John Clausen signed DC Engineering, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DC Engineering, Inc.'s EIN is 82-0507522.
Download the official 2024 Form 5500 (PDF) for DC Engineering, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DC Engineering, 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 | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CBIZ CPAS PC | 43-1947695 |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $3.3M | 24.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.4M | 10.4% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $1.4M | 10.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 8.7% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $1.1M | 7.9% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.0M | 7.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $632K | 4.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $604K | 4.5% | |
| PARNASSUS CORE EQUITY INST | Registered Investment Companies | — | — | $454K | 3.4% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $396K | 2.9% | |
| VIRTUS KAR MID CAP CORE R6 | Registered Investment Companies | — | — | $391K | 2.9% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $309K | 2.3% | |
| MFS INTERNATIONAL EQUITY R6 | Registered Investment Companies | — | — | $214K | 1.6% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $153K | 1.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $149K | 1.1% | |
| VANGUARD ENERGY INDEX FUND ADM | Registered Investment Companies | — | — | $144K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $107K | 0.8% | |
| DODGE & COX GLOBAL BOND X | Registered Investment Companies | — | — | $77K | 0.6% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $66K | 0.5% | |
| FIRST EAGLE GOLD R6 | Registered Investment Companies | — | — | $58K | 0.4% | |
| GS GQG PTNRS INTL OPP R6 | Registered Investment Companies | — | — | $56K | 0.4% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $43K | 0.3% | |
| INVESTMENTS GREAT WEST GUARANTEED PORT | OTHER | — | — | $38K | 0.3% | |
| COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $33K | 0.2% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $33K | 0.2% | |
| MANNING & NAPIER HI YIELD BD Z | Registered Investment Companies | — | — | $32K | 0.2% | |
| VAN ECK CM COMMODITY INDEX I | Registered Investment Companies | — | — | $22K | 0.2% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $18K | 0.1% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| DFA INTL SMALL CAP GR INST | Registered Investment Companies | — | — | $5K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ACCOUNTANT |
| $16K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALTON & ASSOCIATES, INC. | 59-2845944 | — | INVESTMENT/FINANCIAL ADVI | $16K | — |
