Kendal Helms signed Composite Analysis Group, Inc. D's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Composite Analysis Group, Inc. D's EIN is 72-1148282.
Download the official 2023 Form 5500 (PDF) for Composite Analysis Group, Inc. D from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Composite Analysis Group, Inc. D'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $22K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $318K | 21.5% | |
| VANGUARD BAL IDX - ADM 10 REGISTERED INVESTMENT COMPANY FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $226K | 15.3% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $202K | 13.6% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $143K | 9.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $131K | 8.9% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $81K | 5.5% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $79K | 5.3% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $52K | 3.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $45K | 3.0% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $39K | 2.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $39K | 2.6% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $35K | 2.4% | |
| ISHARES MSCI EAFE INTL INDEX K 543 REGISTERED INVESTMENT COMPANY VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $26K | 1.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $13K | 0.9% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $13K | 0.9% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $10K | 0.7% | |
| ISHARES RUSSELL 1000 LRG CAP K | Registered Investment Companies | — | — | $3K | 0.2% | |
| FID FREE INDX 2015 PREM | Registered Investment Companies | — | — | $2K | 0.1% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
