Julie Jones signed Moneycorp US Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Moneycorp US Inc.'s EIN is 04-3340742.
Download the official 2024 Form 5500 (PDF) for Moneycorp US Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Moneycorp US 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 | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS 2020 TARG DATERET R6 150 REGISTERED INVESTMENT COMPANY VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.3M | 16.9% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.0M | 13.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $871K | 11.4% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $783K | 10.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $703K | 9.2% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $507K | 6.6% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $451K | 5.9% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $344K | 4.5% | |
| BARON FOCUSED GROWTH FUND - R6 | Registered Investment Companies | — | — | $253K | 3.3% | |
| BARON DURABLE ADVANTAGE R6 | Registered Investment Companies | — | — | $234K | 3.1% | |
| HTFD SCHRODERS INTL STOCK SDR | Registered Investment Companies | — | — | $184K | 2.4% | |
| VANGUARD HIGH DIV YIELD INDX | Registered Investment Companies | — | — | $161K | 2.1% | |
| JPM EMERGING MARKETS EQUITY R6 | Registered Investment Companies | — | — | $98K | 1.3% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $97K | 1.3% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $90K | 1.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $61K | 0.8% | |
| AB GLOBAL BOND Z | Registered Investment Companies | — | — | $59K | 0.8% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $57K | 0.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $49K | 0.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $41K | 0.5% | |
| GMO RESOURCES FUND - CLASS R6 | Registered Investment Companies | — | — | $37K | 0.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $30K | 0.4% | |
| FID ADVISOR UTILITIES I | Registered Investment Companies | — | — | $22K | 0.3% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $19K | 0.2% | |
| GS SMALL CAP VALUE INSIGHTS R6 | Registered Investment Companies | — | — | $17K | 0.2% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $12K | 0.2% | |
| PRI GLBL REAL ESTATE SEC R6 | Registered Investment Companies | — | — | $10K | 0.1% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $5K | <0.1% | |
| MANNING & NAPIER HI YIELD BD Z | Registered Investment Companies | — | — | $5K | <0.1% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $17K |
| — |
