Shirley Horner signed Delmar Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Delmar Systems, Inc.'s EIN is 94-3435860.
Download the official 2024 Form 5500 (PDF) for Delmar Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Delmar Systems, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $30K | — |
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity US Bond Index Mutual Fund - | Mutual Funds | — | — | $12.5M | 29.2% | |
| Fidelity 500 Index Mutual Fund - | Common Collective Trusts | — | — | $6.3M | 14.8% | |
| Fidelity Large Cap Growth Index Mutual Fund - | Mutual Funds | — | — | $4.1M | 9.6% | |
| Vanguard Equity-Income Adm Mutual Fund - | Mutual Funds | — | — | $3.4M | 8.1% | |
| Harding Loevner International Eq Instl Mutual Fund - | Other securities | — | — | $3.3M | 7.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.2M | 5.1% | |
| Fidelity Global Ex US Index Mutual Fund - | Mutual Funds | — | — | $2.1M | 5.0% | |
| MFS Mid Cap Growth R4 Mutual Fund - | Mutual Funds | — | — | $1.7M | 3.9% | |
| Fidelity Mid Cap Index Mutual Fund - | Mutual Funds | — | — | $1.4M | 3.3% | |
| Nuance Mid Cap Value Investor Mutual Fund - | Other securities | — | — | $1.3M | 3.0% | |
| Loomis Sayles Small Cap Growth Instl Mutual Fund - | Other securities | — | — | $1.1M | 2.6% | |
| Westwood Quality Smallcap Institutional Mutual Fund - | Other securities | — | — | $1.1M | 2.6% | |
| Pimco Income Instl Mutual Fund - | Mutual Funds | — | — | $913K | 2.1% | |
| Fidelity Small Cap Index Mutual Fund - | Mutual Funds | — | — | $627K | 1.5% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| CAPFINANCIAL PARTNERS LLC DBA CAPTR |
| — |
| RALEIGH, NC |
| INVESTMENT ADVISOR |
| $50K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE MONROE VOS CONSULTING GROUP INC | — | HOUSTON, TX | OTHER | $0 | — |
