Consuela Rowe signed Deshazo, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deshazo, LLC's EIN is 63-1169999.
Download the official 2024 Form 5500 (PDF) for Deshazo, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deshazo, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $56K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $34K | — |
| CREATIVE PLANNING HOLDCO, LLC |
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 a | Common Collective Trusts | — | — | $3.5M | 12.0% | |
| Fidelity Freedom Index 2040 Fund Premier Class a | Mutual Funds | — | — | $3.0M | 10.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.6M | 8.7% | |
| Fidelity Freedom Index 2035 Fund Premier Class a | Mutual Funds | — | — | $2.3M | 7.8% | |
| Fidelity Government Money Market Fund a | Mutual Funds | — | — | $2.2M | 7.5% | |
| Fidelity Freedom Index 2050 Fund Premier Class a | Mutual Funds | — | — | $1.8M | 6.2% | |
| Fidelity Freedom Index 2055 Fund Premier Class a | Mutual Funds | — | — | $1.7M | 5.6% | |
| Fidelity Freedom Index 2030 Fund Premier Class a | Mutual Funds | — | — | $1.6M | 5.5% | |
| Fidelity Freedom Index 2060 Fund Premier Class a | Mutual Funds | — | — | $1.6M | 5.3% | |
| J.P. Morgan Large Cap Growth Fund Class R6 a | Other securities | — | — | $1.4M | 4.9% | |
| Fidelity Freedom Index 2045 Fund Premier Class a | Mutual Funds | — | — | $1.2M | 3.9% | |
| Fidelity Freedom Index 2025 Fund Premier Class a | Mutual Funds | — | — | $1.1M | 3.8% | |
| various maturities -0- | Other securities | — | — | $833K | 2.8% | |
| Fidelity Mid Cap Index Fund a | Common Collective Trusts | — | — | $709K | 2.4% | |
| Fidelity Freedom Index 2020 Fund Premier Class a | Mutual Funds | — | — | $620K | 2.1% | |
| Fidelity Small Cap Index Fund a | Common Collective Trusts | — | — | $569K | 1.9% | |
| Fidelity Freedom Index 2065 Fund Premier Class a | Mutual Funds | — | — | $532K | 1.8% | |
| Allspring Small Company Growth Fund a | Common Stocks | — | — | $411K | 1.4% | |
| Janus Henderson Enterprise Fund Class N a | Mutual Funds | — | — | $403K | 1.4% | |
| J.P. Morgan Core Bond Class R6 a | Other securities | — | — | $397K | 1.3% | |
| Putnam Investments Large Cap Value Trust Class IA a | Mutual Funds | — | — | $371K | 1.3% | |
| PUTN LG CP VAL TR IA PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $371K | 1.3% | |
| Allspring Special Mid Cap Value CIT E2 a | Common Collective Trusts | — | — | $179K | 0.6% | |
| AS SPL MD CAP VAL E2 WELLS FARGO BANK, N.A. · EIN 84-6615098 / PN 001 | Common Collective Trust | — | — | $179K | 0.6% | |
| Fidelity International Index Fund a | Common Collective Trusts | — | — | $165K | 0.6% | |
| Allspring Special Small Cap Value Fund a | Other securities | — | — | $93K | 0.3% | |
| Fidelity Freedom Index 2015 Fund Premier Class a | Mutual Funds | — | — | $68K | 0.2% | |
| Fidelity Total Bond K6 Fund a | Mutual Funds | — | — | $64K | 0.2% | |
| MFS International Diversification R6 a | Mutual Funds | — | — | $37K | 0.1% | |
| Fidelity Freedom Index Income Fund Premier Class a | Mutual Funds | — | — | $25K | <0.1% | |
| Cohen & Steers Real Estate Securities Fund Class Z a | Other securities | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-4519624 |
| — |
| INVESTMENT ADVISOR |
| $7K |
| — |
