Steven Thomas signed Dibuduo & Defendis' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dibuduo & Defendis' EIN is 94-1530342.
Download the official 2024 Form 5500 (PDF) for Dibuduo & Defendis from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dibuduo & Defendis' 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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | RECORDKEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROUSH INVESTMENTS, LLC | — | FRESNO, CA | INVESTMENT ADVISOR | $95K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Balanced Index Fund - Class K | Common Collective Trusts | — | — | $3.9M | 19.6% | |
| Fidleity Four-In-One Index | Other securities | — | — | $1.6M | 7.9% | |
| Vangaurd Growth Index Admirial | Other securities | — | — | $1.4M | 7.2% | |
| Aggregate SDBA Common Stock | Common Stocks | — | — | $1.4M | 6.9% | |
| NW Fixed Selection Option | Other securities | — | — | $1.2M | 6.0% | |
| TIAA CERF Life Cycle Index 2035 | Mutual Funds | — | — | $951K | 4.8% | |
| TIAA CERF Life Cycle Index 2025 | Mutual Funds | — | — | $883K | 4.4% | |
| Aggregate SDBA Mutual Funds | Other securities | — | — | $790K | 4.0% | |
| TIAA CERF Life Cycle Index 2030 | Mutual Funds | — | — | $589K | 3.0% | |
| Vangaurd Wellesley Inc Admirial | Common Stocks | — | — | $587K | 2.9% | |
| TIAA CERF Life Cycle Index 2045 | Mutual Funds | — | — | $568K | 2.8% | |
| TIAA CERF Life Cycle Index 2040 | Mutual Funds | — | — | $526K | 2.6% | |
| Federated Hermes Inst High Yield Bond | Other securities | — | — | $492K | 2.5% | |
| Vangaurd Value Index Admirial | Other securities | — | — | $470K | 2.4% | |
| Vanguard Intermediate-Term Trs Ind | Mutual Funds | — | — | $447K | 2.2% | |
| Vangaurd Small Cap Index Fund | Common Collective Trusts | — | — | $421K | 2.1% | |
| Fidelity UD Bond Index | Mutual Funds | — | — | $337K | 1.7% | |
| TIAA CERF Life Cycle Index 2050 | Mutual Funds | — | — | $325K | 1.6% | |
| Fidleity 500 Index | Common Collective Trusts | — | — | $317K | 1.6% | |
| Vangaurd Total Stock Market Index Fund | Common Collective Trusts | — | — | $255K | 1.3% | |
| TIAA CERF Life Cycle Index 2060 | Mutual Funds | — | — | $233K | 1.2% | |
| Vangaurd Mid Cap Index Fund | Common Collective Trusts | — | — | $182K | 0.9% | |
| TIAA CERF Life Cycle Index 2055 | Mutual Funds | — | — | $172K | 0.9% | |
| Aggregate SDBA Cash | Cash / Money Market | — | — | $143K | 0.7% | |
| Fidelity Inflation Protect Bond Index | U.S. Treasuries | — | — | $109K | 0.5% | |
| Fidelity International Index | Mutual Funds | — | — | $92K | 0.5% | |
| PGIM Total Return Bond | Other securities | — | — | $91K | 0.5% | |
| Dodge Cox Intl Stock | Mutual Funds | — | — | $91K | 0.5% | |
| Goldman Sachs GQG Partners International Oppr | Other securities | — | — | $90K | 0.4% | |
| Vanagurd Total Intl Bond Index Admirial | Other securities | — | — | $88K | 0.4% | |
| MW Loomis All Cap Growth | Other securities | — | — | $88K | 0.4% | |
| Avantis US Large Cap Val Inst | Other securities | — | — | $83K | 0.4% | |
| JPMorgan Large Cap Gr R6 | Other securities | — | — | $78K | 0.4% | |
| JPMorgan Equity Inc | Common Stocks | — | — | $74K | 0.4% | |
| Vanagurd Developed Market Index Admirial | Other securities | — | — | $72K | 0.4% | |
| Avantis Emerging Markets Eq Fimd - Instl | Other securities | — | — | $66K | 0.3% | |
| Blackrock High Yield Bond Port | Other securities | — | — | $64K | 0.3% | |
| PIMCO Real Return | Mutual Funds | — | — | $52K | 0.3% | |
| Vangaurd Emerging Market Stock Index Admirial | Other securities | — | — | $47K | 0.2% | |
| Principal Global Real Estate | Other securities | — | — | $47K | 0.2% | |
| MFS Mid Cap Gr R6 | Mutual Funds | — | — | $43K | 0.2% | |
| Diamond Hill Mid Cap | Other securities | — | — | $43K | 0.2% | |
| Blackrock Total Return | Other securities | — | — | $42K | 0.2% | |
| Vanguard Real Estate Index Admirial | Mutual Funds | — | — | $42K | 0.2% | |
| AB Global Bond Fund - Class Z | Other securities | — | — | $38K | 0.2% | |
| Legal & General Commodity Strategy Fund - Inst | Other securities | — | — | $37K | 0.2% | |
| Vanguard Ftse Soc Indx Adml | Mutual Funds | — | — | $37K | 0.2% | |
| Vanagurd Explorer Admirial | Other securities | — | — | $24K | 0.1% | |
| Avantis US Small Cap | Other securities | — | — | $23K | 0.1% | |
| JPMorgan US Treasury Plus Money Mkt Fund | U.S. Treasuries | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | 13-3745616 | BLACKLICK, OH | TPA | $5K | — |
| APS-PENTEGRA | 13-3892096 | BLACKLICK, OH | CONTRACT ADMIN/TPA | $2K | — |
