Michael Orians signed Dobbs Management Service, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dobbs Management Service, LLC's EIN is 62-1763059.
Download the official 2024 Form 5500 (PDF) for Dobbs Management Service, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dobbs Management Service, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $48K | — |
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 Target Retirement 2035 Fund | Mutual Funds | — | — | $9.4M | 13.9% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $8.0M | 11.9% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $5.6M | 8.3% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $5.1M | 7.5% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $4.5M | 6.7% | |
| T. Rowe Price Blue Chip Growth Fund | Other securities | — | — | $4.5M | 6.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $4.3M | 6.4% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4.3M | 6.3% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $3.7M | 5.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $3.1M | 4.6% | |
| Participant loans 4.25% to 10.50% interest | Bonds / Notes | — | — | $1.8M | 2.7% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $1.5M | 2.2% | |
| MFS Value Fund | Mutual Funds | — | — | $1.4M | 2.1% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $1.2M | 1.8% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $1.2M | 1.7% | |
| Goldman Sachs Short Duration Government Fund | Other securities | — | — | $966K | 1.4% | |
| JP Morgan Small Cap Equity Fund | Other securities | — | — | $925K | 1.4% | |
| Legg Mason ClearBridge Mid Cap Fund | Other securities | — | — | $706K | 1.0% | |
| SEI Trust Company BlackRock Russell 2000 Index Fund | Common Collective Trusts | — | — | $694K | 1.0% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $694K | 1.0% | |
| Oakmark International Fund | Other securities | — | — | $687K | 1.0% | |
| SEI Trust Company BlackRock International Equity Index Fund | Common Collective Trusts | — | — | $308K | 0.5% | |
| PRIN/BR INTL EQ INDX CIT N SEI TRUST COMPANY · EIN 52-2265229 / PN 001 | Common Collective Trust | — | — | $308K | 0.5% | |
| SEI Trust Company BlackRock Aggressive Bond Index Fund | Common Collective Trusts | — | — | $307K | 0.5% | |
| PRIN/BR AGG BD INDEX CIT N SEI TRUST COMPANY · EIN 20-5699010 / PN 001 | Common Collective Trust | — | — | $307K | 0.5% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $275K | 0.4% | |
| American Century Inflation Adjusted Bond Fund | Other securities | — | — | $239K | 0.4% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $164K | 0.2% | |
| Aberdeen Emerging Markets Fund | Other securities | — | — | $123K | 0.2% | |
| Wells Fargo Allspring Core Bond Fund | Other securities | — | — | $69K | 0.1% | |
| (E) | Other securities | — | — | $69K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
