Middlesex School's EIN is 04-2103821.
Download the official 2023 Form 5500 (PDF) for Middlesex School from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Middlesex School's plan includes 403(b) custodial accounts.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS | 04-2647786 | — | RECORDKEEPER | $31K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANG TARGET RET 2035 Mutual Funds | Other securities | — | — | $3.6M | 14.9% | |
| VANG TARGET RET 2025 Mutual Funds | Other securities | — | — | $3.0M | 12.7% | |
| FID 500 INDEX Mutual Funds | Common Collective Trusts | — | — | $2.6M | 10.8% | |
| VANG TARGET RET 2030 Mutual Funds | Other securities | — | — | $2.3M | 9.8% | |
| VANG TARGET RET 2040 Mutual Funds | Other securities | — | — | $1.9M | 7.9% | |
| FID BLUE CHIP GR K Mutual Funds | Mutual Funds | — | — | $1.4M | 6.0% | |
| VANG TARGET RET INC Mutual Funds | Common Stocks | — | — | $1.4M | 5.7% | |
| PUTN LG CAP VAL R6 Mutual Funds | Other securities | — | — | $1.1M | 4.8% | |
| VANG TARGET RET 2045 Mutual Funds | Other securities | — | — | $892K | 3.7% | |
| FID INTL INDEX Mutual Funds | Mutual Funds | — | — | $716K | 3.0% | |
| VANG TARGET RET 2050 Mutual Funds | Other securities | — | — | $658K | 2.8% | |
| FID US BOND IDX Mutual Funds | Common Collective Trusts | — | — | $620K | 2.6% | |
| VANG TARGET RET 2055 Mutual Funds | Other securities | — | — | $619K | 2.6% | |
| GABELLI US MM I Money Market Funds | Cash / Money Market | — | — | $483K | 2.0% | |
| VANG TARGET RET 2020 Mutual Funds | Other securities | — | — | $480K | 2.0% | |
| FID EMRG MKTS IDX Mutual Funds | Common Collective Trusts | — | — | $401K | 1.7% | |
| FID SM CAP IDX Mutual Funds | Common Collective Trusts | — | — | $393K | 1.6% | |
| STD STABLE ASSET 2 Fixed annuity contract | Other securities | — | — | $264K | 1.1% | |
| FID MID CAP IDX Mutual Funds | Common Collective Trusts | — | — | $259K | 1.1% | |
| VANG TARGET RET 2060 Mutual Funds | Other securities | — | — | $148K | 0.6% | |
| FID INFL PR BD IDX Mutual Funds | Common Collective Trusts | — | — | $129K | 0.5% | |
| MFS MID CAP GRTH R6 Mutual Funds | Mutual Funds | — | — | $113K | 0.5% | |
| Notes receivable from participants. 3.25% to 8.50%; maturing through 2029 - | Bonds / Notes | — | — | $92K | 0.4% | |
| COL SM CAP GRTH I3 Mutual Funds | Other securities | — | — | $64K | 0.3% | |
| FID REAL ESTATE IDX Mutual Funds | Common Collective Trusts | — | — | $62K | 0.3% | |
| MFS MID CAP VALUE R6 Mutual Funds | Mutual Funds | — | — | $44K | 0.2% | |
| CALVERT BALANCED I Mutual Funds | Other securities | — | — | $36K | 0.2% | |
| AQR RB CMD STRAT R6 Mutual Funds | Other securities | — | — | $19K | <0.1% | |
| MM HIGH YIELD I Mutual Funds | Other securities | — | — | $17K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
