DORI Chalawa signed Doctors Data Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Doctors Data Inc.'s EIN is 93-0941625.
Download the official 2024 Form 5500 (PDF) for Doctors Data Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Doctors Data Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 26-4310632 | — | RECORDKEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.6M | 87.4% | |
| [Assets held in common collective trust] | Other | — | — | $1.0M | 10.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $946K | 9.7% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $93K | 0.9% | |
| [Assets held in participant loans] | Other | — | — | $60K | 0.6% |
| Name |
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| EIN |
|---|
| Location |
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| Relation |
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| Direct comp |
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| Indirect comp |
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| MORGAN STANLEY SMITH BARNEY LLC | — | OAK BROOK, IL | ADVISOR | $0 | — |
