David CHI signed Dannis Woliver Kelley's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Dannis Woliver Kelley's EIN is 94-3172834.
Download the official 2024 Form 5500 (PDF) for Dannis Woliver Kelley from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Dannis Woliver Kelley's 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $52K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $8.2M | 22.4% | |
| T. Rowe Price Blue Chip Growth | Other securities | — | — | $5.3M | 14.4% | |
| JP Morgan Equity Income | Other securities | — | — | $4.3M | 11.7% | |
| Dodge & Cox Income | Mutual Funds | — | — | $3.8M | 10.4% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $1.7M | 4.7% | |
| Fidelity International Index | Mutual Funds | — | — | $1.6M | 4.4% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.5M | 4.1% | |
| Lord Abbett Short Duration Income | Mutual Funds | — | — | $1.4M | 3.9% | |
| Nuveen Core Impact Bond | U.S. Treasuries | — | — | $1.3M | 3.5% | |
| DFA Emerging Markets Core Equity | Mutual Funds | — | — | $1.2M | 3.2% | |
| American Funds Euro Pacific Growth | Mutual Funds | — | — | $1.1M | 3.0% | |
| DFA Real Estate Securities | Mutual Funds | — | — | $942K | 2.6% | |
| Fidelity Emerging Markets | Mutual Funds | — | — | $792K | 2.2% | |
| DFA Commodity Strategy | Mutual Funds | — | — | $662K | 1.8% | |
| Vanguard FTSE Social Index | Mutual Funds | — | — | $617K | 1.7% | |
| Parnassus Core Equity | Other securities | — | — | $584K | 1.6% | |
| PGIM Short-Term Corporate Bond | Other securities | — | — | $420K | 1.1% | |
| Calvert Short Duration Income | Other securities | — | — | $346K | 0.9% | |
| Vanguard Federal Money Market Investor | Mutual Funds | — | — | $273K | 0.7% | |
| Calvert International Responsible | Other securities | — | — | $161K | 0.4% | |
| November 2026 to December 2030. - | Other securities | — | — | $132K | 0.4% | |
| Calvert Emerging Markets Equity | Other securities | — | — | $120K | 0.3% | |
| Neuberger Berman Intrinsic Value | Other securities | — | — | $116K | 0.3% | |
| Vanguard Total Bond | Mutual Funds | — | — | $82K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
