Michael McQuade signed E & a Markets, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
E & a Markets, Inc.'s EIN is 05-0304854.
Download the official 2024 Form 5500 (PDF) for E & a Markets, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)E & a Markets, Inc.'s plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BNY MELLON | 25-0659306 | PROVIDENCE, RI | INVESTMENT MANAGER | $88K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RPCG, LLC | 82-5042619 | WETHERSFIELD, CT | THIRD PARTY ADMINISTRATO | $23K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | 41-0746749 | CRANSTON, RI | AUDITOR | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF Mutual Funds | Common Collective Trusts | — | $1.3M | $1.5M | 11.5% | |
| ISHARES CORE MSCI EAFE ETF Mutual Funds | Other securities | — | $958K | $979K | 7.4% | |
| ISHARES CORE S&P MID-CAP ETF Mutual Funds | Other securities | — | $818K | $873K | 6.6% | |
| ISHARES CORE U S AGGREGATE BOND ETF Mutual Funds | Other securities | — | $693K | $662K | 5.0% | |
| ISHARES CORE S&P SMALL-CAP ETF Mutual Funds | Other securities | — | $313K | $360K | 2.7% | |
| INVESCO SENIOR LOAN ETF Mutual Funds | Mutual Funds | — | $324K | $311K | 2.4% | |
| SPDR BLOOMBERG HIGH YIELD BOND ETF Mutual Funds | Other securities | — | $326K | $307K | 2.3% | |
| APPLE INC Common Stock | Common Stocks | — | $124K | $242K | 1.8% | |
| G Q G PART EMERG MKTS EQ-INST Mutual Funds | Other securities | — | $233K | $224K | 1.7% | |
| ISHARES MSCI EMERGING MARKETS EX Mutual Funds | Other securities | — | $211K | $220K | 1.7% | |
| NVIDIA CORP Common Stock | Common Stocks | — | $51K | $212K | 1.6% | |
| MICROSOFT CORPORATION Common Stock | Common Stocks | — | $58K | $209K | 1.6% | |
| ISHARES JPMORGAN USD EMRG MKT BD ETF Mutual Funds | Other securities | — | $216K | $188K | 1.4% | |
| AMAZON.COM INC Common Stock | Common Stocks | — | $41K | $126K | 1.0% | |
| FIDELITY ADV INTL SM CAP-Z Mutual Funds | Mutual Funds | — | $112K | $121K | 0.9% | |
| VANGUARD REAL ESTATE ETF Mutual Funds | Mutual Funds | — | $112K | $119K | 0.9% | |
| Participant Loans Interest Rates of 6.00% to 10.50% | Bonds / Notes | — | — | $107K | 0.8% | |
| U S TREASURY N/B U.S. Government Securities | Other securities | — | $105K | $106K | 0.8% | |
| CRA (BNY MELLON, N.A., MEMBER FDIC) Money Market | Cash / Money Market | — | $96K | $96K | 0.7% | |
| UNITED STATES TREAS U.S. Government Securities | U.S. Treasuries | — | $99K | $94K | 0.7% | |
| META PLATFORMS INC Common Stock | Common Stocks | — | $78K | $81K | 0.6% | |
| TESLA INC Common Stock | Common Stocks | — | $61K | $72K | 0.5% | |
| ALPHABET INC-CL C Common Stock | Common Stocks | — | $46K | $71K | 0.5% | |
| ALPHABET INC/CA-CL A Common Stock | Common Stocks | — | $63K | $67K | 0.5% | |
| U S TREASURY NOTE U.S. Government Securities | U.S. Treasuries | — | $70K | $66K | 0.5% | |
| U S TREASURY N/B U.S. Government Securities | Other securities | — | $65K | $62K | 0.5% | |
| US TREASURY N/B U.S. Government Securities | U.S. Treasuries | — | $66K | $61K | 0.5% | |
| UNITED STATES TREAS U.S. Government Securities | U.S. Treasuries | — | $59K | $58K | 0.4% | |
| UNITED STATES TREAS U.S. Government Securities | U.S. Treasuries | — | $61K | $57K | 0.4% | |
| BERKSHIRE HATHAWAY INC DEL CL B Common Stock | Common Stocks | — | $42K | $56K | 0.4% | |
| UNITED STATES TREAS U.S. Government Securities | U.S. Treasuries | — | $55K | $55K | 0.4% | |
| US TREASURY N/B U.S. Government Securities | U.S. Treasuries | — | $55K | $55K | 0.4% | |
| FHMLC POOL # SD8123 U.S. Government Securities | Agency / Mortgage-Backed | — | $52K | $51K | 0.4% | |
| U S TREASURY N/B U.S. Government Securities | Other securities | — | $50K | $50K | 0.4% | |
| JP MORGAN CHASE & CO Common Stock | Common Stocks | — | $19K | $45K | 0.3% | |
| US TREASURY N/B U.S. Government Securities | U.S. Treasuries | — | $44K | $44K | 0.3% | |
| U S TREASURY NOTE U.S. Government Securities | U.S. Treasuries | — | $44K | $44K | 0.3% | |
| U S TREASURY NOTE U.S. Government Securities | U.S. Treasuries | — | $43K | $43K | 0.3% | |
| TSY INFL IX N/B U.S. Government Securities | U.S. Treasuries | — | $46K | $43K | 0.3% | |
| FHLMC # SD6307 U.S. Government Securities | Agency / Mortgage-Backed | — | $44K | $43K | 0.3% | |
| U S TREASURY NOTE U.S. Government Securities | U.S. Treasuries | — | $40K | $40K | 0.3% | |
| ELI LILLY & CO Common Stock | Common Stocks | — | $38K | $40K | 0.3% | |
| U S TREASURY NOTE U.S. Government Securities | U.S. Treasuries | — | $40K | $40K | 0.3% | |
| FNMA POOL # CB2400 U.S. Government Securities | Agency / Mortgage-Backed | — | $39K | $38K | 0.3% | |
| U S TREASURY INFLATI U.S. Government Securities | Other securities | — | $38K | $38K | 0.3% | |
| U S TREASURY N/B U.S. Government Securities | Other securities | — | $41K | $37K | 0.3% | |
| CITIGROUP INC Corporate Bonds | Common Stocks | — | $35K | $36K | 0.3% | |
| GNMA MA7706 U.S. Government Securities | Agency / Mortgage-Backed | — | $39K | $36K | 0.3% | |
| FN CB3049 U.S. Government Securities | Other securities | — | $36K | $35K | 0.3% | |
| GNMA II POOL #MA9853 U.S. Government Securities | Agency / Mortgage-Backed | — | $35K | $35K | 0.3% |
