Kimberly Seigh signed Dillon Supply Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dillon Supply Company's EIN is 56-0201300.
Download the official 2024 Form 5500 (PDF) for Dillon Supply Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dillon Supply Company'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 | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUARDIAN WEALTH ADVISORS | 84-2787345 | — | INVESTMENT ADVISORY | $37K | — |
| GUARDIAN WEALTH ADVISORS |
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.
| 83-2336062 |
| — |
| INVESTMENT ADVISORY |
| $11K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund 44,694 | Other securities | — | — | $3.7M | 13.0% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $3.5M | 12.1% | |
| American Funds 2030 Target Date Retirement Fund 163,299 | Mutual Funds | — | — | $2.8M | 9.8% | |
| American Funds 2035 Target Date Retirement Fund 137,987 | Mutual Funds | — | — | $2.6M | 9.1% | |
| American Funds 2025 Target Date Retirement Fund 137,872 | Mutual Funds | — | — | $2.1M | 7.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $2.0M | 6.9% | |
| Principal BlackRock S&P 500 Index CIT N Fund 6,985 | Common Collective Trusts | — | — | $1.9M | 6.6% | |
| American Funds 2045 Target Date Retirement Fund 82,756 | Mutual Funds | — | — | $1.8M | 6.1% | |
| American Funds 2040 Target Date Retirement Fund 80,667 | Mutual Funds | — | — | $1.7M | 5.8% | |
| American Funds 2050 Target Date Retirement Fund 55,750 | Mutual Funds | — | — | $1.2M | 4.1% | |
| PRIN/T.ROWE I EQ INC CIT N SEI TRUST COMPANY · EIN 46-6586666 / PN 001 | Common Collective Trust | — | — | $867K | 3.0% | |
| American Funds 2055 Target Date Retirement Fund 30,265 | Mutual Funds | — | — | $800K | 2.8% | |
| BNY Mellon Dynamic Value Fund 14,794 | Other securities | — | — | $657K | 2.3% | |
| Vanguard Mid-Cap Index Fund 1,736 | Common Collective Trusts | — | — | $567K | 2.0% | |
| American Funds 2060 Target Date Retirement Fund 28,732 | Mutual Funds | — | — | $515K | 1.8% | |
| American Funds 2020 Target Date Retirement Fund 36,732 | Mutual Funds | — | — | $494K | 1.7% | |
| MFS International Intrinsic Value Fund 12,775 | Mutual Funds | — | — | $457K | 1.6% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25%-9.50%, with maturities through July 2035 0 | Bonds / Notes | — | — | $404K | 1.4% | |
| American Funds 2070 Target Date Retirement Fund 9 102 Undiscovered Managers Behavioral Value Fund 4,776 | Mutual Funds | — | — | $403K | 1.4% | |
| PIMCO Income Fund 31,437 | Mutual Funds | — | — | $331K | 1.1% | |
| EuroPacific Growth Fund 5,656 | Other securities | — | — | $304K | 1.1% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $235K | 0.8% | |
| PRIN/BR BOND INDEX CIT N SEI TRUST COMPANY · EIN 94-3226244 / PN 001 | Common Collective Trust | — | — | $210K | 0.7% | |
| American Century Small Cap Growth Fund 8,812 | Other securities | — | — | $203K | 0.7% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $191K | 0.7% | |
| Principal/BlackRock Russell 2000 Index CIT N Fund 2,777 | Common Collective Trusts | — | — | $163K | 0.6% | |
| American Funds 2015 Target Date Retirement Fund 12,528 | Mutual Funds | — | — | $153K | 0.5% | |
| Principal/BlackRock International Equity Index CIT N Fund 5,105 | Common Collective Trusts | — | — | $143K | 0.5% | |
| American Funds 2065 Target Date Retirement Fund 7,405 | Mutual Funds | — | — | $130K | 0.5% | |
| Principal/BlackRock S&P 500 Index CIT TR Fund 2,756 | Common Collective Trusts | — | — | $95K | 0.3% | |
| Principal/BlackRock International Equity Index CIT TR Fund 5,860 | Common Collective Trusts | — | — | $92K | 0.3% | |
| PRIN/BR AGG BD INDEX CIT TR SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $90K | 0.3% | |
| JPMorgan Government Bond Fund 8,626 | U.S. Treasuries | — | — | $81K | 0.3% | |
| SHORT-TERM INV FUND A TR SEI TRUST COMPANY · EIN 41-6292499 / PN 001 | Common Collective Trust | — | — | $67K | 0.2% | |
| New World Fund Inc 779 | Common Stocks | — | — | $60K | 0.2% | |
| PRIN/BR S&P MID INDEX CIT TR SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $47K | 0.2% | |
| PRIN/BR LG CAP GROWTH CIT TR SEI TRUST COMPANY · EIN 52-2265232 / PN 001 | Common Collective Trust | — | — | $38K | 0.1% | |
| Cohen & Steers Realty Shares Inc 551 | Common Stocks | — | — | $36K | 0.1% | |
| PRIN/BR LG CAP VALUE CIT TR SEI TRUST COMPANY · EIN 52-2265227 / PN 001 | Common Collective Trust | — | — | $34K | 0.1% | |
| Principal/BlackRock Russell 2000 Index CIT TR Fund 1,293 | Common Collective Trusts | — | — | $29K | 0.1% | |
| John Hancock Disciplined Value Mid Cap Fund 31 ** 841 JPMorgan Core Plus Bond Fund 3,600 | Other securities | — | — | $26K | <0.1% | |
| REGISTERED INVESTMENT COMPANIES American Balanced Fund 545 | Other securities | — | — | $19K | <0.1% | |
| (E) | Other securities | — | — | $19K | <0.1% | |
| Carillon Eagle Mid Cap Growth Fund 162 | Other securities | — | — | $13K | <0.1% |
