Steven Thomas signed Microboard Processing, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Microboard Processing, Inc.'s EIN is 06-1076626.
Download the official 2023 Form 5500 (PDF) for Microboard Processing, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Microboard Processing, 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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS LLC | — | BOSTON, MA | INVESTMENT ADVISOR | $18K | — |
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 | |||||
|---|---|---|---|---|---|---|
| THE STANDARD STABLE ASSET II JP MORGAN STABLE VALUE · EIN 93-0242990 / PN 000 | Common Collective Trust | — | — | $1.6M | 18.3% | |
| PIMCO Income Instl Mutual fund | Mutual Funds | — | — | $1.4M | 16.8% | |
| Fidelity 500 Index Mutual fund | Common Collective Trusts | — | — | $1.3M | 14.6% | |
| Fidelity Total International Index Mutual fund | Mutual Funds | — | — | $982K | 11.4% | |
| JPMorgan Investor Balanced R6 Mutual fund | Other securities | — | — | $934K | 10.8% | |
| JPMorgan US Value R6 Mutual fund | Other securities | — | — | $534K | 6.2% | |
| Fidelity Mid Cap Index Mutual fund | Mutual Funds | — | — | $506K | 5.9% | |
| Fidelity Small Cap Index Mutual fund | Mutual Funds | — | — | $305K | 3.5% | |
| NUVEEN TIAA LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $210K | 2.4% | |
| AB Small Cap Growth Z Mutual fund | Other securities | — | — | $206K | 2.4% | |
| JHancock Disciplined Value Mid Cap R6 Mutual fund | Other securities | — | — | $205K | 2.4% | |
| NUVEEN TIAA LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $182K | 2.1% | |
| NUVEEN TIAA LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $104K | 1.2% | |
| 9.50%, with maturity dates - | Bonds / Notes | — | — | $79K | 0.9% | |
| JPMorgan Large Cap Growth R6 Mutual fund | Other securities | — | — | $66K | 0.8% | |
| NUVEEN TIAA LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $11K | 0.1% | |
| BlackRock High Yield Instl Mutual fund | Other securities | — | — | $5K | <0.1% | |
| JPMorgan Investor Growth R6 Mutual fund | Other securities | — | — | $4K | <0.1% | |
| NUVEEN TIAA LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3K | <0.1% | |
| NUVEEN TIAA LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $3K | <0.1% |
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 |
|---|---|---|---|---|---|
| PENTEGRA SERVICES INC | — | WHITE PLAINS, NY | CONTRACT ADMIN | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | — | OAK BROOK, IL | AUDITOR | $8K | — |
