Heidi Bierig signed DJ&a, P.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DJ&a, P.C.'s EIN is 81-0524186.
Download the official 2024 Form 5500 (PDF) for DJ&a, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DJ&a, P.C.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACEC RETIREMENT TRUST |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $7.6M | 50.9% | |
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $3.6M | 24.5% | |
| FIDELITY FREEDOM BLEND 2065 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.4M | 9.5% | |
| FIDELITY FREEDOM BLEND 2035 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $1.4M | 9.2% | |
| FIDELITY FREEDOM BLEND 2055 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $1.4M | 9.2% | |
| [Assets held in pooled separate account] | Other | — | — | $1.3M | 9.0% | |
| FIDELITY FREEDOM BLEND 2045 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $1.1M | 7.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $770K | 5.2% | |
| FIDELITY FREEDOM BLEND 2060 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $733K | 4.9% | |
| FIDELITY FREEDOM BLEND 2040 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $429K | 2.9% | |
| FIDELITY FREEDOM BLEND 2050 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $400K | 2.7% | |
| FIDELITY FREEDOM BLEND 2030 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $312K | 2.1% | |
| FIDELITY FREEDOM BLEND 2015 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $291K | 2.0% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $286K | 1.9% | |
| [Assets held in participant loans] | Other | — | — | $214K | 1.4% | |
| FUTUREFUNDS SERIES ACCOUNT II OF GR EMPOWER ANNUITY INSRUANCE COMPANY · EIN 84-0467907 / PN 003 | Pooled Separate Account | — | — | $190K | 1.3% | |
| FIDELITY FREEDOM BLEND 2025 COMMING FIDELITY INVESTMENTS · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $151K | 1.0% | |
| MID CAP VAL/ROBECO BOSTON PARTNERS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $85K | 0.6% | |
| VICTORY SMALL CAP VALUE COLLECTIVE THE VICTORY PORTFOLIOS · EIN 90-6240599 / PN 008 | Common Collective Trust | — | — | $37K | 0.3% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $11K | <0.1% | |
| MID CAP VAL/ROBECO BOSTON PARTNERS EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 440 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | — | $0 | <0.1% | |
| LARGE CAP GROWTH/JENNISON FUND EMPOWER ANNUITY INSRUANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | — | $0 | <0.1% |
| — |
| ROSWELL, GA |
| OTHER |
| $18K |
| — |
