Pete Simms signed Dolese Bros. Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dolese Bros. Co.'s EIN is 73-1359190.
Download the official 2024 Form 5500 (PDF) for Dolese Bros. Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dolese Bros. Co.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE INV. MANAGEMENT U.S., INC. | 68-0635051 | — | INV. ADVISORS | $82K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DB GROWTH PORTFOLIO INSTL CL GREAT GRAY TRUST COMPANY, LLC · EIN 82-0737797 / PN 187 | Common Collective Trust | — | — | $6.2M | 16.2% | |
| $495,000 par value | Other securities | — | $502K | $488K | 1.3% | |
| $540,000 par value | Other securities | — | $502K | $475K | 1.2% | |
| US TREASURY STRIP $1,190,000 par value | U.S. Treasuries | — | $526K | $469K | 1.2% | |
| BANK OF AMERICA C VA 6/14/2029 maturity, $500,000 par value | Other securities | — | $428K | $453K | 1.2% | |
| THE GOLDMAN SACHS 1/27/2032 maturity, $535,000 par value | Other securities | — | $419K | $439K | 1.1% | |
| US TREASURY STRIP $1,640,000 par value | U.S. Treasuries | — | $418K | $431K | 1.1% | |
| $430,000 par value | Other securities | — | $419K | $424K | 1.1% | |
| $405,000 par value | Other securities | — | $433K | $419K | 1.1% | |
| $410,000 par value | Other securities | — | $408K | $412K | 1.1% | |
| $460,000 par value | Other securities | — | $396K | $391K | 1.0% | |
| SANTANDER DRIVE 6.40% interest, $375,000 par value | Bonds / Notes | — | $389K | $388K | 1.0% | |
| $385,000 par value | Other securities | — | $370K | $377K | 1.0% | |
| $370,000 par value | Other securities | — | $351K | $356K | 0.9% | |
| $380,000 par value | Other securities | — | $363K | $354K | 0.9% | |
| US TREASURY STRIP $980,000 par value | U.S. Treasuries | — | $401K | $351K | 0.9% | |
| $350,000 par value | Other securities | — | $337K | $349K | 0.9% | |
| $350,000 par value | Other securities | — | $332K | $345K | 0.9% | |
| $335,000 par value | Other securities | — | $335K | $342K | 0.9% | |
| $355,000 par value | Other securities | — | $361K | $336K | 0.9% | |
| $345,000 par value | Other securities | — | $315K | $334K | 0.9% | |
| EXETER AUTOMOBIL 6.80% interest, $325,000 par value | Bonds / Notes | — | $335K | $333K | 0.9% | |
| $360,000 par value | Other securities | — | $343K | $331K | 0.9% | |
| $325,000 par value | Other securities | — | $315K | $321K | 0.8% | |
| $325,000 par value | Other securities | — | $296K | $312K | 0.8% | |
| US TREASURY STRIP $830,000 par value | U.S. Treasuries | — | $354K | $312K | 0.8% | |
| $320,000 par value | Other securities | — | $296K | $307K | 0.8% | |
| US TREASURY STRIP $890,000 par value | U.S. Treasuries | — | $354K | $302K | 0.8% | |
| $275,000 par value | Other securities | — | $319K | $300K | 0.8% | |
| $290,000 par value | Other securities | — | $292K | $290K | 0.8% | |
| $274,000 par value | Other securities | — | $269K | $273K | 0.7% | |
| $280,000 par value | Other securities | — | $258K | $271K | 0.7% | |
| CORPORATE OBLIGATION 7/22/2028 maturity, $272,000 par value | Other securities | — | $263K | $270K | 0.7% | |
| $310,000 par value | Other securities | — | $262K | $265K | 0.7% | |
| $345,000 par value | Other securities | — | $282K | $261K | 0.7% | |
| $270,000 par value | Other securities | — | $248K | $258K | 0.7% | |
| $295,000 par value | Other securities | — | $257K | $253K | 0.7% | |
| US TREASURY STRIP $775,000 par value | U.S. Treasuries | — | $298K | $251K | 0.7% | |
| BRANCH BANKING 2.636% interest, $260,000 par value | Bonds / Notes | — | $248K | $250K | 0.7% | |
| $325,000 par value | Other securities | — | $259K | $250K | 0.7% | |
| $274,000 par value | Other securities | — | $263K | $247K | 0.6% | |
| $285,000 par value | Other securities | — | $264K | $246K | 0.6% | |
| $255,000 par value | Other securities | — | $229K | $243K | 0.6% | |
| $405,000 par value | Other securities | — | $259K | $240K | 0.6% | |
| $235,000 par value | Other securities | — | $233K | $236K | 0.6% | |
| $250,000 par value | Other securities | — | $259K | $234K | 0.6% | |
| $250,000 par value | Other securities | — | $218K | $226K | 0.6% | |
| $220,000 par value | Other securities | — | $220K | $220K | 0.6% | |
| US TREASURY STRIP $710,000 par value | U.S. Treasuries | — | $265K | $219K | 0.6% | |
| $220,000 par value | Other securities | — | $248K | $214K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
