Jacqueline Powers signed Douglass Colony Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Douglass Colony Group Inc.'s EIN is 84-0513471.
Download the official 2024 Form 5500 (PDF) for Douglass Colony Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Douglass Colony Group 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $2.6M | 20.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.6M | 20.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.3M | 9.7% | |
| PIMCO Real Return Instl Fund | Mutual Funds | — | $0 | $1.3M | 9.7% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | $0 | $994K | 7.5% | |
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | $0 | $981K | 7.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | $0 | $841K | 6.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | $0 | $765K | 5.8% | |
| MFS Mid Cap Value R6 Fund | Mutual Funds | — | $0 | $754K | 5.7% | |
| Principal Core Fix Inc R5 Fd | Common Stocks | — | $0 | $742K | 5.6% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | $0 | $655K | 5.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | $0 | $586K | 4.5% | |
| Prin LifeTime Hyb 2070 CIT Z | Common Collective Trusts | — | $0 | $500K | 3.8% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | $0 | $403K | 3.1% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $351K | 2.7% | |
| Prin MidCap S&P 400 Idx R5 Fd | Common Collective Trusts | — | $0 | $351K | 2.7% | |
| JP Morgan Large Cap Gr R6 Fd | Other securities | — | $0 | $313K | 2.4% | |
| Macquarie Small Cap Value R6 F | Other securities | — | $0 | $175K | 1.3% | |
| Prin Real Estate Secs R5 Fund | Other securities | — | $0 | $131K | 1.0% | |
| Prin SmCap S&P 600 Idx R5 Fund | Common Collective Trusts | — | $0 | $125K | 0.9% | |
| MFS Intl Diversification R6 Fd | Mutual Funds | — | $0 | $121K | 0.9% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $116K | 0.9% | |
| Prin LgCap S&P 500 Idx R5 Fund | Common Collective Trusts | — | $0 | $108K | 0.8% | |
| Participant Loans | Participant loans | — | — | $98K | 0.7% | |
| Am Fds EuroPacific Grth R6 Fd | Other securities | — | $0 | $87K | 0.7% | |
| First Eagle Global I Fund | Other securities | — | $0 | $78K | 0.6% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $64K | 0.5% | |
| Hartford Equity Income R6 Fund | Other securities | — | $0 | $64K | 0.5% | |
| Prin LifeTime Hybr 2035 CIT Z | Common Collective Trusts | — | $0 | $53K | 0.4% | |
| Goldman Sachs Em Mkt Eq Is R6 | Other securities | — | $0 | $52K | 0.4% | |
| Prin LifeTime Hybr 2025 CIT Z | Common Collective Trusts | — | $0 | $40K | 0.3% | |
| Prin LifeTime Hybr 2030 CIT Z | Common Collective Trusts | — | $0 | $31K | 0.2% | |
| Etn Vnc Atl Cp SMID-Cap R6 Fd | Other securities | — | $0 | $28K | 0.2% | |
| BlackRock Global Alloc Inst Fd | Other securities | — | $0 | $20K | 0.1% | |
| Fidelity Adv Total Bond Z Fd | Mutual Funds | — | $0 | $19K | 0.1% | |
| PUTNAM SM CAP GROWTH R6 FUND | Mutual Funds | — | $0 | $13K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | — | OTHER SERVICES | $0 | — |
