Barbara Hladik signed Dicalite Management Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dicalite Management Group, Inc.'s EIN is 80-0423777.
Download the official 2024 Form 5500 (PDF) for Dicalite Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dicalite Management Group, 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 | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORISON COGEN LLP | 23-1406493 | — | ACCOUNTANT | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $2.9M | 26.7% | |
| VAN TARG RETIRE 2070 160 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $892K | 8.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $824K | 7.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $801K | 7.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $769K | 7.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $630K | 5.8% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $612K | 5.6% | |
| FID 500 IND | Registered Investment Companies | — | — | $590K | 5.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $528K | 4.9% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $318K | 2.9% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $225K | 2.1% | |
| FIDELITY SMALL CAP GROWTH K6 | Registered Investment Companies | — | — | $188K | 1.7% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $171K | 1.6% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $168K | 1.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $148K | 1.4% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $142K | 1.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $108K | 1.0% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $81K | 0.7% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $77K | 0.7% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $75K | 0.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $66K | 0.6% | |
| WESTERN ASSET INTM BOND IS | Registered Investment Companies | — | — | $57K | 0.5% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $52K | 0.5% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $39K | 0.4% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $26K | 0.2% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $16K | 0.2% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $16K | 0.2% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $13K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES, LLC | 22-3570392 | — | INVESTMENT/FINANCIAL ADVI | $65K | — |
