Michael M. Moriarty signed Windels MARX Lane & Mittendorf, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Windels MARX Lane & Mittendorf, LLP's EIN is 13-2773235.
Download the official 2024 Form 5500 (PDF) for Windels MARX Lane & Mittendorf, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Windels MARX Lane & Mittendorf, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $41K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | — | RED BANK, NJ | NONE | $49K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $15.4M | 22.3% | |
| AF Growth Fund of America R6 | Other securities | — | — | $12.2M | 17.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $7.9M | 11.4% | |
| Oakmark Equity & Income Fund | Other securities | — | — | $6.5M | 9.4% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $4.9M | 7.0% | |
| Fidelity Small Cap Stock Index Inv | Mutual Funds | — | — | $4.9M | 7.0% | |
| Fidelity Mid Cap Index Inc Inv | Mutual Funds | — | — | $3.3M | 4.8% | |
| T. Rowe Price Equity Income | Other securities | — | — | $3.1M | 4.5% | |
| Fidelity Bond Index Inv | Mutual Funds | — | — | $2.5M | 3.6% | |
| Vanguard Interm Treas Adm | Mutual Funds | — | — | $2.5M | 3.6% | |
| Dodge & Cox International Stock I | Mutual Funds | — | — | $1.7M | 2.5% | |
| American Funds Europac Grw R6 | Mutual Funds | — | — | $1.1M | 1.5% | |
| Vanguard Target RTMT 2035 | Mutual Funds | — | — | $831K | 1.2% | |
| Eaton Vance Large Cap Val R6 | Other securities | — | — | $612K | 0.9% | |
| MFS Research Intl R6 | Mutual Funds | — | — | $402K | 0.6% | |
| Vanguard Target RTMT 2050 | Mutual Funds | — | — | $213K | 0.3% | |
| Vanguard Target RTMT 2065 | Mutual Funds | — | — | $191K | 0.3% | |
| Vanguard Target RTMT 2045 | Mutual Funds | — | — | $172K | 0.2% | |
| Vanguard Target RTMT 2025 | Mutual Funds | — | — | $154K | 0.2% | |
| Notes Receivables from Participants | Other securities | — | — | $148K | 0.2% | |
| Vanguard Target RTMT 2055 | Mutual Funds | — | — | $135K | 0.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $122K | 0.2% | |
| Vanguard Target RTMT 2060 | Mutual Funds | — | — | $108K | 0.2% | |
| Vanguard Target RTMT 2030 | Mutual Funds | — | — | $97K | 0.1% | |
| Vanguard Target RTMT 2040 | Mutual Funds | — | — | $50K | <0.1% | |
| Vanguard Target RTMT Inc. Inv | Mutual Funds | — | — | $33K | <0.1% | |
| Vanguard Target RTMT 2070 | Mutual Funds | — | — | $5K | <0.1% | |
| T. Rowe Price Government Money Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
