Trinity Brazeal signed Document Technologies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Document Technologies, LLC's EIN is 58-2413793.
Download the official 2024 Form 5500 (PDF) for Document Technologies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Document Technologies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $317K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $106K | — |
| CREATIVE PLANNING LLC |
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 TOTAL MKT IDX Mutual fund | Common Collective Trusts | — | — | $49.5M | 15.5% | |
| MFS GROWTH EQUITY L GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126293 / PN 596 | Common Collective Trust | — | — | $28.6M | 8.9% | |
| VANG TARGET RET 2045 Mutual fund | Other securities | — | — | $26.7M | 8.3% | |
| VANG TARGET RET 2040 Mutual fund | Other securities | — | — | $23.6M | 7.4% | |
| VANG TARGET RET 2035 Mutual fund | Other securities | — | — | $22.6M | 7.0% | |
| VANG TARGET RET 2050 Mutual fund | Other securities | — | — | $19.6M | 6.1% | |
| VANG TARGET RET 2030 Mutual fund | Other securities | — | — | $19.0M | 5.9% | |
| VANG TARGET RET 2055 Mutual fund | Other securities | — | — | $13.5M | 4.2% | |
| BAIRD CORE PLUS INST Mutual fund | Other securities | — | — | $11.6M | 3.6% | |
| JPM EQUITY INCOME R6 Mutual fund | Other securities | — | — | $11.6M | 3.6% | |
| BR MIDCAP GR EQ L1 GREAT GRAY TRUST COMPANY · EIN 20-3802327 / PN 003 | Common Collective Trust | — | — | $11.1M | 3.5% | |
| VANG TARGET RET 2025 Mutual fund | Other securities | — | — | $10.2M | 3.2% | |
| VICTORY S EST VAL R6 Mutual fund | Other securities | — | — | $9.8M | 3.1% | |
| FID TOTAL INTL IDX Mutual fund | Common Collective Trusts | — | — | $9.6M | 3.0% | |
| VANG VMMR-FED MMKT Money market fund | Cash / Money Market | — | — | $9.4M | 2.9% | |
| AF EUROPAC GROWTH R6 Mutual fund | Other securities | — | — | $6.4M | 2.0% | |
| GG FKLN SM CAP VAL GREAT GRAY TRUST COMPANY · EIN 38-4126289 / PN 594 | Common Collective Trust | — | — | $5.7M | 1.8% | |
| VANG TARGET RET 2060 Mutual fund | Other securities | — | — | $5.0M | 1.6% | |
| VANG TARGET RET 2020 Mutual fund | Other securities | — | — | $4.7M | 1.5% | |
| FID SMALL CAP GR K6 Mutual fund | Mutual Funds | — | — | $4.4M | 1.4% | |
| JPM EMRG MKTS EQ R6 Mutual fund | Other securities | — | — | $3.8M | 1.2% | |
| FID MID CAP IDX Mutual fund | Common Collective Trusts | — | — | $3.7M | 1.1% | |
| FID SM CAP IDX Mutual fund | Common Collective Trusts | — | — | $1.6M | 0.5% | |
| VANG TARGET RET INC Mutual fund | Common Stocks | — | — | $1.3M | 0.4% | |
| BR US DEBT INDEX R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $1.2M | 0.4% | |
| VANG TARGET RET 2070 Mutual fund | Other securities | — | — | $509K | 0.2% | |
| VANG TARGET RET 2065 Mutual fund | Other securities | — | — | $503K | 0.2% | |
| MELLON STABLE VALUE THE BANK OF NEW YORK MELLON · EIN 11-3152987 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-4519624 |
| — |
| ADVISOR |
| $68K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CRI | 72-1396621 | — | ACCOUNTANT/AUDITOR | $33K | — |
