Deacon Holdings, Inc.'s EIN is 94-3321764.
Download the official 2024 Form 5500 (PDF) for Deacon Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Deacon Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $105K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 26-0058143 | — | NONE | $67K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Northern Trust S&P 500 Index Fund Mutual fund | Common Collective Trusts | — | — | $9.0M | 13.7% | |
| J.P. Morgan Large Cap Growth Fund R6 Class Mutual fund | Other securities | — | — | $6.6M | 10.2% | |
| Standard Stable Asset A Guaranteed investment contract | Stable Value | — | — | $5.1M | 7.9% | |
| T. ROWE PRICE RETIRE 2040 TR CL K T. ROWE PRICE · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $4.2M | 6.4% | |
| T. ROWE PRICE RETIRE 2020 TR CL K T. ROWE PRICE · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $4.0M | 6.1% | |
| T. ROWE PRICE RETIRE 2030 TR CL K T. ROWE PRICE · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $3.7M | 5.7% | |
| MFS MID CAP VALUE FUND GREAT GRAY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $3.7M | 5.6% | |
| Fidelity Institutional Asset Management Trust Fund Common/collective trust | Common Collective Trusts | — | — | $3.5M | 5.4% | |
| FIAM CORE PLUS CIT I FIDELITY INSTITUTIONAL ASSET MGMT TRUST CO. · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $3.5M | 5.4% | |
| T. ROWE PRICE RETIRE 2050 TR CL K T. ROWE PRICE · EIN 60-6303214 / PN 001 | Common Collective Trust | — | — | $3.4M | 5.2% | |
| Great Gray Trust Euro Pacific Growth Fund Mutual fund | Other securities | — | — | $2.8M | 4.3% | |
| T. ROWE PRICE RETIRE 2035 TR CL K T. ROWE PRICE · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.5M | 3.9% | |
| MFS Mid Cap Growth Fund Mutual fund | Mutual Funds | — | — | $2.5M | 3.8% | |
| MFS LARGE CAP VALUE CIT GREAT GRAY · EIN 38-7275332 / PN 781 | Common Collective Trust | — | — | $2.4M | 3.7% | |
| T. ROWE PRICE RETIRE 2045 TR CL K T. ROWE PRICE · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $2.2M | 3.4% | |
| T. ROWE PRICE RETIRE 2010 TR CL K T. ROWE PRICE · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $2.0M | 3.1% | |
| T. ROWE PRICE RETIRE 2055 TR CL K T. ROWE PRICE · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.4M | 2.1% | |
| Northern Trust Extended Equity Market Index Fund Mutual fund | Common Collective Trusts | — | — | $1.3M | 2.0% | |
| T. ROWE PRICE RETIRE 2060 TR CL K T. ROWE PRICE · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.3M | 1.9% | |
| T. ROWE PRICE RETIRE 2025 TR CL K T. ROWE PRICE · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.9% | |
| Notes receivable from participants Loans (3.25% - 8.50%) | Bonds / Notes | — | — | $596K | 0.9% | |
| Northern Trust Aggregate Bond Index Fund Mutual fund | Common Collective Trusts | — | — | $464K | 0.7% | |
| American Beacon Small Cap Value Fund R6 Class Mutual fund | Other securities | — | — | $345K | 0.5% | |
| Driehaus Emerging Markets Growth Fund Institutional Class Mutual fund | Other securities | — | — | $315K | 0.5% | |
| Principal Small Cap Growth I R6 Mutual fund | Other securities | — | — | $252K | 0.4% | |
| Northern Trust All Country World ex-US Investable Market Index Fund Mutual fund | Common Collective Trusts | — | — | $251K | 0.4% | |
| T. ROWE PRICE RETIRE 2065 TR CL K T. ROWE PRICE · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $50K | <0.1% | |
| COHEN & STEERS COLLECTIVE INVEST TR SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $24K | <0.1% | |
| T. ROWE PRICE RETIRE 2015 TR CL K T. ROWE PRICE · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
