Jared Schulz signed Davis Tool, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Davis Tool, Inc.'s EIN is 93-0774431.
Download the official 2024 Form 5500 (PDF) for Davis Tool, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Davis Tool, Inc.'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 |
|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT | 58-2361003 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PIMCO FUNDS | 33-0629048 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2035 Mutual fund, 130,402 shares a | Other securities | — | — | $2.7M | 22.8% | |
| T. Rowe Price T. Rowe Price Retirement 2030 Mutual fund, 97,013 shares a | Other securities | — | — | $2.5M | 20.6% | |
| T. Rowe Price T. Rowe Price Retirement 2045 Mutual fund, 37,832 shares a | Other securities | — | — | $842K | 7.0% | |
| T. Rowe Price T. Rowe Price Retirement 2055 Mutual fund, 42,126 shares a | Other securities | — | — | $838K | 6.9% | |
| T. Rowe Price T. Rowe Price All-Cap Opportunities Mutual fund, 11,113 shares a | Other securities | — | — | $817K | 6.8% | |
| T. ROWE PRICE RETIREMENT 2020 INV MUTUAL FUND | Other securities | — | — | $742K | 6.1% | |
| T. Rowe Price T. Rowe Price Retirement 2015 Mutual fund, 54,663 shares a | Other securities | — | — | $688K | 5.7% | |
| T. Rowe Price T. Rowe Price Retirement 2040 Mutual fund, 21,328 shares a | Other securities | — | — | $652K | 5.4% | |
| T. Rowe Price T. Rowe Price Retirement 2025 Mutual fund, 31,329 shares a | Other securities | — | — | $519K | 4.3% | |
| T. Rowe Price T. Rowe Price Retirement 2050 Mutual fund, 27,229 shares a | Other securities | — | — | $516K | 4.3% | |
| T. Rowe Price T. Rowe Price Dividend Growth Mutual fund, 4,186 shares a | Other securities | — | — | $322K | 2.7% | |
| T. Rowe Price T. Rowe Price Small-Cap Stock Mutual fund, 902 shares a | Other securities | — | — | $282K | 2.3% | |
| Fidelity Investments Fidelity 500 Index Mutual fund, 1,281 shares a | Common Collective Trusts | — | — | $262K | 2.2% | |
| PARTICIPANT LOANS LOW-HIGH INTEREST RATE 4.25% - 9.50% | Bonds / Notes | — | — | $96K | 0.8% | |
| JP Morgan JP Morgan Equity Income Fund Select Mutual fund, 2,630 shares a | Other securities | — | — | $63K | 0.5% | |
| T. ROWE PRICE U.S. TREASURY MONEY INV INTEREST-BEARING CASH | Cash / Money Market | — | — | $45K | 0.4% | |
| T. Rowe Price T. Rowe Price Overseas Stock * Mutual fund, 2,993 shares a | Other securities | — | — | $38K | 0.3% | |
| JP Morgan JP Morgan Mid Cap Growth R5 Mutual fund, 582 shares a | Other securities | — | — | $30K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2065 Mutual fund, 2,221 shares a | Other securities | — | — | $29K | 0.2% | |
| DWS RREEF Real Estate Securities S Mutual fund, 947 shares a | Other securities | — | — | $21K | 0.2% | |
| Columbia Mid Cap Index Instl 2 Mutual fund, 1,248 shares a | Other securities | — | — | $19K | 0.2% | |
| DFA Investment Trust DFA Emerging Markets Core Equity Mutual fund, 299 shares a | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Mid Cap Index Mutual fund, 202 shares a | Mutual Funds | — | — | $7K | <0.1% | |
| Fidelity Investments Fidelity Small Cap Index Mutual fund, 222 shares a | Mutual Funds | — | — | $6K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2060 Mutual fund, 222 shares a | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| NONE |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | 52-1309931 | — | NONE | $2K | — |
| COLUMBIA FUNDS | 93-0577450 | — | NONE | $0 | — |
| DWS INVESTMENTS | 13-3241232 | — | NONE | $0 | — |
| INVESCO FUNDS | 26-4521338 | — | NONE | $0 | — |
| JP MORGAN FUNDS | 13-2624428 | — | NONE | $0 | — |
| VICTORY FUNDS | 13-2700161 | — | NONE | $0 | — |
| FIDELITY | 04-2647786 | — | NONE | $0 | — |
| DIMENSIONAL FUNDS | 95-4470812 | — | NONE | $0 | — |
