Mounir Zairet signed Corporate Finance Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Corporate Finance Group, Inc.'s EIN is 04-3545708.
Download the official 2024 Form 5500 (PDF) for Corporate Finance Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Corporate Finance Group, 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 | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS, LLC | 84-4826355 | — | INVESTMENT/FINANCIAL ADVI | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $16.4M | 15.7% | |
| BLACKROCK LIFEPATH 2055 FUND K | Registered Investment Companies | — | — | $10.7M | 10.3% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $9.9M | 9.5% | |
| BLACKROCK LIFEPATH 2050 FUND K | Registered Investment Companies | — | — | $9.6M | 9.2% | |
| BLACKROCK LIFEPATH 2060 K | Registered Investment Companies | — | — | $8.2M | 7.9% | |
| BLACKROCK LIFEPATH 2045 FUND K | Registered Investment Companies | — | — | $5.6M | 5.4% | |
| BLACKROCK LIFEPATH 2030 FUND K | Registered Investment Companies | — | — | $3.7M | 3.6% | |
| BLACKROCK LIFEPATH 2040 FUND K | Registered Investment Companies | — | — | $3.4M | 3.2% | |
| COLUMBIA DIVIDEND INCOME I3 | Registered Investment Companies | — | — | $2.9M | 2.8% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $2.6M | 2.5% | |
| AMERICAN FUNDS EUPAC R6 | Registered Investment Companies | — | — | $2.6M | 2.5% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $2.6M | 2.5% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $2.4M | 2.3% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $2.4M | 2.3% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $1.9M | 1.8% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $1.8M | 1.7% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $1.7M | 1.7% | |
| BLACKROCK LIFEPATH 2035 K | Registered Investment Companies | — | — | $1.7M | 1.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $1.6M | 1.5% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.5M | 1.5% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $1.2M | 1.2% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $1.2M | 1.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $993K | 0.9% | |
| ARTISAN INTERNATIONAL SMMID | Registered Investment Companies | — | — | $772K | 0.7% | |
| FID US BOND IND | Registered Investment Companies | — | — | $753K | 0.7% | |
| BLACKROCK LIFEPATH RET FUND K | Registered Investment Companies | — | — | $718K | 0.7% | |
| BLACKROCK LIFEPATH 2065 K | Registered Investment Companies | — | — | $603K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
