Christopher Duffy signed DEER Management Systems LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DEER Management Systems LLC's EIN is 84-4799525.
Download the official 2024 Form 5500 (PDF) for DEER Management Systems LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DEER Management Systems LLC'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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $4K | — |
| JOHN HANCOCK LIFE INS. CO. (U.S.A.) | 01-0233346 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO., L.P. |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $3.6M | 96.5% | |
| American Funds 2055 Target Date Pooled Separate Account | Pooled Separate Accounts | — | — | $707K | 19.1% | |
| American Funds 2050 Target Date Pooled Separate Account | Pooled Separate Accounts | — | — | $682K | 18.4% | |
| American Funds 2060 Target Date Pooled Separate Account | Pooled Separate Accounts | — | — | $625K | 16.9% | |
| American Funds 2045 Target Date Pooled Separate Account | Pooled Separate Accounts | — | — | $381K | 10.3% | |
| American Funds 2065 Target Date Pooled Separate Account | Pooled Separate Accounts | — | — | $350K | 9.5% | |
| American Funds 2040 Target Date Pooled Separate Account | Pooled Separate Accounts | — | — | $193K | 5.2% | |
| American Funds 2035 Target Date Pooled Separate Account | Pooled Separate Accounts | — | — | $126K | 3.4% | |
| Fidelity Blue Chip Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $102K | 2.8% | |
| American Funds 2030 Target Date Pooled Separate Account | Pooled Separate Accounts | — | — | $89K | 2.4% | |
| Interest rates of * Participant loans 9.00% to 9.50% $0 | Bonds / Notes | — | — | $69K | 1.9% | |
| Vanguard Total Stock Market Index Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $66K | 1.8% | |
| AUL Stable Value Account Stable Value Fund | Stable Value | — | — | $62K | 1.7% | |
| DFA International Value I Pooled Separate Account ** 60 DFA US Targeted Value I Pooled Separate Account | Pooled Separate Accounts | — | — | $62K | 1.7% | |
| American Funds 2025 Target Date Pooled Separate Account | Pooled Separate Accounts | — | — | $50K | 1.4% | |
| Vanguard Total Int Stk Index Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $45K | 1.2% | |
| Vanguard Windsor II Admiral Pooled Separate Account | Pooled Separate Accounts | — | — | $39K | 1.0% | |
| Vanguard Explorer Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $13K | 0.4% | |
| FEDERATED FED HERM INSTL HI YLD R6 MUTUAL FUND SHARES 0 | Pooled Separate Accounts | — | — | $10K | 0.3% | |
| American Funds EuroPacific Pooled Separate Account | Pooled Separate Accounts | — | — | $9K | 0.2% | |
| AMERICAN FUNDS AMERFDS EUROPAC GRTH R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $9K | 0.2% | |
| VANGUARD TOTAL BND MKT IDX ADM MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $6K | 0.2% | |
| American Funds New World Pooled Separate Account | Pooled Separate Accounts | — | — | $4K | 0.1% | |
| JANUS HENDERSON JAN HEN ENTERPRISE N MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Mid Cap Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Fidelity Advantage Total Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| Vanguard Selected Value Inv Pooled Separate Account ** 631 Vanguard Small Cap Index Adm Pooled Separate Account | Pooled Separate Accounts | — | — | $2K | <0.1% | |
| American Funds Cap World Bond Pooled Separate Account | Pooled Separate Accounts | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 43-0345811 |
| — |
| NONE |
| $8K |
| — |
