Laura Dilallo signed Durham School Services, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Durham School Services, L.P.'s EIN is 95-3320487.
Download the official 2024 Form 5500 (PDF) for Durham School Services, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Durham School Services, L.P.'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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES LLC | 46-5378846 | — | NONE | $428K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLANTE & MORAN, PLLC | 33-1498605 | — | NONE | $42K | — |
| MYCIO WEALTH PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $122.2M | 94.1% | |
| [Assets held in common collective trust] | Other | — | — | $7.3M | 5.6% | |
| ONEAMERICA STABLE VALUE FUND Z MIDWEST INSTITUTIONAL TRUST SERVICES · EIN 39-6490536 / PN 001 | Common Collective Trust | — | — | $7.3M | 5.6% |
| 20-2611371 |
| — |
| NONE |
| $24K |
| — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
