Juliet Suess signed Desert NDT, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Desert NDT, LLC's EIN is 90-0803017.
Download the official 2024 Form 5500 (PDF) for Desert NDT, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Desert NDT, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MILLIMAN | 91-0675641 | — | NONE | $42K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard International Growth Fund | Mutual Funds | — | — | $1.4M | 24.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | — | $767K | 13.4% | |
| Fidelity Investments Fidelity 500 Index Fund | Common Collective Trusts | — | — | $642K | 11.2% | |
| MFS Mid Cap Value Fund | Mutual Funds | — | — | $497K | 8.6% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $454K | 7.9% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $358K | 6.2% | |
| JPMorgan Value Advantage Fund | Other securities | — | — | $346K | 6.0% | |
| Dodge & Cox Dodge & Cox Stock Fund | Mutual Funds | — | — | $344K | 6.0% | |
| Participants Notes receivable from participants with interest from 4.25% to 9.50%, generally due through 2029. | Bonds / Notes | — | — | $276K | 4.8% | |
| Putnam Small Cap Growth Admiral Class | Mutual Funds | — | — | $225K | 3.9% | |
| Vanguard Small Cap Growth Index Fund | Common Collective Trusts | — | — | $191K | 3.3% | |
| Charles Schwab Trust Bank Retirement Government Money Fund | Mutual Funds | — | — | $97K | 1.7% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $59K | 1.0% | |
| Oakmark Equity and Income Fund | Other securities | — | — | $56K | 1.0% | |
| N/A Cash | Cash / Money Market | — | — | $51K | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
