Cynthia Cherry signed Mintz Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mintz Group LLC's EIN is 13-3699793.
Download the official 2024 Form 5500 (PDF) for Mintz Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mintz Group LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $71K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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.
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 |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $3.4M | 20.1% | |
| PRIN LIFETIME 2055 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $2.5M | 14.9% | |
| PRIN LIFETIME 2035 SEP ACT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | — | $2.2M | 13.3% | |
| Fidelity 500 Index Fund " | Common Collective Trusts | — | — | $1.5M | 8.7% | |
| Vanguard Growth Index Admiral Fund " | Mutual Funds | — | — | $1.1M | 6.6% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $773K | 4.6% | |
| PRIN LIFETIME 2045 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | — | $628K | 3.7% | |
| PRIN LIFETIME 2025 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | — | $603K | 3.6% | |
| Vanguard Balanced Index Admiral Fund " | Mutual Funds | — | — | $559K | 3.3% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $513K | 3.0% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $412K | 2.4% | |
| Fidelity Mid Cap Index Fund " | Common Collective Trusts | — | — | $341K | 2.0% | |
| PRIN LIFETIME 2065 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | — | $322K | 1.9% | |
| Vanguard International Growth Admiral Fund " | Mutual Funds | — | — | $237K | 1.4% | |
| Vanguard Total Bond Market Index Admiral Fund " | Mutual Funds | — | — | $224K | 1.3% | |
| Vanguard Value Index Admiral Fund " | Mutual Funds | — | — | $215K | 1.3% | |
| Fidelity Small Cap Index Fund " | Common Collective Trusts | — | — | $214K | 1.3% | |
| Vanguard Inflation-Protected Securities Admiral Fund " | Mutual Funds | — | — | $148K | 0.9% | |
| Vanguard Small Cap Value Index Admiral Fund " | Mutual Funds | — | — | $143K | 0.9% | |
| Participant Loans (4.25% - 4.50%) - | Bonds / Notes | — | — | $136K | 0.8% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $130K | 0.8% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $96K | 0.6% | |
| BlackRock Mid-Cap Growth Equity K Fund " | Other securities | — | — | $78K | 0.5% | |
| Principal Global Real Estate Securities Separate Account " | Pooled Separate Accounts | — | — | $72K | 0.4% | |
| PRIN GL REAL EST SEC SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 136 | Pooled Separate Account | — | — | $72K | 0.4% | |
| MFS International Diversification R6 Fund " | Mutual Funds | — | — | $68K | 0.4% | |
| JP Morgan Government Bond R6 Fund " | U.S. Treasuries | — | — | $66K | 0.4% | |
| Vanguard Mid Cap Value Index Admiral Fund " | Mutual Funds | — | — | $46K | 0.3% | |
| AB Brown Emeral Small Cap Growth Separate Account " | Pooled Separate Accounts | — | — | $25K | 0.1% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $25K | 0.1% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $25K | 0.1% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $19K | 0.1% | |
| American Funds New Perspective R6 Fund " | Mutual Funds | — | — | $16K | <0.1% | |
| Fidelity Advisor High Income Advantage Z Fund Mutual fund | Mutual Funds | — | — | $9K | <0.1% | |
| Principal LifeTime 2070 Separate Account " | Pooled Separate Accounts | — | — | $4K | <0.1% | |
| PRIN LIFETM 2070 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 179 | Pooled Separate Account | — | — | $4K | <0.1% | |
| PRIN LIFETIME 2015 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $0 | <0.1% |
