Wendy Welch signed DESE Research, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DESE Research, Inc.'s EIN is 63-0834024.
Download the official 2024 Form 5500 (PDF) for DESE Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DESE Research, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $33K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. |
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 CONTRAFUND K6 | Registered Investment Companies | — | — | $12.8M | 18.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $9.3M | 13.1% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $6.1M | 8.6% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $5.9M | 8.3% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $4.0M | 5.7% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3.5M | 5.0% | |
| T. ROWE PRICE SMALL-CAP STOCK | Registered Investment Companies | — | — | $3.4M | 4.8% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $2.1M | 2.9% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $2.1M | 2.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.8M | 2.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.6M | 2.3% | |
| INVESCO GLOBAL Y | Registered Investment Companies | — | — | $1.4M | 2.0% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.4M | 2.0% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.4M | 2.0% | |
| FRK CONVERTIBLE SEC ADV | Registered Investment Companies | — | — | $1.4M | 1.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.4M | 1.9% | |
| VAN DIV APPREC IDX - ADMIRAL | Registered Investment Companies | — | — | $1.3M | 1.9% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 1.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $961K | 1.4% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $942K | 1.3% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $877K | 1.2% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $795K | 1.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $758K | 1.1% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $609K | 0.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $598K | 0.8% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $570K | 0.8% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $425K | 0.6% | |
| NYL ANCHOR ACCOUNT 35 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $360K | 0.5% | |
| PIMCO COMMODITIESPLUS STR INST | Registered Investment Companies | — | — | $359K | 0.5% | |
| VANGUARD SH TERM BD INDEX ADM | Registered Investment Companies | — | — | $308K | 0.4% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $241K | 0.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $163K | 0.2% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $148K | 0.2% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $98K | 0.1% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $46K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| INVESTMENT MANAGER |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REGIONS BANK DBA REGIONS TRUST | 63-0371391 | — | INVESTMENT/FINANCIAL ADVI | $50K | — |
