Duane Bushnell signed Delta Diversified Enterprises, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delta Diversified Enterprises, Inc.'s EIN is 86-0254317.
Download the official 2023 Form 5500 (PDF) for Delta Diversified Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Delta Diversified Enterprises, Inc.'s plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CONTANGO CAPITAL ADVISORS | 86-0404608 | — | PARTY IN INTEREST | $42K | — |
| ENVISION CAPITAL MANAGEMENT | 86-0433875 | — | PARTY IN INTEREST | $37K | — |
| WELLS FARGO ADVISORS | 13-2638166 | — | PARTY IN INTEREST | $9K | — |
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 |
|---|
| JP MORGAN | — | CHICAGO, IL | PARTY IN INTEREST | $39K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| payable monthly - | Other securities | — | — | $959K | 4.3% | |
| Nuveen Core Equity A | Mutual Funds | — | $568K | $826K | 3.7% | |
| SPDR Intermediate Term Treasury ETF | Other securities | — | $807K | $816K | 3.7% | |
| Barings Corporate Invest | Other securities | — | $589K | $786K | 3.6% | |
| Ishares MBS ETF | Other securities | — | $616K | $573K | 2.6% | |
| SPDR Portfolio S&P 500 Value ETF | Common Collective Trusts | — | $417K | $551K | 2.5% | |
| SPDR Portfolio S&P 500 Growth ETF | Common Collective Trusts | — | $360K | $490K | 2.2% | |
| Baron Asset Retail | Other securities | — | $273K | $475K | 2.2% | |
| Dodge & Cox Stock | Mutual Funds | — | $338K | $474K | 2.2% | |
| AMG Yacktmani | Other securities | — | $361K | $462K | 2.1% | |
| Cohen & Steers Realty Shares L | Other securities | — | $391K | $443K | 2.0% | |
| JBG Smith Properties 262 JPMorgan Chase & Co | Common Stocks | — | $256K | $441K | 2.0% | |
| Registered Investment Companies (cont.) Fidelity Equity Dividend Income | Mutual Funds | — | $320K | $414K | 1.9% | |
| Ishares Core MSCI EAFE ETF | Other securities | — | $365K | $398K | 1.8% | |
| Linde PLC | Common Stocks | — | $202K | $359K | 1.6% | |
| Janus Henderson Global Research T | Mutual Funds | — | $247K | $349K | 1.6% | |
| FPA Cresent Fund Inst | Other securities | — | $257K | $348K | 1.6% | |
| Berkshire Hathaway Inc | Common Stocks | — | $151K | $332K | 1.5% | |
| Alphabet Inc | Common Stocks | — | $173K | $328K | 1.5% | |
| Eli Lilly & Co | Common Stocks | — | $109K | $318K | 1.4% | |
| SPDR Portfolio Intermediate Term Corp Bond | Common Stocks | — | $301K | $306K | 1.4% | |
| NB/AZ Wealth Advisors (LPL) Money Market Funds 988 Schwab Money Market Fund Money Market Funds | Mutual Funds | — | $282K | $282K | 1.3% | |
| Vanguard Russell 1000 Growth Index FD ETF SHS | Common Collective Trusts | — | $185K | $281K | 1.3% | |
| Merck & Co Inc | Common Stocks | — | $171K | $280K | 1.3% | |
| Allspring Common Stock A | Common Stocks | — | $291K | $276K | 1.3% | |
| Janus Henderson Glb Tech and Innovtt | Mutual Funds | — | $139K | $267K | 1.2% | |
| Costco Wholesale Corp | Common Stocks | — | $208K | $252K | 1.1% | |
| Vanguard Total Stock Market ETF | Mutual Funds | — | $162K | $239K | 1.1% | |
| Caterpillar Inc | Common Stocks | — | $136K | $238K | 1.1% | |
| Salesforce Inc | Common Stocks | — | $210K | $228K | 1.0% | |
| Vanguard Information Technology | Mutual Funds | — | $149K | $226K | 1.0% | |
| Ishares Core S&P Small CAP ETF | Other securities | — | $196K | $224K | 1.0% | |
| Cash and Cash Equivalents * JPM Deposit Acct Money Market Funds | Cash / Money Market | — | $224K | $224K | 1.0% | |
| Paccar Inc | Common Stocks | — | $132K | $223K | 1.0% | |
| Chubb LTD | Common Stocks | — | $104K | $217K | 1.0% | |
| Stryker Corp | Common Stocks | — | $204K | $213K | 1.0% | |
| Amazon.Com Inc | Common Stocks | — | $173K | $207K | 0.9% | |
| AKRE Focus Fund Retail | Other securities | — | $129K | $206K | 0.9% | |
| Enphase Energy Inc | Common Stocks | — | $203K | $199K | 0.9% | |
| BNY Mellon Midcap Index Inv | Other securities | — | $212K | $196K | 0.9% | |
| AQR Long Short Equity CL | Other securities | — | $170K | $191K | 0.9% | |
| American Century Utility ES Inv | Other securities | — | $165K | $186K | 0.8% | |
| Neuberger Berman Long Short Instl CL | Other securities | — | $155K | $173K | 0.8% | |
| Sector Financial Select Sector SPDR ETF | Other securities | — | $121K | $164K | 0.7% | |
| Pinnacle West CAP Corp | Common Stocks | — | $139K | $157K | 0.7% | |
| Visa Inc | Common Stocks | — | $131K | $157K | 0.7% | |
| MFS Research CL | Mutual Funds | — | $121K | $154K | 0.7% | |
| Chevron Corporation | Common Stocks | — | $101K | $147K | 0.7% | |
| Baron Fifth Avenue Growth H Retail | Other securities | — | $88K | $142K | 0.6% | |
| Microsoft Corp | Common Stocks | — | $83K | $135K | 0.6% |
