Michael Schwab signed D & H Corporate Group Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
D & H Corporate Group Inc.'s EIN is 88-2009462.
Download the official 2024 Form 5500 (PDF) for D & H Corporate Group Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)D & H Corporate Group Inc.'s plan includes a leveraged ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKROCK FUND ADVISORS | 51-0318674 | — | NONE | $0 | — |
| JP MORGAN ASSET MANAGEMENT | — | NEW YORK, NY | NONE | $0 | — |
| PRINCIPAL ASSET MANAGEMENT | — | DES MOINES, IA | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Company Stock * D & H Corporate Group, Inc. Shares of Common Stock | Common Stocks | — | $10.9M | $275.1M | 87.6% | |
| Federated Hermes Prime Cs Obl Ws Mutual Funds | Other securities | — | $3.6M | $3.6M | 1.2% | |
| GQG Partners Glb Quality Eq I Mutual Funds | Other securities | — | $3.8M | $3.4M | 1.1% | |
| Principal Spectrum Pref Sec ACTV ETF/CEF | Other securities | — | $1.1M | $1.1M | 0.4% | |
| Cohen & Steers Pref Sec & Inc Mutual Funds | Common Stocks | — | $905K | $962K | 0.3% | |
| GQG Partners Emrg Mkts Eq Ins Mutual Funds | Other securities | — | $731K | $840K | 0.3% | |
| JP Morgan Equity Premium Inco ETF/CEF | Other securities | — | $792K | $801K | 0.3% | |
| Exchange-Traded & Closed-End Funds Ishares Intl Select Div ETF ETF/CEF | Other securities | — | $630K | $706K | 0.2% | |
| Vanguard Growth ETF ETF/CEF | Mutual Funds | — | $499K | $701K | 0.2% | |
| Private Equity Cim Infrastructure Fund II Private Equity | Other securities | — | $500K | $681K | 0.2% | |
| Ishares Small Cap 600 G ETF ETF/CEF | Other securities | — | $623K | $641K | 0.2% | |
| Ishares S&P Small Cap 600 V ETF ETF/CEF | Other securities | — | $680K | $639K | 0.2% | |
| Blackstone BXPE (TE) Hedge Fund | Other securities | — | $500K | $581K | 0.2% | |
| Breit Cl S Hedge Fund | Other securities | — | $500K | $578K | 0.2% | |
| KKR Credit Opportunities U Mutual Funds | Other securities | — | $659K | $564K | 0.2% | |
| Ishares S&P Mid Cap 400 Index ETF/CEF | Other securities | — | $606K | $526K | 0.2% | |
| Interest-Bearing Bank Deposit Accounts * Morgan Stanley Private Bank NA Interest-Bearing Bank Deposit Accounts | Other securities | — | $509K | $509K | 0.2% | |
| Oaktree Strategic CF - S Hedge Fund | Other securities | — | $500K | $496K | 0.2% | |
| Blackstone BCRED Hedge Fund | Other securities | — | $500K | $489K | 0.2% | |
| Starwood Reit Cl S Hedge Fund | Common Stocks | — | $500K | $486K | 0.2% | |
| Hines GIT CL S Real Estate | Real Estate | — | $500K | $452K | 0.1% | |
| Oaktree SSF Cayman III Private Equity | Other securities | — | $1.0M | $442K | 0.1% | |
| Hedge Funds AIP Alt Lending Placement Hedge Fund | Other securities | — | $500K | $387K | 0.1% | |
| Pimco Income 12 Mutual Funds | Mutual Funds | — | $377K | $378K | 0.1% | |
| Microsoft Corp Common Stock | Common Stocks | — | $119K | $372K | 0.1% | |
| Ishares Select Dividend ETF ETF/CEF | Other securities | — | $327K | $358K | 0.1% | |
| Proshares TR S&P 500 DV Arist ETF/CEF | Common Collective Trusts | — | $286K | $308K | <0.1% | |
| & H Employee Stock Ownership Plan D & H Corporate Group, Inc. Employer Identification Number: 88-2009462 Plan Number: 002 April 30, 2025 Vanguard FTSE Developed Mkts E ETF/CEF | Mutual Funds | — | $165K | $221K | <0.1% | |
| Apple Inc Common Stock | Common Stocks | — | $169K | $200K | <0.1% | |
| Federated Hermes Govt Obl Ava Mutual Funds | Mutual Funds | — | $198K | $198K | <0.1% | |
| Amazon Com Inc Common Stock | Common Stocks | — | $46K | $183K | <0.1% | |
| & H Employee Stock Ownership Plan D & H Corporate Group, Inc. Employer Identification Number: 88-2009462 Plan Number: 002 April 30, 2025 Nvidia Corporation Common Stock | Common Stocks | — | $39K | $166K | <0.1% | |
| Philip Morris Intl Inc Common Stock | Common Stocks | — | $90K | $162K | <0.1% | |
| LPL Finl Hldgs Inc Com Common Stock | Common Stocks | — | $114K | $152K | <0.1% | |
| Eli Lilly & Co Common Stock | Common Stocks | — | $73K | $145K | <0.1% | |
| Visa Inc Cl A Common Stock | Common Stocks | — | $99K | $139K | <0.1% | |
| Lazard GLB Lstd Infr PTF Inst Mutual Funds | Other securities | — | $111K | $130K | <0.1% | |
| & H Employee Stock Ownership Plan D & H Corporate Group, Inc. Employer Identification Number: 88-2009462 Plan Number: 002 April 30, 2025 Verizon Communications Common Stock | Common Stocks | — | $115K | $127K | <0.1% | |
| Meta Platforms Inc Cl A Common Stock | Common Stocks | — | $73K | $123K | <0.1% | |
| Broadcom Inc Common Stock | Common Stocks | — | $60K | $122K | <0.1% | |
| Netflix Inc Common Stock | Common Stocks | — | $70K | $110K | <0.1% | |
| Berkley W R Corp Common Stock | Common Stocks | — | $43K | $108K | <0.1% | |
| Oaktree Strat Inc Feeder Private Equity | Common Stocks | — | $1.0M | $105K | <0.1% | |
| Fair Isaac & Co Inc Common Stock | Common Stocks | — | $55K | $101K | <0.1% | |
| Coca Cola Co Common Stock | Common Stocks | — | $65K | $95K | <0.1% | |
| Watsco Inc Common Stock | Common Stocks | — | $56K | $91K | <0.1% | |
| Exxon Mobil Corp Common Stock | Common Stocks | — | $61K | $91K | <0.1% | |
| Texas Instruments Common Stock | Common Stocks | — | $49K | $90K | <0.1% | |
| Rollins Inc Common Stock | Common Stocks | — | $52K | $89K | <0.1% | |
| Bentley Sys Inc Com Cl B Common Stock | Common Stocks | — | $87K | $88K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
| — |
| FEDERATED INVESTMENT MANAGEMENT COM | 25-1111467 | — | NONE | $0 | — |
| COHEN & STEERS CAPITAL MANAGEMENT, | 14-1904657 | — | NONE | $0 | — |
| KKR CREDIT ADVISORS LLC | — | SAN FRANCISCO, CA | NONE | $0 | — |
| LAZARD ASSET MANAGEMENT LLC | 20-4571006 | — | NONE | $0 | — |
| PACIFIC INVESTMENT MANAGEMENT COMPA | 95-2632339 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGANSTANLEY SMITHBARNEY | 26-4310632 | — | NONE | $181K | — |
| CONRAD SIEGEL INC | 23-1669823 | — | NONE | $18K | — |
| PROSHARES TRUST | — | BETHESDA, MD | NONE | $0 | — |
| GQG PARTNERS LLC | — | KANSAS CITY, MO | NONE | $0 | — |
