Davis & Plomin Mechanical, Inc.'s EIN is 61-1153242.
Download the official 2024 Form 5500 (PDF) for Davis & Plomin Mechanical, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davis & Plomin Mechanical, Inc.'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 RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $3K | — |
| TRANSAMERICA FINANCIAL LIFE INSURAN | 36-6071399 | — | RECORDKEEPER | $1K | — |
| MCGREGOR & ASSOCIATES, INC. | 61-1211399 | — | RECORDKEEPER | $630 | — |
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 | |||||
|---|---|---|---|---|---|---|
| TFLIC Fidelity 500 Index | Common Collective Trusts | — | — | $3.1M | 25.9% | |
| TFLIC Transamerica Stable Value Ascend Account | Stable Value | — | — | $1.1M | 9.0% | |
| TFLIC BlackRock LifePath Index 2040 K | Other securities | — | — | $1.0M | 8.4% | |
| TFLIC Vanguard Inflation Protected Secs Adm ** 838 * TFLIC Vanguard Small Cap Index Adm | Mutual Funds | — | — | $1.0M | 8.3% | |
| TFLIC BlackRock LifePath Index 2055 K | Other securities | — | — | $998K | 8.3% | |
| TFLIC BlackRock LifePath Index 2050 K | Other securities | — | — | $960K | 8.0% | |
| TFLIC BlackRock LifePath Index 2060 K | Other securities | — | — | $811K | 6.7% | |
| TFLIC Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $553K | 4.6% | |
| TFLIC BlackRock LifePath Index 2030 K | Other securities | — | — | $530K | 4.4% | |
| TFLIC BlackRock LifePath Index 2035 K | Other securities | — | — | $449K | 3.7% | |
| TFLIC BlackRock LifePath Index 2045 K | Other securities | — | — | $426K | 3.5% | |
| TFLIC Loomis Sayles Core Plus Bond N | Other securities | — | — | $291K | 2.4% | |
| TFLIC Fidelity International Index | Mutual Funds | — | — | $238K | 2.0% | |
| TFLIC BlackRock LifePath Index Retirement K | Other securities | — | — | $210K | 1.7% | |
| TFLIC Fidelity Emerging Markets Index | Mutual Funds | — | — | $197K | 1.6% | |
| TFLIC Fidelity US Bond Index | Mutual Funds | — | — | $127K | 1.1% | |
| TFLIC BlackRock LifePath Index 2065 K | Other securities | — | — | $53K | 0.4% | |
| AEGON BALANCED RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 310 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2030 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 688 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS MID-CAP OPPORTUNITIE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 446 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER FUNDS EUROPACIFIC GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| GOLDMAN SACHS MID CAP VALUE RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 088 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL-CAP GROWTH INDEX RE TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 131 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD SMALL-CAP VALUE INDEX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 133 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD TOTAL STOCK MARKET INDEX TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 166 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA INTL GROWTH RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 168 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET SP MID CAP INDX RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 438 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 236 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMER CENT INFLATION-ADJ BOND RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 262 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA SMALL CAP GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 348 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN CENTURY GOVERNMENT BOND R TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 413 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO DEVELOPING MARKETS RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 471 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE APPRECIATION RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 378 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE MID CAP CORE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 379 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DELAWARE IVY MID CAP GROWTH RET AC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 515 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LARGE CAP GROWTH RET TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 537 | Pooled Separate Account | — | — | $0 | <0.1% | |
| NEUBERGER BERMAN REAL ESTATE RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 538 | Pooled Separate Account | — | — | $0 | <0.1% | |
| INVESCO AMERICAN VALUE RET ACCT TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 575 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE GROWTH STOCK RET ACC TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 601 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BOND RET A TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 609 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICANS NEW WORLD TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 625 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2010 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 684 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2015 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 685 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2020 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 686 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2025 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 687 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2065 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 83-1098532 / PN 402 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2035 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 689 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2040 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 690 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2045 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 691 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA RETIREONTRK 2050 WITH TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 692 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MCF ADVISORS | 20-0566061 | — | INVESTMENT ADVISORY - PLA | $17K | — |
| MESIROW FINANCIAL, INC. | 36-3194849 | — | INVESTMENT ADVISORY - PLA | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHERRY BEKAERT | 56-0574444 | — | AUDIT | $14K | — |
