Laura Pietraszek for DJE Holdings signed Daniel J. Edelman Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Daniel J. Edelman Holdings, Inc.'s EIN is 80-0830746.
Download the official 2024 Form 5500 (PDF) for Daniel J. Edelman Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Daniel J. Edelman Holdings, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $321K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $173K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 |
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 | |||||
|---|---|---|---|---|---|---|
| VFTC TARGET RETIREMENT 2050 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $72.9M | 13.4% | |
| VFTC TARGET RETIREMENT 2045 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $52.8M | 9.7% | |
| VFTC TARGET RETIREMENT 2055 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $52.5M | 9.6% | |
| Vanguard Investments Institutional Index Fund Institutional Shares | Common Collective Trusts | — | — | $51.5M | 9.5% | |
| VFTC TARGET RETIREMENT 2040 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $36.7M | 6.8% | |
| VFTC TARGET RETIREMENT 2060 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $31.0M | 5.7% | |
| VFTC TARGET RETIREMENT 2035 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $30.6M | 5.6% | |
| Vanguard Investments Total Stock Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $29.2M | 5.4% | |
| Vanguard Investments Total International Stock Index Fund Institutional Shares | Common Collective Trusts | — | — | $19.2M | 3.5% | |
| Vanguard Investments US Growth Fund Admiral Shares | Mutual Funds | — | — | $17.7M | 3.3% | |
| Vanguard Investments Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $17.6M | 3.2% | |
| Vanguard Investments Mid-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $17.0M | 3.1% | |
| Vanguard Investments Equity Income Fund Admiral Shares | Mutual Funds | — | — | $14.6M | 2.7% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $13.0M | 2.4% | |
| Vanguard Investments PRIMECAP Fund Admiral Shares | Mutual Funds | — | — | $13.0M | 2.4% | |
| Vanguard Investments Small-Cap Index Fund Institutional Shares | Common Collective Trusts | — | — | $12.9M | 2.4% | |
| VFTC TARGET RETIREMENT 2030 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $12.3M | 2.3% | |
| Registered Investment Companies * Vanguard Investments Capital Opportunity Fund Admiral Shares | Mutual Funds | — | — | $10.3M | 1.9% | |
| VFTC TARGET RETIREMENT 2025 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $6.3M | 1.2% | |
| VFTC TARGET RETIREMENT 2065 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.8M | 1.1% | |
| Vanguard Investments International Value Fund | Mutual Funds | — | — | $4.8M | 0.9% | |
| VFTC TARGET RETIREMENT 2020 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $4.4M | 0.8% | |
| Vanguard Investments Real Estate Index Fund Admiral Shares | Common Collective Trusts | — | — | $4.1M | 0.8% | |
| participants maturing through 2038 | Other securities | — | — | $3.3M | 0.6% | |
| Vanguard Investments International Growth Fund Admiral Shares | Mutual Funds | — | — | $3.2M | 0.6% | |
| Vanguard Investments Inflation-Protected Securities Fund Admiral Shares | Mutual Funds | — | — | $2.4M | 0.4% | |
| Vanguard Investments Cash Reserves Federal Money Market Fund Admiral Shares | Mutual Funds | — | — | $1.0M | 0.2% | |
| Dodge & Cox Income Fund Class I | Mutual Funds | — | — | $945K | 0.2% | |
| VFTC TARGET RET INCOME TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $744K | 0.1% | |
| T. Rowe Price Small-Cap Value Fund Class I | Other securities | — | — | $364K | <0.1% | |
| VFTC TARGET RETIREMENT 2070 TRST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $97K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $32K |
| — |
| DLA PIPER LLP | 52-0616490 | — | NONE | $25K | — |
| CROWE | 35-0921680 | — | NONE | $16K | — |
