Michael Huskey signed Design Workshop, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Design Workshop, Inc.'s EIN is 84-0819969.
Download the official 2024 Form 5500 (PDF) for Design Workshop, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Design Workshop, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds Wash Mutual R6 Registered investment company | Mutual Funds | — | — | $4.3M | 14.7% | |
| American Funds Growth Fnd R6 Registered investment company | Mutual Funds | — | — | $3.6M | 12.2% | |
| Vanguard 500 Index Admiral Registered investment company | Common Collective Trusts | — | — | $3.5M | 11.9% | |
| American Funds Small Cap World R6 Registered investment company | Mutual Funds | — | — | $2.0M | 6.9% | |
| T. Rowe Price Retirement I 2035 I Class Registered investment company | Common Stocks | — | — | $1.9M | 6.6% | |
| American Funds EuroPacific Growth Registered investment company | Mutual Funds | — | — | $1.9M | 6.4% | |
| American Funds New Economy R6 Registered investment company | Mutual Funds | — | — | $1.8M | 6.3% | |
| T. Rowe Price Retirement I 2055 I Class Registered investment company | Common Stocks | — | — | $1.7M | 5.7% | |
| T. Rowe Price Retirement I 2050 I Class Registered investment company | Common Stocks | — | — | $1.6M | 5.6% | |
| Int. Bond Fund of America R6 Registered investment company | Common Stocks | — | — | $1.1M | 3.8% | |
| T. Rowe Price Retirement I 2040 I Class Registered investment company | Common Stocks | — | — | $995K | 3.4% | |
| T. Rowe Price Retirement I 2045 I Class Registered investment company | Common Stocks | — | — | $885K | 3.0% | |
| Calvert Equity Fund R6 Registered investment company | Common Stocks | — | — | $872K | 3.0% | |
| American Funds Income Fnd R6 Registered investment company | Mutual Funds | — | — | $782K | 2.7% | |
| T. Rowe Price Retirement I 2060 I Class Registered investment company | Common Stocks | — | — | $463K | 1.6% | |
| T. Rowe Price Retirement I 2025 I Class Registered investment company | Common Stocks | — | — | $310K | 1.1% | |
| T. Rowe Price Retirement I 2030 I Class Registered investment company | Common Stocks | — | — | $262K | 0.9% | |
| American Funds US Government MMkt R6 Money market | Mutual Funds | — | — | $235K | 0.8% | |
| T. Rowe Price Retirement I 2065 I Class Registered investment company | Common Stocks | — | — | $207K | 0.7% | |
| T. Rowe Price Retirement I 2020 I Class Registered investment company | Common Stocks | — | — | $198K | 0.7% | |
| Vanguard Total Intl Stock Index Admiral Registered investment company | Mutual Funds | — | — | $197K | 0.7% | |
| Vanguard Small Cap Index Adm Registered investment company | Mutual Funds | — | — | $158K | 0.5% | |
| maturing through 2029 | Other securities | — | — | $117K | 0.4% | |
| Vanguard Total Bond Market Index Adm Registered investment company | Mutual Funds | — | — | $116K | 0.4% | |
| T. Rowe Price Retirement I 2015 Registered investment company | Common Stocks | — | — | $18K | <0.1% | |
| T. Rowe Price Retirement I 2010 Registered investment company | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
