Jamie Luark signed Developmental Disabilities Resource Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Developmental Disabilities Resource Center's EIN is 84-6035455.
Download the official 2024 Form 5500 (PDF) for Developmental Disabilities Resource Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Developmental Disabilities Resource Center'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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS, LLC | — | GREENWOOD VILLAGE, CO | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $23.5M | 95.6% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX FINANCIAL SOLUTIONS, INC. | 20-1591048 | — | NONE | $0 | — |
