Monique Rodrigue signed Duplantis Design Group, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Duplantis Design Group, P.C.'s EIN is 72-1359963.
Download the official 2024 Form 5500 (PDF) for Duplantis Design Group, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Duplantis Design Group, P.C.'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 | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $18K | — |
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 Freedom 2040 K6 | Mutual Funds | — | — | $3.0M | 17.7% | |
| Fidelity Freedom 2045 K6 | Mutual Funds | — | — | $2.6M | 14.9% | |
| Fidelity Freedom 2055 K6 | Mutual Funds | — | — | $1.9M | 11.0% | |
| Fidelity Freedom 2030 K6 | Mutual Funds | — | — | $1.6M | 9.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $1.6M | 9.5% | |
| Fidelity Freedom 2050 K6 | Mutual Funds | — | — | $1.1M | 6.4% | |
| Fidelity Freedom 2035 K6 | Mutual Funds | — | — | $1.0M | 6.0% | |
| Fidelity Freedom 2060 K6 | Mutual Funds | — | — | $679K | 4.0% | |
| AB US LG GR W CIT G GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $639K | 3.7% | |
| Fidelity Total International Index | Mutual Funds | — | — | $425K | 2.5% | |
| Fidelity Freedom 2065 K6 | Mutual Funds | — | — | $386K | 2.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $380K | 2.2% | |
| MFS Value R6 | Mutual Funds | — | — | $327K | 1.9% | |
| Allspring Special Mid Cap Value Fund R6 | Other securities | — | — | $290K | 1.7% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $167K | 1.0% | |
| MFS Intl Growth R6 | Mutual Funds | — | — | $128K | 0.8% | |
| Fidelity Freedom 2025 K6 | Mutual Funds | — | — | $120K | 0.7% | |
| Fidelity Small Cap Growth K6 | Mutual Funds | — | — | $105K | 0.6% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $70K | 0.4% | |
| PIMCO Global Bond Opps | Mutual Funds | — | — | $60K | 0.4% | |
| Fidelity Freedom 2020 K 6 | Mutual Funds | — | — | $55K | 0.3% | |
| American Beacon Small Cap Value Fund R6 ** 816 JP Morgan Mid Cap Growth R6 | Other securities | — | — | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
