Joe Gabbard signed Dismas Charities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dismas Charities, Inc.'s EIN is 61-0663854.
Download the official 2024 Form 5500 (PDF) for Dismas Charities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dismas Charities, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $165K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIFTH THIRD BANK |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Mutual Fund - Vanguard 500 Index Fund | Common Collective Trusts | — | — | $8.6M | 22.1% | |
| Vanguard Mutual Fund - Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $5.3M | 13.7% | |
| GOLDMAN SACHS STABLE VALUE COLLECTI THE GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $4.7M | 12.2% | |
| Vanguard Mutual Fund - Vanguard Developed Markets Index Admiral Fund | Mutual Funds | — | — | $4.5M | 11.7% | |
| Dodge & Cox Mutual Fund - Dodge & Cox Income Fund | Mutual Funds | — | — | $2.6M | 6.8% | |
| Vanguard Mutual Fund - Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $2.2M | 5.7% | |
| American Funds Mutual Fund - American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $1.8M | 4.7% | |
| Invesco Funds Mutual Fund - Invesco Developing Markets R6 | Mutual Funds | — | — | $1.6M | 4.1% | |
| Vanguard Mutual Fund - Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $1.4M | 3.7% | |
| Blackrock Mutual Fund - Blackrock Inflation Protected Bond Fund K | Other securities | — | — | $1.4M | 3.5% | |
| Vanguard Mutual Fund - Vanguard Real Estate Index Admiral Fund | Mutual Funds | — | — | $922K | 2.4% | |
| Dodge & Cox Mutual Fund - Dodge & Cox Balanced Fund | Mutual Funds | — | — | $918K | 2.4% | |
| Vanguard Mutual Fund - Vanguard Small Cap Value Index Admiral Fund | Mutual Funds | — | — | $881K | 2.3% | |
| Dodge & Cox Mutual Fund - Dodge & Cox Stock Fund | Mutual Funds | — | — | $623K | 1.6% | |
| Harbor Capital Mutual Fund - Harbor Capital Appreciation Retirement Fund | Other securities | — | — | $560K | 1.4% | |
| T. Rowe Price Mutual Fund - T. Rowe Price QM US Small Cap Growth Equity Fund | Other securities | — | — | $465K | 1.2% | |
| Empower Funds Mutual Fund - Empower T. Rowe Price Mid Cap Growth Fund | Other securities | — | — | $231K | 0.6% | |
| T. Rowe Price Mutual Fund - T. Rowe Price Mid Cap Value I | Other securities | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CINCINNATI, OH |
| INVESTMENT ADVISOR |
| $39K |
| — |
