Tim M. Williams signed Dahlin Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dahlin Group, Inc.'s EIN is 94-2455290.
Download the official 2024 Form 5500 (PDF) for Dahlin Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dahlin Group, 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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $685 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE SERVICES | $19 | — |
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 | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS American Funds Growth Fund of America R6 | Mutual Funds | — | $101K | $7.5M | 15.9% | |
| Fidelity 500 Index | Common Collective Trusts | — | $25K | $5.0M | 10.6% | |
| Macquarie Science And Technology Inst | Other securities | — | $42K | $2.9M | 6.2% | |
| American Funds Capital World G/I R6 | Mutual Funds | — | $44K | $2.8M | 5.9% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | $129K | $2.7M | 5.8% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | $88K | $2.3M | 4.8% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | $73K | $2.2M | 4.8% | |
| T. Rowe Price Health Sciences | Other securities | — | $28K | $2.2M | 4.7% | |
| JPMorgan Mid Cap Equity I | Other securities | — | $32K | $2.0M | 4.3% | |
| JPMCB STABLE ASSET INCOME CF JP MORGAN · EIN 20-1978950 / PN 001 | Common Collective Trust | — | $4K | $2.0M | 4.2% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | $87K | $1.9M | 4.1% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | $85K | $1.6M | 3.4% | |
| Vanguard Windsor II Fund Adm | Mutual Funds | — | $17K | $1.3M | 2.8% | |
| Dodge & Cox Balanced Fund I | Mutual Funds | — | $12K | $1.2M | 2.6% | |
| Baron Small Cap Instl | Other securities | — | $33K | $1.1M | 2.3% | |
| DFA US Small Cap Value Fund | Mutual Funds | — | $14K | $699K | 1.5% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | $38K | $628K | 1.3% | |
| American Funds Europacific Growth R6 | Mutual Funds | — | $12K | $626K | 1.3% | |
| PIMCO Income Instl | Mutual Funds | — | $55K | $582K | 1.2% | |
| SELF DIRECTED BROKERAGE ACCOUNTS Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $582K | 1.2% | |
| Vanguard Information Technology Index Adm | Mutual Funds | — | $2K | $568K | 1.2% | |
| Vanguard Selected Value Inv | Mutual Funds | — | $18K | $498K | 1.1% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | $23K | $459K | 1.0% | |
| JPMorgan Large Cap Growth R6 | Other securities | — | $5K | $430K | 0.9% | |
| Vanguard Energy Adm | Mutual Funds | — | $5K | $412K | 0.9% | |
| Virtus Duff & Phelps Real Estate Securities I | Other securities | — | $21K | $386K | 0.8% | |
| T. Rowe Price Retirement Balanced Fund | Other securities | — | $29K | $384K | 0.8% | |
| Fidelity Extended Market Index | Mutual Funds | — | $4K | $361K | 0.8% | |
| Fidelity Environment & Alternative Enrgy | Mutual Funds | — | $9K | $349K | 0.7% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | $20K | $336K | 0.7% | |
| Fidelity Short-Term Bond Index | Mutual Funds | — | $24K | $233K | 0.5% | |
| PIMCO Total Return Instl | Mutual Funds | — | $27K | $232K | 0.5% | |
| Vanguard GNMA Adm | Agency / Mortgage-Backed | — | $18K | $162K | 0.3% | |
| T. Rowe Price Retirement 2020 Fund | Other securities | — | $7K | $125K | 0.3% | |
| Thornburg Developing World R5 | Other securities | — | $3K | $69K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
