Docufree Corporation's EIN is 58-2483016.
Download the official 2024 Form 5500 (PDF) for Docufree Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Docufree Corporation'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 |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $7K | — |
| RETIREMENT PLAN ADMINISTRATORS, LLC | 58-2365498 | — | RECORDKEEPER | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| TRANSAMERICA PARTNERS STOCK INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 587 | Pooled Separate Account | — | — | $916K | 14.7% | |
| STATE STEET PRTN SERIES WITH TA CON TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 503 | Pooled Separate Account | — | — | $873K | 14.0% | |
| MORGAN STANLEY GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 166 | Pooled Separate Account | — | — | $621K | 10.0% | |
| INVESCO DIVERSIFIED DIVIDEND RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 579 | Pooled Separate Account | — | — | $419K | 6.7% | |
| VANGUARD SMALL-CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 107 | Pooled Separate Account | — | — | $359K | 5.8% | |
| Transamerica Life Insurance Company American FDS Fundamental INVS Ret Opt | Common Stocks | — | — | $345K | 5.5% | |
| AMER FUNDS FUNDAMENTAL INVESTORS RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 236 | Pooled Separate Account | — | — | $345K | 5.5% | |
| DFA U.S. TRAGETED VALUE PORTFOLIO R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 527 | Pooled Separate Account | — | — | $332K | 5.3% | |
| SSGA S&P MID CAP INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 036 | Pooled Separate Account | — | — | $330K | 5.3% | |
| Transamerica Life Insurance Company Stable Value Core Account | Stable Value | — | — | $264K | 4.2% | |
| TRANSAMERICA INTL STOCK RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 539 | Pooled Separate Account | — | — | $256K | 4.1% | |
| LOOMIS SAYLES INVESTMENT GRADE BOND TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 086 | Pooled Separate Account | — | — | $214K | 3.4% | |
| PIONEER SELECT MID CAP GROWTH RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 741 | Pooled Separate Account | — | — | $206K | 3.3% | |
| Participant Loans Interest rates from 5.25% to 10.5% -0- | Bonds / Notes | — | — | $191K | 3.1% | |
| STATE STEET PRTN SERIES WITH TA MOD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 504 | Pooled Separate Account | — | — | $170K | 2.7% | |
| JANUS TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 583 | Pooled Separate Account | — | — | $149K | 2.4% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 259 | Pooled Separate Account | — | — | $143K | 2.3% | |
| AEGON US CORE PLUS RET OPT TRANSAMERICAN LIFE INS CO · EIN 39-0989781 / PN 719 | Pooled Separate Account | — | — | $113K | 1.8% | |
| VICTORY ESTABLISHED VALUE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 613 | Pooled Separate Account | — | — | $108K | 1.7% | |
| STATE STEET PRTN SERIES WITH TA AGG TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 502 | Pooled Separate Account | — | — | $82K | 1.3% | |
| VANGUARD REIT INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 099 | Pooled Separate Account | — | — | $59K | 1.0% | |
| FEDERATED HERMES INSTL HIGH YLD BD TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 575 | Pooled Separate Account | — | — | $56K | 0.9% | |
| TEMPLETON GLOBAL BOND RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 313 | Pooled Separate Account | — | — | $26K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
