Richelle Owens signed Dukes ROOT Control, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dukes ROOT Control, Inc.'s EIN is 75-3026801.
Download the official 2024 Form 5500 (PDF) for Dukes ROOT Control, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dukes ROOT Control, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $11K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 36-4500709 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.0M | 17.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $2.7M | 11.8% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.6M | 7.3% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.3M | 5.7% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $1.3M | 5.6% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.1M | 4.9% | |
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $1.1M | 4.8% | |
| VIRTUS NFJ MID-CAP VALUE A 180 REGISTERED INVESTMENT COMPANY PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $863K | 3.8% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $844K | 3.7% | |
| INVESCO OPP INTL GR R6 | Registered Investment Companies | — | — | $813K | 3.6% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $773K | 3.4% | |
| VANG TOT STK MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $772K | 3.4% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $734K | 3.3% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $539K | 2.4% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $477K | 2.1% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $392K | 1.7% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $359K | 1.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $348K | 1.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $329K | 1.5% | |
| TROWEPRICE RETIRE 2020 INV 91 REGISTERED INVESTMENT COMPANY TROWEPRICE RETIREMENT 2005 INV 379 REGISTERED INVESTMENT COMPANY VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $325K | 1.4% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $320K | 1.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $315K | 1.4% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $278K | 1.2% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $153K | 0.7% | |
| TROWEPRICE RETIREMENT 2065 INV | Registered Investment Companies | — | — | $152K | 0.7% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $136K | 0.6% | |
| MFS INTL INTRINSIC VALUE R6 | Registered Investment Companies | — | — | $94K | 0.4% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $76K | 0.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $74K | 0.3% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $3K | <0.1% | |
| MACQUARIE SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $42K |
| — |
