MARC Rogers signed Deschutes Brewery, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Deschutes Brewery, Inc.'s EIN is 93-0972809.
Download the official 2024 Form 5500 (PDF) for Deschutes Brewery, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deschutes Brewery, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $75 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID BLUE CHIP GR | Mutual Funds | — | $2.6M | $4.8M | 15.2% | |
| VANG TARGET RET 2045 | Other securities | — | $3.9M | $4.3M | 13.7% | |
| VANG TARGET RET 2050 | Other securities | — | $2.8M | $3.2M | 10.2% | |
| FID 500 INDEX | Common Collective Trusts | — | $1.6M | $2.6M | 8.2% | |
| VANG TARGET RET 2040 | Other securities | — | $2.3M | $2.5M | 7.9% | |
| VANG TARGET RET 2030 | Other securities | — | $1.7M | $1.8M | 5.7% | |
| VANG TARGET RET 2055 | Other securities | — | $1.6M | $1.8M | 5.6% | |
| VANG TARGET RET 2035 | Other securities | — | $1.4M | $1.5M | 4.7% | |
| FID GOVT MMKT | Mutual Funds | — | $943K | $943K | 3.0% | |
| VANG TARGET RET 2025 | Other securities | — | $920K | $898K | 2.8% | |
| VANG TARGET RET 2060 | Other securities | — | $730K | $822K | 2.6% | |
| INVS DIVRS DIVD R5 | Other securities | — | $839K | $805K | 2.6% | |
| J H TRITON T | Other securities | — | $764K | $791K | 2.5% | |
| TRP MID CAP GRTH ADV | Other securities | — | $607K | $655K | 2.1% | |
| AM CENT SA AGGR INV | Common Stocks | — | $539K | $571K | 1.8% | |
| AS SPL SM CP VAL ADM | Other securities | — | $430K | $467K | 1.5% | |
| TCW MW TOT RTN BD I | Other securities | — | $478K | $414K | 1.3% | |
| I O INTL GROWTH A | Other securities | — | $421K | $346K | 1.1% | |
| FID MID CAP IDX | Common Collective Trusts | — | $226K | $298K | 0.9% | |
| VAN REAL EST IDX ADM | Common Collective Trusts | — | $257K | $275K | 0.9% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $194K | $252K | 0.8% | |
| FID GLB EX US IDX | Common Collective Trusts | — | $237K | $247K | 0.8% | |
| VANG TARGET RET INC | Common Stocks | — | $236K | $246K | 0.8% | |
| VANG ST BOND IDX ADM | U.S. Treasuries | — | $239K | $238K | 0.8% | |
| INVS EQV INTL EQ R5 | Other securities | — | $283K | $223K | 0.7% | |
| FID SM CAP IDX | Common Collective Trusts | — | $159K | $178K | 0.6% | |
| COL EMRG MKT I2 | Other securities | — | $134K | $130K | 0.4% | |
| AM CENT SA MOD INV | Common Stocks | — | $128K | $129K | 0.4% | |
| AM CENT SA CONS INV | Common Stocks | — | $98K | $92K | 0.3% | |
| VANG TARGET RET 2020 | Other securities | — | $70K | $64K | 0.2% | |
| FIDELITY GOVT INCOME | Mutual Funds | — | $8K | $8K | <0.1% | |
| FID INTM TR BD IDX | Common Collective Trusts | — | $2K | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
