LUCY VOLZ signed DAI ESOP, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DAI ESOP, Inc.'s EIN is 81-0781201.
Download the official 2024 Form 5500 (PDF) for DAI ESOP, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DAI ESOP, Inc.'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $118K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING, LLC | 84-4519624 | — | INV ADV, PARTICIPANTS | $0 | — |
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 Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $23.6M | 10.8% | |
| T. ROWE PRICE RTM 2045 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $17.5M | 8.0% | |
| T. ROWE PRICE RTM 2035 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $17.1M | 7.8% | |
| T. ROWE PRICE RTM 2025 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $12.8M | 5.9% | |
| Fidelity Investments Fid LC Gr Index Fund | Common Collective Trusts | — | — | $12.5M | 5.7% | |
| T. ROWE PRICE RTM 2040 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $9.3M | 4.3% | |
| Fidelity Investments Fidelity Contrafund K6 Fund | Mutual Funds | — | — | $9.3M | 4.3% | |
| * Principal Life Insurance Company Principal Guaranteed Option | Guaranteed Income / GIC | — | — | $9.1M | 4.2% | |
| T. ROWE PRICE RTM 2030 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.8M | 4.0% | |
| T. ROWE PRICE RTM 2015 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $7.9M | 3.6% | |
| The American Funds American Fds WshMut Inv R6 Fd | Mutual Funds | — | — | $6.6M | 3.0% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | Common Collective Trusts | — | — | $6.3M | 2.9% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | Common Collective Trusts | — | — | $6.2M | 2.8% | |
| Fidelity Investments Fid LC Val Index Fund | Common Collective Trusts | — | — | $6.1M | 2.8% | |
| T. ROWE PRICE RTM 2055 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $5.8M | 2.7% | |
| T. ROWE PRICE RTM 2050 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $5.5M | 2.5% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $4.9M | 2.2% | |
| PIMCO Funds PIMCO Income Institutional Fd | Mutual Funds | — | — | $4.7M | 2.2% | |
| Fidelity Investments Fidelity International Idx Fd | Common Collective Trusts | — | — | $4.0M | 1.8% | |
| PRIN LGCP S&P 500 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.8M | 1.8% | |
| The American Funds AMERICAN FUNDS NEWWORLD R6 | Mutual Funds | — | — | $3.6M | 1.6% | |
| T. ROWE PRICE RTM 2020 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $3.2M | 1.5% | |
| PGIM TOTAL RTRN BND CIT CL LP GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | — | $3.2M | 1.5% | |
| T. Rowe Price Funds T. Rowe Price Md-Cp Gr I Fd | Other securities | — | — | $3.0M | 1.4% | |
| John Hancock John Hancock Disc Val MC R6 Fd | Other securities | — | — | $2.9M | 1.3% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | Mutual Funds | — | — | $2.8M | 1.3% | |
| The American Funds Am FdCap Wld Gth and In R6 Fnd | Mutual Funds | — | — | $2.6M | 1.2% | |
| Legg Mason ClearBridge Intl Grth IS Fd | Other securities | — | — | $2.2M | 1.0% | |
| Janus International Holding, LLC JanusHenderson Triton N | Mutual Funds | — | — | $2.2M | 1.0% | |
| AM CENT US SM CP VAL EQ TRUST SEI TRUST COMPANY · EIN 45-4505064 / PN 013 | Common Collective Trust | — | — | $1.8M | 0.8% | |
| T. ROWE PRICE RTM 2060 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.8% | |
| STATE ST WD DV EX US IDX II FD STATE STREET BANK AND TRUST COMPANY · EIN 04-0025081 / PN 034 | Common Collective Trust | — | — | $1.3M | 0.6% | |
| dates through October 2039 | Other securities | — | — | $1.0M | 0.5% | |
| STATE STREET US BD ID SL XIV STATE STREET BANK AND TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $750K | 0.3% | |
| PRIN MIDCAP S&P 400 IDX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $738K | 0.3% | |
| STATE STREET EM IDX SL II FD STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 035 | Common Collective Trust | — | — | $688K | 0.3% | |
| PRIN SMCAP S&P 600 INDEX SA-NE PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $658K | 0.3% | |
| T. ROWE PRICE RTM BAL TR CL E T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $588K | 0.3% | |
| STABLE VALUE FIXED INCOME CIT ALTA TRUST COMPANY · EIN 88-2465398 / PN 001 | Common Collective Trust | — | — | $512K | 0.2% | |
| T. ROWE PRICE RTM 2065 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $467K | 0.2% | |
| T. ROWE PRICE RTM 2005 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $347K | 0.2% | |
| T. ROWE PRICE RTM 2010 TR CL E T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $81K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
