Ernest Cifaldi signed Mendes & Mount, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mendes & Mount, LLP's EIN is 13-5535371.
Download the official 2024 Form 5500 (PDF) for Mendes & Mount, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mendes & Mount, LLP's plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THOMPSON HINE LLP | 34-0575300 | — | CONSULTANT | $19K | — |
| WEALTH ENHANCEMENT ADV SERVICES |
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 | Mutual Funds | — | — | $12.4M | 15.5% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $12.4M | 15.5% | |
| T. Rowe Price | Other securities | — | — | $9.2M | 11.5% | |
| JPMorgan | Other securities | — | — | $6.3M | 7.9% | |
| State Street Global Advs | Other securities | — | — | $5.8M | 7.2% | |
| State Street Global Advs | Other securities | — | — | $4.2M | 5.2% | |
| State Street Global Advs | Other securities | — | — | $3.2M | 4.0% | |
| Dodge & Cox | Mutual Funds | — | — | $3.1M | 3.9% | |
| Fidelity | Mutual Funds | — | — | $2.6M | 3.3% | |
| State Street Global Advs | Other securities | — | — | $2.5M | 3.1% | |
| State Street Global Advs | Other securities | — | — | $2.5M | 3.1% | |
| Dodge & Cox | Mutual Funds | — | — | $2.1M | 2.6% | |
| State Street Global Advs | Other securities | — | — | $2.0M | 2.5% | |
| Fidelity | Mutual Funds | — | — | $1.9M | 2.4% | |
| State Street Global Advs | Other securities | — | — | $1.8M | 2.2% | |
| Fidelity | Mutual Funds | — | — | $1.5M | 1.9% | |
| State Street Global Advs | Other securities | — | — | $1.1M | 1.4% | |
| Cohen & Steers | Other securities | — | — | $1.1M | 1.3% | |
| Dodge & Cox | Mutual Funds | — | — | $955K | 1.2% | |
| AB | Other securities | — | — | $821K | 1.0% | |
| State Street Global Advs | Other securities | — | — | $475K | 0.6% | |
| Notes receivable from participants | Other securities | — | — | $334K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $286K | 0.4% | |
| Fidelity | Mutual Funds | — | — | $261K | 0.3% | |
| VT | Other securities | — | — | $229K | 0.3% | |
| State Street Global Advs | Other securities | — | — | $208K | 0.3% | |
| State Street Global Advs | Other securities | — | — | $78K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $77K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $72K | <0.1% | |
| Fidelity | Mutual Funds | — | — | $68K | <0.1% | |
| Virtus | Other securities | — | — | $54K | <0.1% | |
| AM | Other securities | — | — | $30K | <0.1% | |
| Vanguard | Mutual Funds | — | — | $12K | <0.1% | |
| COL | Other securities | — | — | $458 | <0.1% | |
| Vanguard | Mutual Funds | — | — | $37 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 41-2016508 |
| — |
| INVESTMENT ADVISOR |
| $10K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ANCHIN, BLOCK & ANCHIN LLP | 13-0436940 | — | ACCOUNTANT/AUDITOR | $37K | — |
