ALEX Richardson signed DFS Group Limited's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DFS Group Limited's EIN is 94-3021357.
Download the official 2024 Form 5500 (PDF) for DFS Group Limited from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DFS Group Limited'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$152K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEGAL MARCO ADVISORS | 13-2646110 | — | INVESTMENT ADVISOR | $71K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contrafund Fund 2,101,837 units a | Mutual Funds | — | — | $44.3M | 19.3% | |
| Fidelity® 500 Index Fund Institutional Class 170,341 units a | Common Collective Trusts | — | — | $34.8M | 15.1% | |
| Fidelity Freedom® 2030 Fund Class K 1,118,624 units a | Mutual Funds | — | — | $19.6M | 8.5% | |
| Fidelity® Investments Money Market Funds Government Portfolio Institutional Class 18,881,080 units a | Mutual Funds | — | — | $18.9M | 8.2% | |
| Fidelity Freedom® 2040 Fund Class K 1,253,310 units a | Mutual Funds | — | — | $14.5M | 6.3% | |
| Neuberger Berman Genesis Fund Class R6 176,029 units a | Other securities | — | — | $11.5M | 5.0% | |
| Brokerage Account 2,612,364 units a | Self-Directed Brokerage | — | — | $11.5M | 5.0% | |
| Fidelity Freedom® 2020 Fund Class K 729,180 units a | Mutual Funds | — | — | $10.5M | 4.6% | |
| Fidelity Freedom® 2035 Fund Class K 566,279 units a | Mutual Funds | — | — | $8.9M | 3.9% | |
| Fidelity Freedom® 2050 Fund Class K 558,899 units a | Mutual Funds | — | — | $7.6M | 3.3% | |
| Fidelity Freedom® 2025 Fund Class K 558,017 units a | Mutual Funds | — | — | $7.6M | 3.3% | |
| T. Rowe Price Equity Income Fund Advisory Class 172,726 units a | Other securities | — | — | $6.0M | 2.6% | |
| Fidelity Freedom® 2045 Fund Class K 365,518 units a | Mutual Funds | — | — | $4.9M | 2.1% | |
| Fidelity Freedom® 2055 Fund Class K 293,643 units a | Mutual Funds | — | — | $4.6M | 2.0% | |
| American Funds EuroPacific Growth Fund 85,978 units a | Mutual Funds | — | — | $4.6M | 2.0% | |
| Fidelity Short Term Bond 458,215 units a | Mutual Funds | — | — | $3.9M | 1.7% | |
| Fidelity Freedom® 2010 Fund Class K 213,777 units a | Mutual Funds | — | — | $3.0M | 1.3% | |
| Fidelity® Extended Market Fund 28,725 units a | Mutual Funds | — | — | $2.6M | 1.1% | |
| Dodge & Cox Income Fund 152,682 units a | Mutual Funds | — | — | $1.9M | 0.8% | |
| Fidelity® U.S. Bond Index Fund 131,998 units a | Common Collective Trusts | — | — | $1.3M | 0.6% | |
| Fidelity Freedom® 2060 Fund Class K 92,768 units a | Mutual Funds | — | — | $1.3M | 0.6% | |
| Vanguard Inflation-Protected Securities Fund Admiral Shares 56,689 units a | Mutual Funds | — | — | $1.3M | 0.6% | |
| Fidelity Freedom® Income Fund - Class K 101,580 units a | Mutual Funds | — | — | $1.1M | 0.5% | |
| Vanguard Developed Markets Index Fund Admiral Shares 44,620 units a | Common Collective Trusts | — | — | $685K | 0.3% | |
| Fidelity Freedom® 2015 Fund Class K 52,065 units a | Mutual Funds | — | — | $594K | 0.3% | |
| Fidelity Freedom® 2065 Fund Class K 36,634 units a | Mutual Funds | — | — | $484K | 0.2% | |
| Fidelity Freedom® 2070 Fund Class K 248 units a | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
