Shawna BERG signed DBM Global Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DBM Global Inc.'s EIN is 86-1033353.
Download the official 2024 Form 5500 (PDF) for DBM Global Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DBM Global Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $349K | — |
| 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 | |||||
|---|---|---|---|---|---|---|
| 19 Vanguard Institutional Target Retirement 2030 Fund | Mutual Funds | — | — | $14.5M | 10.5% | |
| 21 Vanguard Institutional Target Retirement 2040 Fund | Mutual Funds | — | — | $14.1M | 10.2% | |
| 18 Vanguard Institutional Target Retirement 2025 Fund | Mutual Funds | — | — | $11.4M | 8.3% | |
| 20 Vanguard Institutional Target Retirement 2035 Fund | Mutual Funds | — | — | $10.4M | 7.5% | |
| 22 Vanguard Institutional Target Retirement 2045 Fund | Mutual Funds | — | — | $9.8M | 7.1% | |
| 17 Vanguard Institutional Target Retirement 2020 Fund | Mutual Funds | — | — | $9.1M | 6.6% | |
| 23 Vanguard Institutional Target Retirement 2050 Fund | Mutual Funds | — | — | $8.3M | 6.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $7.8M | 5.7% | |
| 5 Fidelity 500 Index Fund | Common Collective Trusts | — | — | $7.3M | 5.3% | |
| 24 Vanguard Institutional Target Retirement 2055 Fund | Mutual Funds | — | — | $5.4M | 3.9% | |
| 13 MainStay Winslow Large Cap Growth Fund | Other securities | — | — | $4.4M | 3.2% | |
| Self Directed Brokerage Account 2 N/A Self Directed Brokerage Account | Self-Directed Brokerage | — | — | $3.4M | 2.5% | |
| 12 JP Morgan JPMorgan US Equity Fund | Other securities | — | — | $3.3M | 2.4% | |
| Participant Loans Interest Rates Ranging from 4.25% to 9.50% | Bonds / Notes | — | — | $3.1M | 2.3% | |
| 25 Vanguard Institutional Target Retirement 2060 Fund | Mutual Funds | — | — | $3.1M | 2.2% | |
| 10 John Hancock John Hancock Disciplined Value Mid Cap Fund | Other securities | — | — | $2.7M | 1.9% | |
| 28 Vanguard Institutional Target Retirement Income Fund | Mutual Funds | — | — | $2.6M | 1.9% | |
| 15 MFS Value Fund | Mutual Funds | — | — | $2.5M | 1.8% | |
| 14 MFS Global Growth Fund | Mutual Funds | — | — | $2.3M | 1.7% | |
| 11 JP Morgan JPMorgan Mid Cap Growth Fund | Other securities | — | — | $2.1M | 1.5% | |
| 4 Dodge and Cox Dodge & Cox Income X Fund | Mutual Funds | — | — | $2.0M | 1.5% | |
| 16 T Rowe Price T Rowe Price Small-Cap Stock Fund Inc | Mutual Funds | — | — | $1.6M | 1.2% | |
| 7 Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 1.1% | |
| 6 Fidelity Global ex US Index Fund | Common Collective Trusts | — | — | $1.2M | 0.9% | |
| s 3 The American Funds Am Fds EuroPacific Growth | Mutual Funds | — | — | $1.2M | 0.9% | |
| 8 Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 0.8% | |
| 9 Fidelity US Bond Index | Mutual Funds | — | — | $1.1M | 0.8% | |
| 26 Vanguard Institutional Target Retirement 2065 Fund | Mutual Funds | — | — | $441K | 0.3% | |
| 27 Vanguard Institutional Target Retirement 2070 Fund | Mutual Funds | — | — | $154K | 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 |
|---|---|---|---|---|---|
| MANSPERGER PATTERSON & M | 86-0751928 | — | ACCOUNTANT | $8K | — |
