Stephen Alexander signed Distribution Technology, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Distribution Technology, Inc.'s EIN is 56-0942638.
Download the official 2024 Form 5500 (PDF) for Distribution Technology, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Distribution Technology, Inc.'s plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | NONE | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONE DIGITAL INVESTMENT ADVISORS | — | OVERLAND PARK, KS | NONE | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $5.8M | 61.5% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.3M | 34.6% | |
| AM1 DOMESTIC EQUITY ALTA TRUST · EIN 99-0743104 / PN 001 | Common Collective Trust | — | — | $1.8M | 18.5% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $728K | 7.7% | |
| AM1 CORE FIXED INCOME CL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $724K | 7.6% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE · EIN 32-6199848 / PN 393 | Common Collective Trust | — | — | $505K | 5.3% | |
| AM1 INTERNATIONAL EQUITY ALTA TRUST · EIN 99-0743245 / PN 001 | Common Collective Trust | — | — | $494K | 5.2% | |
| AM1 INCOME ALTA TRUST · EIN 99-0817300 / PN 001 | Common Collective Trust | — | — | $395K | 4.2% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE · EIN 38-7010946 / PN 384 | Common Collective Trust | — | — | $344K | 3.6% | |
| [Assets held in participant loans] | Other | — | — | $293K | 3.1% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE · EIN 36-7595013 / PN 387 | Common Collective Trust | — | — | $193K | 2.0% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE · EIN 37-6495447 / PN 381 | Common Collective Trust | — | — | $144K | 1.5% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE · EIN 47-1088316 / PN 363 | Common Collective Trust | — | — | $128K | 1.4% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE · EIN 32-6199795 / PN 372 | Common Collective Trust | — | — | $89K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE · EIN 35-6941729 / PN 390 | Common Collective Trust | — | — | $84K | 0.9% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE · EIN 36-7594871 / PN 378 | Common Collective Trust | — | — | $80K | 0.8% | |
| AM1 PORTFOLIO DIVERSIFIERS ALTA TRUST · EIN 99-0817374 / PN 001 | Common Collective Trust | — | — | $68K | 0.7% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE · EIN 35-6941728 / PN 399 | Common Collective Trust | — | — | $55K | 0.6% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE · EIN 30-6303214 / PN 396 | Common Collective Trust | — | — | $50K | 0.5% | |
| RESOURCES DIVERSIFIED EQUITY CL 1 ALTA TRUST · EIN 83-2060613 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERSIFIED FIXEDCL 1 ALTA TRUST · EIN 83-2064950 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| RESOURCES DIVERS RISK MITIGATION CL ALTA TRUST0 · EIN 83-2080943 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |
