Lauren Ponce signed Mfxchange US, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mfxchange US, Inc.'s EIN is 01-0748234.
Download the official 2024 Form 5500 (PDF) for Mfxchange US, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mfxchange US, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL HOLDINGS, INC. | — | HONOLULU, HI |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $3.4M | 19.8% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $3.1M | 18.4% | |
| JANUS HENDERSON FORTY FUND - I | Registered Investment Companies | — | — | $1.8M | 10.4% | |
| AMERICAN FUNDS AMER BAL FD- R3 | Registered Investment Companies | — | — | $1.4M | 8.2% | |
| AMERFDS 2010 TARG DATE RET-R3 124 REGISTERED INVESTMENT COMPANY AMERFDS 2025 TARG DATE RET-R3 | Registered Investment Companies | — | — | $1.4M | 8.0% | |
| INVESCO CORE PLUS BOND Y | Registered Investment Companies | — | — | $837K | 4.9% | |
| STATE ST S&P MD CP IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 346 | Common Collective Trust | — | — | $835K | 4.9% | |
| AMERFDS 2045 TARG DATE RET-R3 | Registered Investment Companies | — | — | $773K | 4.5% | |
| AMERICAN FUNDS WAMU - R4 | Registered Investment Companies | — | — | $609K | 3.6% | |
| GOLDMAN SACHS INTL EQ INS INV | Registered Investment Companies | — | — | $489K | 2.9% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $442K | 2.6% | |
| TOUCHSTONE MID CAP - A | Registered Investment Companies | — | — | $323K | 1.9% | |
| AMERFDS 2040 TARG DATE RET-R3 | Registered Investment Companies | — | — | $277K | 1.6% | |
| AMERFDS 2035 TARG DATE RET-R3 | Registered Investment Companies | — | — | $238K | 1.4% | |
| AMERFDS 2030 TARG DATE RET-R3 | Registered Investment Companies | — | — | $212K | 1.2% | |
| AMERFDS 2020 TARG DATE RET-R3 | Registered Investment Companies | — | — | $204K | 1.2% | |
| AMERFDS 2055 TARG DATE RET-R3 | Registered Investment Companies | — | — | $127K | 0.7% | |
| JPMORGAN SMALL CAP EQUITY I | Registered Investment Companies | — | — | $89K | 0.5% | |
| AMF 2060 TARGET DATE RETIRE R3 | Registered Investment Companies | — | — | $84K | 0.5% | |
| AMERFDS 2050 TARG DATE RET-R3 | Registered Investment Companies | — | — | $68K | 0.4% | |
| AMERFDS 2015 TARG DATE RET-R3 | Registered Investment Companies | — | — | $57K | 0.3% | |
| BRANDYWINE GLBL CORP CREDIT A | Registered Investment Companies | — | — | $52K | 0.3% | |
| COHEN & STEERS REAL EST SEC A | Registered Investment Companies | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISIVOCCIA, LLP. | 22-1914888 | — | ACCOUNTANT | $12K | — |
