TINA Yeager signed DFM Investment, Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DFM Investment, Co.'s EIN is 87-1456539.
Download the official 2024 Form 5500 (PDF) for DFM Investment, Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DFM Investment, Co.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK RETIREMENT PLAN SVCS | 01-0233346 | — | RETAINED BY PLAN SPONSOR | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST FINANCIAL ADVISORS | 26-0058143 | — | RETAINED BY PLAN SPONSOR | $41K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Wilmington Trust, N.A. | Other securities | — | — | $12.0M | 70.0% | |
| Wilmington Trust, N.A. | Other securities | — | — | $1.5M | 9.0% | |
| JP Morgan | Other securities | — | — | $994K | 5.8% | |
| WILMINGTON TRUST CIT MOD MGD PORT GREAT GRAY TRUST · EIN 46-3768480 / PN 182 | Common Collective Trust | — | — | $562K | 3.3% | |
| Reliance Trust Company | Common Stocks | — | — | $535K | 3.1% | |
| Plan Participant | Other securities | — | — | $382K | 2.2% | |
| Northern Trust Asset Management | Other securities | — | — | $297K | 1.7% | |
| Wilmington Trust, N.A. | Other securities | — | — | $282K | 1.6% | |
| MFS Investment Management | Mutual Funds | — | — | $233K | 1.4% | |
| Allspring Funds Trust | Other securities | — | — | $225K | 1.3% | |
| Wilmington Trust, N.A. | Other securities | — | — | $205K | 1.2% | |
| MFS Investment Management | Mutual Funds | — | — | $152K | 0.9% | |
| Principal Financial Group | Common Stocks | — | — | $98K | 0.6% | |
| MFS Investment Management | Mutual Funds | — | — | $66K | 0.4% | |
| WILMINGTON TRUST CIT AGG MGD PORT GREAT GRAY TRUST · EIN 46-3787800 / PN 184 | Common Collective Trust | — | — | $58K | 0.3% | |
| Northern Trust Asset Management | Other securities | — | — | $44K | 0.3% | |
| Northern Trust Asset Management | Other securities | — | — | $39K | 0.2% | |
| JP Morgan | Other securities | — | — | $22K | 0.1% | |
| Northern Trust Asset Management | Other securities | — | — | $21K | 0.1% | |
| MFS LARGECAP VALUE FUND MFS HERITAGE TRUST COMPANY · EIN 57-0087281 / PN 003 | Common Collective Trust | — | — | $19K | 0.1% | |
| WILMINGTON TRUST CIT CONS MGD PORT GREAT GRAY TRUST · EIN 46-3750663 / PN 181 | Common Collective Trust | — | — | $15K | <0.1% | |
| BlackRock | Other securities | — | — | $13K | <0.1% | |
| WILMINGTON TRUST CIT GROWTH MGD POR GREAT GRAY TRUST · EIN 46-3773972 / PN 183 | Common Collective Trust | — | — | $8K | <0.1% | |
| MFS MIDCAP VALUE FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 024 | Common Collective Trust | — | — | $7K | <0.1% | |
| MFS MIDCAP GROWTH FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 022 | Common Collective Trust | — | — | $4K | <0.1% | |
| NT COLLECTIVE S&P 500 INDEX FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 003 | Common Collective Trust | — | — | $1K | <0.1% | |
| RELIANCE TRUST CO NYL ANCHOR ACC I RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $831 | <0.1% | |
| Great Gray | Other securities | — | — | $550 | <0.1% | |
| NT ACWI IMI EX-US NON-LENDING NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $262 | <0.1% | |
| NT COLLECTIVE EXTENDED EQTY MARKET NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $220 | <0.1% | |
| NT COLLECTIVE AGGREGATE BOND INDEX NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $199 | <0.1% | |
| Wilmington Trust, N.A. | Other securities | — | — | $160 | <0.1% | |
| GREAT GRAY EUROPACIFIC GROWTH GREAT GRAY TRUST · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $45 | <0.1% | |
| WILMINGTON TRUST CIT INCOME MGD POR GREAT GRAY TRUST · EIN 46-3745190 / PN 180 | Common Collective Trust | — | — | $10 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
