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 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 |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $110K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $42 | — |
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 500 Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $11.6M | 13.8% | |
| Fidelity Contrafund K6 Mutual Fund N/A | Mutual Funds | — | — | $10.3M | 12.3% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 732 | Common Collective Trust | — | — | $8.2M | 9.9% | |
| MassMutual Small Cap Growth Equity I Mutual Fund N/A | Other securities | — | — | $7.7M | 9.3% | |
| FIDELITY FREEDOM BLEND 2040 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $6.6M | 7.9% | |
| Dodge & Cox Stock Fund Mutual Fund N/A | Mutual Funds | — | — | $6.3M | 7.5% | |
| FIDELITY FREEDOM BLEND 2030 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $5.7M | 6.9% | |
| FIDELITY FREEDOM BLEND 2050 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $5.2M | 6.2% | |
| FIDELITY FREEDOM BLEND 2060 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $3.3M | 4.0% | |
| Fidelity Extended Market Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $3.2M | 3.8% | |
| Fidelity Total Bond K6 Mutual Fund N/A | Mutual Funds | — | — | $3.0M | 3.6% | |
| maturities ranging from January 2025 through October 2037, secured by the participants' vested account balances. - | Other securities | — | — | $2.9M | 3.4% | |
| American Funds Europacific Growth R6 Mutual Fund N/A | Mutual Funds | — | — | $2.7M | 3.2% | |
| Fidelity US Bond Index Fund Mutual Fund N/A | Common Collective Trusts | — | — | $2.0M | 2.4% | |
| FIDELITY FREEDOM BLEND 2020 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $1.1M | 1.3% | |
| FIDELITY FREEDOM BLEND 2025 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $862K | 1.0% | |
| FIDELITY FREEDOM BLEND 2065 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $850K | 1.0% | |
| FIDELITY FREEDOM BLEND 2045 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $627K | 0.8% | |
| FIDELITY FREEDOM BLEND INC. CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $546K | 0.7% | |
| FIDELITY FREEDOM BLEND 2035 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $442K | 0.5% | |
| FIDELITY FREEDOM BLEND 2055 CMGLD H FIDELITY INVESTMENTS · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $177K | 0.2% | |
| Victory Sycamore Established Value Fund Mutual Fund N/A | Other securities | — | — | $103K | 0.1% | |
| Blackrock Mid-Cap Growth Equity K Mutual Fund N/A | Other securities | — | — | $87K | 0.1% | |
| Fidelity International Index Mutual Fund N/A | Mutual Funds | — | — | $58K | <0.1% | |
| Victory Sycamore Small Company Opp R6 Mutual Fund N/A | Common Stocks | — | — | $29K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
