Shirley Horner signed Delfi Diagnostics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delfi Diagnostics, Inc.'s EIN is 83-1219756.
Download the official 2024 Form 5500 (PDF) for Delfi Diagnostics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delfi Diagnostics, 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 | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC PLAN SERVICES | 81-4734347 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.8M | 20.1% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 15.2% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 14.6% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $923K | 10.4% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $639K | 7.2% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $608K | 6.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $380K | 4.3% | |
| T ROWE PRICE BLUE CHIP GR I | Registered Investment Companies | — | — | $369K | 4.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $288K | 3.3% | |
| VANGUARD EXT MKT IDX - ADMIRAL | Registered Investment Companies | — | — | $227K | 2.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $135K | 1.5% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $106K | 1.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $98K | 1.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $75K | 0.9% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $68K | 0.8% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $55K | 0.6% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $52K | 0.6% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $43K | 0.5% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $38K | 0.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $35K | 0.4% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $32K | 0.4% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $30K | 0.3% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $29K | 0.3% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $28K | 0.3% | |
| DFA INTERNATIONAL SM CO INST | Registered Investment Companies | — | — | $20K | 0.2% | |
| JPMORGAN MID CAP VALUE FUND R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| AMC REAL ESTATE FUND - R6 | Registered Investment Companies | — | — | $12K | 0.1% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $12K | 0.1% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $10K | 0.1% | |
| T ROWE PRICE SMALL CAP VALUE I | Registered Investment Companies | — | — | $7K | <0.1% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $6K | <0.1% | |
| WESTERN ASSET CORE PLUS BD IS | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
