Brian Branca signed Dot Holdings Co's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dot Holdings Co's EIN is 82-3213853.
Download the official 2024 Form 5500 (PDF) for Dot Holdings Co from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dot Holdings Co'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 | $385K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARSH USA LLC | 36-2668272 | — | INVESTMENT ADVISORY | $113K | — |
| SAGEVIEW ADVISORY GROUP |
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 | |||||
|---|---|---|---|---|---|---|
| VGD TRGT RTMT 2030 TRUST II VANGUARD GROUP · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $80.0M | 11.9% | |
| VGD TRGT RTMT 2035 TRUST II VANGUARD GROUP · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $79.0M | 11.7% | |
| VGD TRGT RTMT 2040 TRUST II VANGUARD GROUP · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $64.8M | 9.6% | |
| VGD TRGT RTMT 2050 TRUST II VANGUARD GROUP · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $58.8M | 8.7% | |
| VGD TRGT RTMT 2045 TRUST II VANGUARD GROUP · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $55.9M | 8.3% | |
| VGD TRGT RTMT 2025 TRUST II VANGUARD GROUP · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $47.7M | 7.1% | |
| VGD TRGT RTMT 2055 TRUST II VANGUARD GROUP · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $38.9M | 5.8% | |
| Vanguard Sm Cp Val Idx Inst Fd | Common Collective Trusts | — | — | $38.5M | 5.7% | |
| Vanguard Ttl Bd Mkt Idx Adm Fd | Common Collective Trusts | — | — | $28.3M | 4.2% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $28.3M | 4.2% | |
| VGD TRGT RTMT 2020 TRUST II VANGUARD GROUP · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $21.2M | 3.1% | |
| VGD TRGT RTMT 2060 TRUST II VANGUARD GROUP · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $20.5M | 3.0% | |
| Vgd Trgt Rtmt Inc Trust II | Common Stocks | — | — | $17.5M | 2.6% | |
| Vgd Ttl Intl Stk Idx Adm Fd | Common Collective Trusts | — | — | $17.1M | 2.5% | |
| Vanguard Ext Mk Index Adm Fd | Mutual Funds | — | — | $15.9M | 2.4% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $15.9M | 2.4% | |
| Vanguard Explorer Admiral Fund | Mutual Funds | — | — | $12.8M | 1.9% | |
| VGD TRGT RTMT 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $10.5M | 1.6% | |
| Prin/BR S&P 500 Index CIT N | Common Collective Trusts | — | — | $6.9M | 1.0% | |
| Baird Core Plus Bond I Fund | Other securities | — | — | $6.4M | 0.9% | |
| Galliard Stable Return PN | Other securities | — | — | $5.9M | 0.9% | |
| Harbor Capital App Ret Fund | Other securities | — | — | $5.5M | 0.8% | |
| Vanguard Equity-Inc Adm Fund | Mutual Funds | — | — | $5.1M | 0.8% | |
| VGD TRGT RTMT INC TRUST II VANGUARD GROUP · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.1M | 0.8% | |
| VGD TRGT RTMT 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.5% | |
| EAGLE MD CP GRWTH FDS CARILLON EAGLE MID CAP GROWTH CIT · EIN 83-0524193 / PN 001 | Common Collective Trust | — | — | $3.3M | 0.5% | |
| Participant Loans | Participant loans | — | — | $2.4M | 0.4% | |
| JP Morgan Mid Cap Value R6 Fd | Other securities | — | — | $2.3M | 0.3% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | — | $1.7M | 0.2% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | — | $857K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 33-0818667 |
| — |
| INVESTMENT ADVISORY |
| $89K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GRAY HUNTER STENN LLP | 36-3077757 | — | ACCOUNTANT | $25K | — |
