered Investment Companies | — | — | $11K | 0.4% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $10K | 0.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $6K | 0.2% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $4K | 0.1% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $3K | 0.1% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $3K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
