Rebecca Pessin signed Denali Midco 2 LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Denali Midco 2 LLC's EIN is 87-3906696.
Download the official 2024 Form 5500 (PDF) for Denali Midco 2 LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Denali Midco 2 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $130K | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $671K | 24.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $353K | 13.1% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $352K | 13.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $252K | 9.4% | |
| ALLSPRING SPECIAL MC VAL R6 179 REGISTERED INVESTMENT COMPANY VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $229K | 8.5% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $164K | 6.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $125K | 4.6% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $60K | 2.2% | |
| FID 500 IND | Registered Investment Companies | — | — | $30K | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $19K | 0.7% | |
| AMERFUNDS AMER BALANCED - R6 925 REGISTERED INVESTMENT COMPANY COHEN & STEERS REAL EST SEC Z | Registered Investment Companies | — | — | $18K | 0.7% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $15K | 0.6% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $14K | 0.5% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $12K | 0.4% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $12K | 0.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $12K | 0.4% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $8K | 0.3% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $6K | 0.2% | |
| AB LARGE CAP GROWTH FUND Z | Registered Investment Companies | — | — | $4K | 0.1% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $3K | 0.1% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $3K | 0.1% | |
| PGIM TOTAL RETURN BOND R6 226 REGISTERED INVESTMENT COMPANY MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $3K | 0.1% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $3K | 0.1% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
