Stacey Payne signed Digital Insurance, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Digital Insurance, LLC's EIN is 58-2522668.
Download the official 2024 Form 5500 (PDF) for Digital Insurance, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Digital Insurance, LLC's plan includes automatic enrollment, a default investment (QDIA), a 401(k) feature, ERISA 404(c) participant direction.
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 | $204K | — |
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 INDEX 235,343 # | Common Collective Trusts | — | — | $48.1M | 12.0% | |
| FID FDM IDX 2035 IPR 1,819,591 # | Common Collective Trusts | — | — | $42.5M | 10.6% | |
| FID FDM IDX 2040 IPR 1,319,852 # | Common Collective Trusts | — | — | $32.5M | 8.1% | |
| FID FDM IDX 2045 IPR 1,157,703 # | Common Collective Trusts | — | — | $30.0M | 7.5% | |
| FID FDM IDX 2050 IPR 1,121,608 # | Common Collective Trusts | — | — | $29.1M | 7.2% | |
| FID FDM IDX 2030 IPR 1,370,755 # | Common Collective Trusts | — | — | $27.6M | 6.9% | |
| JPM LG CAP GROWTH R6 272,351 # | Other securities | — | — | $22.8M | 5.7% | |
| FID FDM IDX 2025 IPR 1,188,976 # | Common Collective Trusts | — | — | $22.1M | 5.5% | |
| FID FDM IDX 2055 IPR 907,884 # | Common Collective Trusts | — | — | $19.4M | 4.8% | |
| VANG INFO TEC IDX AD 55,126 # | Common Collective Trusts | — | — | $17.5M | 4.4% | |
| VANG EQUITY INC ADM 151,066 # | Common Stocks | — | — | $13.3M | 3.3% | |
| FID FDM IDX 2060 IPR 611,994 # | Common Collective Trusts | — | — | $11.1M | 2.8% | |
| FID MID CAP IDX 289,948 # | Common Collective Trusts | — | — | $9.8M | 2.4% | |
| DFA GLBL EQUITY INST 239,574 # | Mutual Funds | — | — | $8.2M | 2.0% | |
| NYL ANCHOR ACCOUNT # | Other securities | — | — | $6.9M | 1.7% | |
| NEW YORK LIFE INSURANCE COMPANY STABLE VALUE ACCOUNT · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $6.9M | 1.7% | |
| FID SM CAP IDX 243,937 # | Common Collective Trusts | — | — | $6.8M | 1.7% | |
| J H ENTERPRISE N 46,039 # | Other securities | — | — | $6.6M | 1.6% | |
| FID INTL INDEX 104,815 # | Mutual Funds | — | — | $5.0M | 1.2% | |
| FID FDM IDX 2065 IPR 307,466 # | Common Collective Trusts | — | — | $4.5M | 1.1% | |
| J H TRITON N 154,559 # | Other securities | — | — | $4.3M | 1.1% | |
| FID FDM IDX 2020 IPR 255,371 # | Common Collective Trusts | — | — | $4.0M | 1.0% | |
| BR TOTAL RETURN 6 GREAT GRAY TRUST COMPANY · EIN 82-2941483 / PN 264 | Common Collective Trust | — | — | $3.7M | 0.9% | |
| PGIM HIGH YIELD R6 661,932 # | Other securities | — | — | $3.2M | 0.8% | |
| FID US BOND IDX 282,588 # | Common Collective Trusts | — | — | $2.9M | 0.7% | |
| MFS INTL DIVRSN R6 124,357 # | Mutual Funds | — | — | $2.8M | 0.7% | |
| GS SM CP VAL INS R6 48,056 # | Other securities | — | — | $2.7M | 0.7% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $2.3M | 0.6% | |
| FID INTM TR BD IDX 223,494 # | Common Collective Trusts | — | — | $2.1M | 0.5% | |
| FID EMRG MKTS IDX 193,210 # | Common Collective Trusts | — | — | $2.0M | 0.5% | |
| FID REAL ESTATE IDX 75,827 # | Common Collective Trusts | — | — | $1.2M | 0.3% | |
| FID FDM IDX 2015 IPR 75,898 # | Common Collective Trusts | — | — | $1.1M | 0.3% | |
| NB STR MS FXD INC R GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139862 / PN 639 | Common Collective Trust | — | — | $461K | 0.1% | |
| FID FDM IDX 2010 IPR 21,070 # | Common Collective Trusts | — | — | $270K | <0.1% | |
| FID FDM IDX INC IPR 8,156 # | Common Collective Trusts | — | — | $95K | <0.1% | |
| FID FDM IDX 2070 IPR 5,001 # | Common Collective Trusts | — | — | $52K | <0.1% | |
| FID GOVT MMKT 12,160 # | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
