Dudley Debosier, APLC's EIN is 72-1297159.
Download the official 2024 Form 5500 (PDF) for Dudley Debosier, APLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dudley Debosier, APLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA ADVISORS, LLC | 84-0858799 | DENVER, CO | ADVISOR | $28K | — |
| CETERA INVESTMENT ADVISORS |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AmFds 2035 Trgtdtrtrmt R6 | Mutual Funds | — | — | $3.4M | 19.1% | |
| American Funds AmFds 2050 Trgfdtrinmt R6 | Mutual Funds | — | — | $1.7M | 9.3% | |
| American Funds AmFds 2040 Trgtdtrtrmt R6 | Mutual Funds | — | — | $1.6M | 9.0% | |
| American Funds AmFds 2025 Trgtdtrinmt R6 | Mutual Funds | — | — | $1.6M | 8.8% | |
| American Funds AmFds 2045 Trgtdtrtrmt R6 | Mutual Funds | — | — | $1.1M | 6.3% | |
| American Funds AmFds 2055 Trgtdtrtrmt R6 | Mutual Funds | — | — | $804K | 4.5% | |
| Fidelity Advisor Balanced Fund - Class I | Mutual Funds | — | — | $737K | 4.1% | |
| Nationwide Nw S P 500 Indx R6 | Other securities | — | — | $727K | 4.1% | |
| JPMorgan JPM Gr Advtg R6 | Other securities | — | — | $693K | 3.9% | |
| American Funds AmFds 2030 Trgtdtrinmt R6 | Mutual Funds | — | — | $553K | 3.1% | |
| Nationwide Nw Geneva Smcapgr Inst Svc | Other securities | — | — | $514K | 2.9% | |
| Clear Bridge Leggm Ckbrdg Sel 1 | Other securities | — | — | $428K | 2.4% | |
| American Funds AmFds 2020 Trgtdtrtrmt R6 | Mutual Funds | — | — | $357K | 2.0% | |
| Nationwide Nw Intl Indx R6 | Other securities | — | — | $254K | 1.4% | |
| Fidelity Fid 500 Indx | Mutual Funds | — | — | $240K | 1.3% | |
| Vanguard Vngrd Sm Cap Indx Fd As | Mutual Funds | — | — | $238K | 1.3% | |
| PIMCO Stkplus Lg Dur Inst | Mutual Funds | — | — | $189K | 1.1% | |
| Columbia Threadneedle Col Divd Inc Inst2 | Common Stocks | — | — | $186K | 1.0% | |
| Vanguard Vngrd Mid-Cap Idx Fd As | Common Collective Trusts | — | — | $168K | 0.9% | |
| DodgeCox Dodge & Cox International Stock Fund Class I | Mutual Funds | — | — | $154K | 0.9% | |
| Fidelity Fid Intl Indx | Mutual Funds | — | — | $153K | 0.9% | |
| Goldman Sachs Gdmnscs Gqgptnrintloppr R6 | Other securities | — | — | $151K | 0.8% | |
| Nationwide Nw Loomis Allcap Gr R6 | Other securities | — | — | $134K | 0.7% | |
| Avantis Investors Avantis U.S. Large Cap Value Fund | Other securities | — | — | $128K | 0.7% | |
| JPMorgan JPM Lgcap Gr R6 | Other securities | — | — | $124K | 0.7% | |
| Dimensional Fund Advisors DFA Us Vectr Eq Inst | Mutual Funds | — | — | $121K | 0.7% | |
| Avantis Investors Avantis Emerging Markets Equity Fund - Institutional Class | Other securities | — | — | $120K | 0.7% | |
| JPMorgan JPM Eq Inc R5 | Common Stocks | — | — | $118K | 0.7% | |
| American Funds AmFds Bd Fd Am R6 | Mutual Funds | — | — | $93K | 0.5% | |
| Dimensional Fund Advisors DFA Emrg Mkts Core Eq 2 Portfolio - Inst ** 919 Dimensional Fund Advisors DFA Intmd Govt Fxdinc Inst | Mutual Funds | — | — | $89K | 0.5% | |
| Nationwide Nw Inv Dest Cnsrv R6 ** 132 * Nationwide Nw Inv Dest Mod Cnsrv R6 | Other securities | — | — | $81K | 0.5% | |
| * Nationwide Life Insurance Company Fixed Select Contract Guaranteed investment contract | Guaranteed Income / GIC | — | — | $79K | 0.4% | |
| PGIM Investments Pgim Til Rin Bd R6 | Other securities | — | — | $77K | 0.4% | |
| Massachusetts Financial Services MFS Mdcap Gr R6 | Mutual Funds | — | — | $73K | 0.4% | |
| Diamond Hill Diamond Hill Mdcap I | Other securities | — | — | $72K | 0.4% | |
| PIMCO Pimcocomdyrealrinstratinst ** 543 Principal Prncpl GH Realest R6 | Mutual Funds | — | — | $71K | 0.4% | |
| Fidelity Fid Us Bd Indx | Mutual Funds | — | — | $63K | 0.4% | |
| Fidelity Government Money Market Fund Class K6 + | Mutual Funds | — | — | $61K | 0.3% | |
| Legal & General Commodity Strategy Legal & General Commodity Strategy Fund - Inst. Shares | Other securities | — | — | $58K | 0.3% | |
| Dimensional Fund Advisors DFA Realest Sec | Mutual Funds | — | — | $43K | 0.2% | |
| Blackrock High Yield Portfolio - Class K | Other securities | — | — | $41K | 0.2% | |
| American Funds AmFds 2060 Trgtdtrtrmt R6 | Mutual Funds | — | — | $36K | 0.2% | |
| Vanguard Vngrd 500 Index Fd As + ** 200 Vanguard Vngrd Explr Adml | Common Collective Trusts | — | — | $36K | 0.2% | |
| Avantis Investors Avantis U.S. Small Cap Value Fund - Institutional Class | Other securities | — | — | $36K | 0.2% | |
| American Funds AmFds 2015 Trgtdtrinmt R6 | Mutual Funds | — | — | $35K | 0.2% | |
| PIMCO Real Rin Inst | Mutual Funds | — | — | $34K | 0.2% | |
| American Funds AmFds 2010 Trgtdtrtrmt R6 | Mutual Funds | — | — | $27K | 0.1% | |
| American Funds AmFds 2065 Trgtdtrtrmt R6 | Mutual Funds | — | — | $25K | 0.1% | |
| Blackrock Blkrk Til Rtn K | Other securities | — | — | $20K | 0.1% | |
| Dimensional Fund Advisors DFA Us Trgt Val Inst | Mutual Funds | — | — | $16K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 36-3258176 |
| DENVER, CO |
| ADVISOR |
| $27K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SENTINEL PENSION | 46-0570503 | BATON ROUGE, LA | TPA | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | INVESTMENT ADV (PART) | $11K | — |
