Courtney Kolar signed Dwyer Franchising LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dwyer Franchising LLC's EIN is 73-0941783.
Download the official 2024 Form 5500 (PDF) for Dwyer Franchising LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dwyer Franchising LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $73K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DISCIPLINED INVESTORS LLC | — | WACO, TX | INVESTMENT ADVISOR | $96K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787945 / PN 261 | Common Collective Trust | — | — | $8.4M | 11.7% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1208510 / PN 259 | Common Collective Trust | — | — | $7.6M | 10.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788040 / PN 262 | Common Collective Trust | — | — | $7.2M | 10.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-1384398 / PN 260 | Common Collective Trust | — | — | $6.8M | 9.4% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 258 | Common Collective Trust | — | — | $6.2M | 8.6% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0787670 / PN 272 | Common Collective Trust | — | — | $4.5M | 6.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $4.4M | 6.2% | |
| Ishares S&P 500 Index A | Common Collective Trusts | — | — | $3.7M | 5.2% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 27-3616920 / PN 273 | Common Collective Trust | — | — | $3.6M | 5.0% | |
| PUTNAM RETIREMENT ADVANTAGE TRST MA PUTNAM INVESTMENTS CIT · EIN 26-0788428 / PN 268 | Common Collective Trust | — | — | $3.3M | 4.6% | |
| T. Rowe Price T. Rowe Price New America Growth | Other securities | — | — | $3.0M | 4.1% | |
| PUTNAM RETIREMENT ADVANTAGE TRST 20 PUTNAM INVESTMENTS CIT · EIN 85-3582370 / PN 274 | Common Collective Trust | — | — | $1.8M | 2.5% | |
| Vanguard Equity-Income Fund | Mutual Funds | — | — | $1.7M | 2.3% | |
| Delaware Ivy Delaware Ivy Mid Cap Growth I | Other securities | — | — | $1.3M | 1.8% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $1.3M | 1.8% | |
| participant accounts, various maturities | Other securities | — | — | $1.2M | 1.7% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $1.2M | 1.7% | |
| Ishares MSCI EAFE International Index A | Other securities | — | — | $963K | 1.3% | |
| Fully Benefit-Responsive Investment Contracts ** Great-West Select Guaranteed Fund | Other securities | — | — | $908K | 1.3% | |
| DFA Funds DFA US Targeted Value I | Mutual Funds | — | — | $804K | 1.1% | |
| American Funds American Century Mid Cap Value Fund | Mutual Funds | — | — | $655K | 0.9% | |
| Vanguard Emerging Markets Stock Index Adm | Mutual Funds | — | — | $602K | 0.8% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $338K | 0.5% | |
| Vanguard Real Estate Index | Mutual Funds | — | — | $197K | 0.3% | |
| Lord Abbett Lord Abbett Duration Income R6 | Mutual Funds | — | — | $193K | 0.3% | |
| s ** Great-West General Account | Mutual Funds | — | — | $45K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
