ANDY Molzahn signed DRUM Workshop, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
DRUM Workshop, Inc.'s EIN is 95-3191311.
Download the official 2024 Form 5500 (PDF) for DRUM Workshop, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)DRUM Workshop, 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $28K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFP ADVISORS, LLC | 59-3331424 | — | INVESTMENT ADVISORY-PLAN | $18K | — |
| CONSOLIDATED PORTFOLIO REVIEW CORP |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 R6 165,495.3928 shares | Mutual Funds | — | $165K | $4.0M | 22.3% | |
| Nuveen Lifecycle Index 2035 R6 89,614.0258 shares | Mutual Funds | — | $90K | $2.4M | 13.4% | |
| Nuveen Lifecycle Index 2040 R6 76,783.6667 shares | Mutual Funds | — | $77K | $2.2M | 12.6% | |
| Nuveen Lifecycle Index 2045 R6 38,321.3490 shares | Mutual Funds | — | $38K | $1.2M | 6.6% | |
| Nuveen Lifecycle Index 2020 R6 55,694.2489 shares | Mutual Funds | — | $56K | $1.0M | 5.9% | |
| Nuveen Lifecycle Index 2050 R6 31,586.3644 shares | Mutual Funds | — | $32K | $995K | 5.6% | |
| JPMorgan Large Cap Growth R6 11,684.0287 shares | Other securities | — | $12K | $978K | 5.5% | |
| Nuveen Lifecycle Index 2025 R6 36,924.5138 shares | Mutual Funds | — | $37K | $788K | 4.4% | |
| Schwab S&P 500 Index 8,031.6266 shares | Common Collective Trusts | — | $8K | $725K | 4.1% | |
| Nuveen Lifecycle Index 2055 R6 13,431.9277 shares | Mutual Funds | — | $13K | $342K | 1.9% | |
| Insurance contract * Transamerica Stable Value Core Option 26,363.1412 units | Stable Value | — | $26K | $310K | 1.7% | |
| JPMorgan Mid Cap Value L 7,482.8347 shares | Other securities | — | $7K | $275K | 1.5% | |
| Nuveen Lifecycle Index 2060 R6 9,994.9520 shares | Mutual Funds | — | $10K | $198K | 1.1% | |
| MFS International Growth R4 4,188.5287 shares | Mutual Funds | — | $4K | $173K | 1.0% | |
| Nuveen Lifecycle Index 2015 R6 10,171.9725 shares | Mutual Funds | — | $10K | $173K | 1.0% | |
| Nuveen Large Cap Growth Index R6 2,005.1711 shares | Mutual Funds | — | $2K | $134K | 0.8% | |
| Vanguard Explorer Adm 1,164.9077 shares | Mutual Funds | — | $1K | $124K | 0.7% | |
| American Funds Growth & Inc Port R6 6,404.1163 shares | Mutual Funds | — | $6K | $122K | 0.7% | |
| Vanguard Small Cap Growth Index Admiral 1,219.2155 shares | Mutual Funds | — | $1K | $120K | 0.7% | |
| Pioneer Strategic Income Y 12,081.3143 shares | Other securities | — | $12K | $114K | 0.6% | |
| Schwab Small Cap Index 2,925.5917 shares | Mutual Funds | — | $3K | $104K | 0.6% | |
| Vanguard Mid-Cap Growth Index Admiral 919.0909 shares | Mutual Funds | — | — | $100K | 0.6% | |
| Vanguard Equity-Income Adm 1,125.8250 shares | Mutual Funds | — | $1K | $99K | 0.6% | |
| American Funds American Balanced R6 2,625.6120 shares | Mutual Funds | — | $3K | $90K | 0.5% | |
| Schwab Treasury Infl Protected Secs Index 7,521.0159 shares | Mutual Funds | — | $8K | $76K | 0.4% | |
| Guggenheim Total Return Bond R6 2,778.3602 shares | Other securities | — | $3K | $65K | 0.4% | |
| Franklin Dynatech R6 344.0673 shares | Mutual Funds | — | — | $64K | 0.4% | |
| Nuveen International Equity Index R6 2,900.7348 shares | Common Collective Trusts | — | $3K | $64K | 0.4% | |
| Vanguard Mid-Cap Value Index Admiral 752.7036 shares | Mutual Funds | — | — | $63K | 0.4% | |
| Fidelity U.S. Bond Index 5,959.7026 shares | Mutual Funds | — | $6K | $61K | 0.3% | |
| Vanguard Small Cap Value Index Admiral 711.7877 shares | Mutual Funds | — | — | $61K | 0.3% | |
| American Funds New World R4 702.5545 shares | Mutual Funds | — | — | $54K | 0.3% | |
| Cohen & Steers Preferred Sec & Inc I 4,251.1787 shares | Common Stocks | — | $4K | $52K | 0.3% | |
| Fidelity Mid Cap Index 1,350.0763 shares | Mutual Funds | — | $1K | $46K | 0.3% | |
| Federated Hermes High Yield Bond Inst 4,992.6580 shares | Other securities | — | $5K | $44K | 0.2% | |
| Goldman Sachs Global Core Fixed Income A 2,716.0661 shares | Other securities | — | $3K | $31K | 0.2% | |
| Nuveen Lifecycle Index 2065 R6 1,937.5540 shares | Mutual Funds | — | $2K | $27K | 0.2% | |
| Fidelity Advisor Balance A 927.5526 shares | Mutual Funds | — | — | $27K | 0.2% | |
| Catalyst / Millburn Hedge Strategy I 318.5884 shares | Other securities | — | — | $12K | <0.1% | |
| Sierra Tactical Core Income Instl 602.6912 shares | Other securities | — | — | $12K | <0.1% | |
| NYLI CBRE Real Estate I 956.3208 shares | Other securities | — | — | $10K | <0.1% | |
| Virtus KAR International Small-Mid Cap A 517.1414 shares | Other securities | — | — | $10K | <0.1% | |
| Allspring Special Mid Cap Value A 199.6532 shares | Other securities | — | — | $9K | <0.1% | |
| ARTESYS GLOBAL DEFENSIVE GROWTH ALTA TRUST · EIN 83-3275641 / PN 001 | Common Collective Trust | — | — | $3K | <0.1% | |
| Sierra Tactical Bond Instl 95.3876 shares | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 11-3039703 |
| — |
| INVESTMENT ADVISORY |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY OUTSOURCING, LLC | 47-2079321 | — | FIDUCIARY | $7K | — |
