Jason LIN signed Demand Science Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Demand Science Group, LLC's EIN is 82-5063011.
Download the official 2024 Form 5500 (PDF) for Demand Science Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Demand Science Group, LLC'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $6K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC |
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 | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 309 | Common Collective Trust | — | — | $3.1M | 26.5% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $2.9M | 25.0% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.5M | 12.8% | |
| Fidelity 500 Index " | Common Collective Trusts | — | — | $1.3M | 11.6% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $584K | 5.0% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $553K | 4.8% | |
| Fidelity International Index " | Mutual Funds | — | — | $284K | 2.5% | |
| STATE STREET NASDAQ-100 INDEX NL CL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 181 | Common Collective Trust | — | — | $232K | 2.0% | |
| Pimco Total Return Institutional " | Mutual Funds | — | — | $179K | 1.5% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 300 | Common Collective Trust | — | — | $173K | 1.5% | |
| Invesco Discovery Mid Cap Growth " | Mutual Funds | — | — | $87K | 0.8% | |
| DFA U.S. Vector Equity " | Mutual Funds | — | — | $67K | 0.6% | |
| iShares Russell Small/Mid-Cap Index " | Other securities | — | — | $67K | 0.6% | |
| Blackrock Technology Opportunities " ** 878 DFA Real Estate Securities " | Mutual Funds | — | — | $55K | 0.5% | |
| T. Rowe Price Health Sciences " | Other securities | — | — | $52K | 0.4% | |
| JPMorgan U.S. Equity " | Other securities | — | — | $34K | 0.3% | |
| American Funds New Perspective " | Mutual Funds | — | — | $29K | 0.2% | |
| BLACKROCK RUSSELL 2000 VAL IDX FEE GREAT GRAY · EIN 20-3802296 / PN 005 | Common Collective Trust | — | — | $25K | 0.2% | |
| Blackrock High Yield Bond Portfolio " | Other securities | — | — | $25K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 FUND GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $14K | 0.1% | |
| American Century Focused Institutional Growth Mutual fund | Other securities | — | — | $12K | 0.1% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 303 | Common Collective Trust | — | — | $4K | <0.1% | |
| INDEXSELECT MODERATE 2025 FUND CL I GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $0 | <0.1% | |
| INDEXSELECT AGGRESSIVE 2025 FUND CL GREAT GRAY · EIN 81-4386547 / PN 301 | 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.
| — |
| JERSEY CITY, NJ |
| INVESTMENT ADVISOR |
| $31K |
| — |
