Victoria Terrell signed Design Electric, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Design Electric, Inc.'s EIN is 54-1232883.
Download the official 2024 Form 5500 (PDF) for Design Electric, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Design Electric, 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 | $3K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $988K | 15.0% | |
| Great Gray Trust Company RetirePilot American Funds 2025 Cl R1 | Mutual Funds | — | — | $735K | 11.2% | |
| RETPILOT AMERI FDS 2025 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304141 / PN 001 | Common Collective Trust | — | — | $735K | 11.2% | |
| Fidelity Advisor Equity Growth Fund | Mutual Funds | — | — | $524K | 8.0% | |
| Great Gray Trust Company RetirePilot American Funds 2045 Cl R1 | Mutual Funds | — | — | $456K | 6.9% | |
| RETPILOT AMERI FDS 2045 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304145 / PN 001 | Common Collective Trust | — | — | $456K | 6.9% | |
| Great Gray Trust Company RetirePilot American Funds 2050 Cl R1 | Mutual Funds | — | — | $426K | 6.5% | |
| RETPILOT AMERI FDS 2050 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304146 / PN 001 | Common Collective Trust | — | — | $426K | 6.5% | |
| Principal Global | Other securities | — | — | $369K | 5.6% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $369K | 5.6% | |
| Great Gray Trust Company RetirePilot American Funds 2040 Cl R1 | Mutual Funds | — | — | $355K | 5.4% | |
| RETPILOT AMERI FDS 2040 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304144 / PN 001 | Common Collective Trust | — | — | $355K | 5.4% | |
| Great Gray Trust Company RetirePilot American Funds 2030 Cl R1 | Mutual Funds | — | — | $351K | 5.3% | |
| RETPILOT AMERI FDS 2030 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304142 / PN 001 | Common Collective Trust | — | — | $351K | 5.3% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $299K | 4.5% | |
| Great Gray Trust Company RetirePilot American Funds 2035 Cl R1 | Mutual Funds | — | — | $297K | 4.5% | |
| RETPILOT AMERI FDS 2035 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304143 / PN 001 | Common Collective Trust | — | — | $297K | 4.5% | |
| American Funds New Perspective Fund | Mutual Funds | — | — | $245K | 3.7% | |
| Great Gray Trust Company RetirePilot American Funds 2060 Cl R1 | Mutual Funds | — | — | $194K | 3.0% | |
| RETPILOT AMERI FDS 2060 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304148 / PN 001 | Common Collective Trust | — | — | $194K | 3.0% | |
| Great Gray Trust Company RetirePilot American Funds 2020 Cl R1 | Mutual Funds | — | — | $172K | 2.6% | |
| RETPILOT AMERI FDS 2020 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304140 / PN 001 | Common Collective Trust | — | — | $172K | 2.6% | |
| Great Gray Trust Company RetirePilot American Funds 2055 Cl R1 | Mutual Funds | — | — | $165K | 2.5% | |
| RETPILOT AMERI FDS 2055 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304147 / PN 001 | Common Collective Trust | — | — | $165K | 2.5% | |
| American Funds American Mutual Fund | Mutual Funds | — | — | $148K | 2.3% | |
| Great Gray Trust Company RetirePilot American Funds 2065 Cl R1 | Mutual Funds | — | — | $148K | 2.3% | |
| RETPILOT AMERI FDS 2065 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304149 / PN 001 | Common Collective Trust | — | — | $148K | 2.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $148K | 2.2% | |
| Victory Sophus Emerging Markets Fund | Other securities | — | — | $138K | 2.1% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $102K | 1.6% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $83K | 1.3% | |
| (E) | Other securities | — | — | $83K | 1.3% | |
| Fidelity Low-Priced Stock Fund | Mutual Funds | — | — | $60K | 0.9% | |
| Hartford Strategic Income Fund | Other securities | — | — | $48K | 0.7% | |
| Great Gray Trust Company RetirePilot American Funds 2010 Cl R1 | Mutual Funds | — | — | $44K | 0.7% | |
| RETPILOT AMERI FDS 2010 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304138 / PN 001 | Common Collective Trust | — | — | $44K | 0.7% | |
| American Funds New World Fund Inc | Mutual Funds | — | — | $20K | 0.3% | |
| Janus Henderson Balanced Fund | Mutual Funds | — | — | $13K | 0.2% | |
| Great Gray Trust Company RetirePilot American Funds 2015 Cl R1 | Mutual Funds | — | — | $12K | 0.2% | |
| RETPILOT AMERI FDS 2015 CL R1 GREAT GRAY TRUST COMPANY · EIN 38-7304139 / PN 001 | Common Collective Trust | — | — | $12K | 0.2% | |
| (E) | Other securities | — | — | $11K | 0.2% | |
| Morgan Stanley Institutional Fund Trust - Discovery Growth Portfolio ** 129 PGIM Jennison Small Comp Fund | Other securities | — | — | $11K | 0.2% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $7K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | — | $7K | 0.1% | |
| DFA Inflation Protected Securities Portfolio | Mutual Funds | — | — | $4K | <0.1% | |
| Calvert US Large Cap Core Responsible Index Fund | Common Collective Trusts | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
