Hector Bolanos signed Diamond Foods, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diamond Foods, LLC's EIN is 81-4577932.
Download the official 2024 Form 5500 (PDF) for Diamond Foods, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Diamond Foods, LLC's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $25K | — |
| ONEDIGITAL INVESTMENT ADVISORS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| FID GROWTH CO K6 | Mutual Funds | — | $3.1M | $4.5M | 15.8% | |
| FID 500 INDEX | Common Collective Trusts | — | $1.6M | $2.9M | 10.3% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | $2.0M | $2.0M | 7.0% | |
| VANG EQUITY INC ADM | Common Stocks | — | $1.8M | $1.8M | 6.3% | |
| FID CONTRAFUND | Mutual Funds | — | $1.1M | $1.7M | 6.1% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | $1.5M | $1.7M | 5.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $1.6M | $1.6M | 5.7% | |
| FID BALANCED | Mutual Funds | — | $1.2M | $1.5M | 5.2% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | $1.3M | $1.4M | 5.1% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | $1.0M | $1.2M | 4.1% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | $903K | $978K | 3.4% | |
| FID TOTAL BOND | Mutual Funds | — | $1.0M | $928K | 3.3% | |
| VANG MDCPVAL IDX ADM | Common Collective Trusts | — | $680K | $925K | 3.3% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | $703K | $816K | 2.9% | |
| VANG INTL GROWTH ADM | Other securities | — | $864K | $728K | 2.6% | |
| FID SM CAP IDX | Common Collective Trusts | — | $566K | $625K | 2.2% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | $492K | $568K | 2.0% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | $424K | $443K | 1.6% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | $397K | $422K | 1.5% | |
| FID MID CAP IDX | Common Collective Trusts | — | $347K | $393K | 1.4% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | $247K | $294K | 1.0% | |
| DFA US TARGET VAL I | Mutual Funds | — | $181K | $208K | 0.7% | |
| PIF DIVRSD INC IS | Common Stocks | — | $192K | $171K | 0.6% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $163K | 0.6% | |
| FID INTL INDEX | Mutual Funds | — | $118K | $127K | 0.4% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | $76K | $78K | 0.3% | |
| J H SM CP GR ALPH II GREAT GRAY TRUST COMPANY, LLC · EIN 38-7264547 / PN 710 | Common Collective Trust | — | $59K | $70K | 0.2% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | $64K | $65K | 0.2% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | $44K | $50K | 0.2% | |
| PIF DVRSD REAL AST 3 PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 46-0743367 / PN 001 | Common Collective Trust | — | $21K | $22K | <0.1% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | $17K | $18K | <0.1% | |
| FID GOVT MMKT K6 | Mutual Funds | — | $394 | $394 | <0.1% | |
| FID FRDM BLND 2005 Q FIAM TRUST COMPANY · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-1451524 |
| — |
| ADVISOR |
| $5K |
| — |