Hutch Smith signed Diverzify Intermediate LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Diverzify Intermediate LLC's EIN is 86-3415424.
Download the official 2022 Form 5500 (PDF) for Diverzify Intermediate LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Diverzify Intermediate LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INS. CO | 36-6071399 | — | RECORD KEEPER | $16K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $16K | — |
| TAG RESOURCES, LLC | 62-1874769 | — | RECORD KEEPER | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $3.2M | 13.9% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $3.0M | 13.1% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $2.7M | 11.8% | |
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $2.6M | 11.3% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $2.4M | 10.3% | |
| Vanguard Target Retirement 2070 Inv ** 786 Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $1.3M | 5.6% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $1.2M | 5.2% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $807K | 3.5% | |
| Guaranteed Interest Fund (held by TransAmerica Financial Life Insurance Company) * TransAmerica Stable Value Advantage Fund | Stable Value | — | — | $705K | 3.1% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $666K | 2.9% | |
| Vanguard Total Bond Market Indes Adm | Mutual Funds | — | — | $600K | 2.6% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $561K | 2.4% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $539K | 2.3% | |
| BlackRock Mid-Cap Growth Instl | Other securities | — | — | $477K | 2.1% | |
| Putnam Large Cap Value R6 | Mutual Funds | — | — | $374K | 1.6% | |
| MFS Mid-Cap Value R6 | Mutual Funds | — | — | $273K | 1.2% | |
| Vanguard Extended Market Indx Adm | Mutual Funds | — | — | $271K | 1.2% | |
| s (held by Reliance Trust Company) AllianceBernstein Large Cap Growth Z | Mutual Funds | — | — | $207K | 0.9% | |
| Cohen & Steers Real Estate Securities Z | Other securities | — | — | $197K | 0.9% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $168K | 0.7% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $153K | 0.7% | |
| Undiscovered Mgrs BehavioralValue R6 | Other securities | — | — | $129K | 0.6% | |
| Participant loans Interest ranging from 3.25% to 7.25% - | Bonds / Notes | — | — | $97K | 0.4% | |
| Virtus KAR Small-Cap Growth Fund I | Other securities | — | — | $93K | 0.4% | |
| PIMCO Income Instl | Mutual Funds | — | — | $66K | 0.3% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $24K | 0.1% | |
| Pioneer Bond K | Other securities | — | — | $15K | <0.1% | |
| BLACKROCK EQUITY DIVIDEND RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 935 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA GLOBAL REAL ESTATE SECURITIES R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 156 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. TARGETED VALUE PORTFOLIO R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 527 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY 500 INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 135 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY MID CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 138 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY SMALL CAP INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 139 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY TOTAL INTERNATIONAL INDEX TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 160 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY U.S. BOND INDEX RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 161 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON TRITON RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 830 | Pooled Separate Account | — | — | $0 | <0.1% | |
| METROPOLITAN WEST TOTAL RETURN BOND TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 018 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MFS INTERNATIONAL DIVERSIFICATION R TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 123 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIMCO INCOME RET ACCT TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 040 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT 2020 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 076 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT 2025 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 077 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT 2030 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 078 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT 2035 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 079 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT 2040 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 080 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT 2045 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 081 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT 2050 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 082 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT 2055 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 083 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT 2060 TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 084 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET TARGET RETIREMENT INCO TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 074 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE BLUE CHIP GROWTH RET TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY · EIN 36-6071399 / PN 187 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
