Morgan Daulton signed Decoart, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Decoart, LLC's EIN is 61-1033380.
Download the official 2024 Form 5500 (PDF) for Decoart, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Decoart, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $1K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $7.0M | 74.6% | |
| [Assets held in interest-bearing cash] | Other | — | — | $1.4M | 14.7% | |
| [Assets held in common collective trust] | Other | — | — | $632K | 6.7% | |
| FH CAP PRESRVN ISP FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $632K | 6.7% | |
| [Assets held in common stock] | Other | — | — | $253K | 2.7% | |
| [Assets held in participant loans] | Other | — | — | $123K | 1.3% |
