Roberta Terry signed Desert Haven Enterprises, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Desert Haven Enterprises, Inc.'s EIN is 95-6006073.
Download the official 2023 Form 5500 (PDF) for Desert Haven Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Desert Haven Enterprises, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $17K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $339K | 31.7% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $205K | 19.2% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $150K | 14.0% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $128K | 12.0% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $31K | 2.9% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $29K | 2.7% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $28K | 2.6% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $27K | 2.5% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $26K | 2.4% | |
| AB LARGE CAP GROWTH R | Registered Investment Companies | — | — | $17K | 1.6% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $12K | 1.1% | |
| T ROWE PRICE US TREA MONEY | Registered Investment Companies | — | — | $9K | 0.8% | |
| CARILLON EAGLE MID CAP GR - A | Registered Investment Companies | — | — | $8K | 0.7% | |
| FIDELITY INTL GROWTH M | Registered Investment Companies | — | — | $7K | 0.7% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $6K | 0.6% | |
| AMF NEW PERSPECTIVE FUND R2E | Registered Investment Companies | — | — | $5K | 0.5% | |
| PUTNAM LARGE CAP VALUE R | Registered Investment Companies | — | — | $3K | 0.3% | |
| FRANKLIN SMALL CAP VALUE FD-R | Registered Investment Companies | — | — | $3K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
