Daniel Preston signed The Drees Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Drees Company's EIN is 61-0675670.
Download the official 2024 Form 5500 (PDF) for The Drees Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Drees Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $107K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $71K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $18.6M | 11.7% | |
| Harbor Capital Appreciation Instl | Other securities | — | — | $14.7M | 9.2% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $12.6M | 7.9% | |
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $11.2M | 7.0% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $9.5M | 5.9% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $8.5M | 5.3% | |
| American Beacon Large Capital Value Inst Fund | Other securities | — | — | $8.5M | 5.3% | |
| s * Fidelity Balanced Fund | Mutual Funds | — | — | $7.4M | 4.6% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $7.3M | 4.6% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $5.8M | 3.6% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $5.7M | 3.6% | |
| Baird Core Plus Inst | Other securities | — | — | $5.0M | 3.1% | |
| Fidelity Diversified International Fund | Mutual Funds | — | — | $4.8M | 3.0% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $4.6M | 2.9% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $4.1M | 2.6% | |
| Self Directed Brokerage Accounts Self Directed Brokerage Accounts Participant Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $3.9M | 2.4% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $3.5M | 2.2% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.9% | |
| Northern Small Capital Value Fund | Other securities | — | — | $2.7M | 1.7% | |
| Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $2.6M | 1.6% | |
| Money Market Funds * Fidelity Government Cash Reserves | Mutual Funds | — | — | $1.9M | 1.2% | |
| Lazard Emerging Markets Fund | Other securities | — | — | $1.7M | 1.1% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $1.5M | 1.0% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $1.5M | 0.9% | |
| Participant Loans (Notes Receivable From Participants) 3.25% - 10.50% - | Bonds / Notes | — | — | $1.3M | 0.8% | |
| DFA US Small Cap Growth Inst Fund | Mutual Funds | — | — | $1.0M | 0.7% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $403K | 0.3% | |
| Fidelity Freedom Income Fund | Mutual Funds | — | — | $351K | 0.2% | |
| Fidelity Freedom 2010 Fund | Mutual Funds | — | — | $69K | <0.1% | |
| Fidelity Freedom 2070 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| HIGHLAND CONSULTING ASSOCIATES, IN |
| 34-1753575 |
| — |
| CONSULTANT |
| $38K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DEAN DORTON | 27-3858252 | — | ACCOUNTANT/AUDITOR | $26K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BRICKER GRAYDON LLP | 31-4359739 | — | ATTORNEY/LEGAL | $22K | — |
