Andrew Dowen signed DOXA Insurance Holdings, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DOXA Insurance Holdings, LLC's EIN is 95-2409500.
Download the official 2022 Form 5500 (PDF) for DOXA Insurance Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)DOXA Insurance Holdings, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
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 | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $55K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $9K |
| — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wilmington Trust Fiduciary Services flexPath Index + Moderate 2035 I1 517,576 | Other securities | — | — | $7.7M | 23.7% | |
| Wilmington Trust Fiduciary Services flexPath Index + Moderate 2025 I1 440,664 | Other securities | — | — | $6.0M | 18.4% | |
| FLEXPATH+MOD 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $4.7M | 14.7% | |
| FLEXPATH+MOD 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $4.5M | 13.9% | |
| Wilmington Trust Fiduciary Services flexPath Index + Moderate 2045 I1 259,165 | Other securities | — | — | $4.1M | 12.5% | |
| FLEXPATH+MOD 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $3.2M | 9.8% | |
| Wilmington Trust Fiduciary Services flexPath Index + Moderate 2055 I1 143,817 | Other securities | — | — | $2.3M | 7.1% | |
| Wilmington Trust Fiduciary Services Stable Value Fund I1 215,570 | Stable Value | — | — | $2.2M | 6.9% | |
| STABLE VALUE FUND I1 WILMINGTON TRUST, N.A · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.9M | 5.9% | |
| Fidelity 500 Index Fund 12,943 | Common Collective Trusts | — | — | $1.7M | 5.3% | |
| FLEXPATH+MOD 2055 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.6M | 4.8% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS | Self-Directed Brokerage | — | — | $1.3M | 4.1% | |
| Wilmington Trust Fiduciary Services flexPath Index + Moderate Retirement I1 60,661 | Other securities | — | — | $772K | 2.4% | |
| Bny Mellon Small/Mid Cap Growth Fund I 33,625 | Other securities | — | — | $766K | 2.4% | |
| FLEXPATH+MOD RET I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $739K | 2.3% | |
| Wilmington Trust Fiduciary Services Large Cap Growth II l1 94,034 | Other securities | — | — | $733K | 2.3% | |
| LARGE CAP GRTH II I1 WILMINGTON TRUST, N.A. · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $692K | 2.1% | |
| Fidelity Global ex US Index Fund 52,917 | Common Collective Trusts | — | — | $668K | 2.1% | |
| Wilmington Trust Fiduciary Services Large Cap Value l1 39,558 | Other securities | — | — | $616K | 1.9% | |
| LARGE CP VALUE I1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $550K | 1.7% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 3.25-7.25%, with maturities through October 2035 | Bonds / Notes | — | — | $519K | 1.6% | |
| Fidelity US Bond Index Fund 43,665 | Common Collective Trusts | — | — | $446K | 1.4% | |
| Metropolitan West Total Return Bond Fund M 36,214 | Other securities | — | — | $329K | 1.0% | |
| FLEXPATH+CON 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $289K | 0.9% | |
| American Century Mid Cap Value Fund Inv 16,823 | Other securities | — | — | $260K | 0.8% | |
| Fidelity Extended Market Index Fund 3,532 | Common Collective Trusts | — | — | $225K | 0.7% | |
| FLEXPATH+AGR 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $196K | 0.6% | |
| John Hancock Small Cap Core Fund R6 13,744 | Other securities | — | — | $188K | 0.6% | |
| FLEXPATH+AGR 2025 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $161K | 0.5% | |
| REGISTERED INVESTMENT COMPANIES Invesco Developing Markets Fund Y 4,377 | Mutual Funds | — | — | $153K | 0.5% | |
| American Funds EuroPacific Growth Fund R4 3,009 | Mutual Funds | — | — | $144K | 0.4% | |
| DWS RREEF Real Estate Securities Fund R6 7,140 | Other securities | — | — | $137K | 0.4% | |
| DFA Inflation-Protected Securities Fund I 7,875 | Mutual Funds | — | — | $130K | 0.4% | |
| Northern Small Cap Value Fund 6,197 | Other securities | — | — | $113K | 0.3% | |
| FLEXPATH+AGR 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $86K | 0.3% | |
| FLEXPATH+CON 2035 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $48K | 0.1% | |
| FLEXPATH+CON 2045 I1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $43K | 0.1% | |
| BNY Mellon Global Stock Fund I 1,308 | Other securities | — | — | $27K | <0.1% | |
| SMALL CAP GR II I1 WILMINGTON TRUST, N.A. · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $7K | <0.1% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
