KARA Harris signed DOMA Technologies LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DOMA Technologies LLC's EIN is 54-2002784.
Download the official 2024 Form 5500 (PDF) for DOMA Technologies LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DOMA Technologies LLC'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 | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $1.2M | 15.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 13.8% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $624K | 7.9% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $576K | 7.3% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $479K | 6.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $432K | 5.5% | |
| MORGAN STANLEY GROWTH -I | Registered Investment Companies | — | — | $390K | 4.9% | |
| JPMORGAN GLOBAL ALLOCATION R6 | Registered Investment Companies | — | — | $390K | 4.9% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $363K | 4.6% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $355K | 4.5% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $267K | 3.4% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $193K | 2.5% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $163K | 2.1% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $151K | 1.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $139K | 1.8% | |
| MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $138K | 1.7% | |
| ALLSPRING LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $134K | 1.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $131K | 1.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $115K | 1.5% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $74K | 0.9% | |
| MFS CORE EQUITY R6 | Registered Investment Companies | — | — | $58K | 0.7% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $53K | 0.7% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $48K | 0.6% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $37K | 0.5% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $33K | 0.4% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $33K | 0.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $5K | <0.1% | |
| T ROWE PRICE GLOBAL STOCK I | 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.
| INVESTMENT/FINANCIAL ADVI |
| $18K |
| — |
