Seth Larner signed MPI Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MPI Incorporated's EIN is 14-1500755.
Download the official 2024 Form 5500 (PDF) for MPI Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MPI Incorporated'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 |
|---|---|---|---|---|---|
| ASCENSUS LLC | 11-3665754 | — | RECORDKEEPER | $6K | — |
| UNITED OF OMAHA | 47-0322111 | — | RECORDKEEPER | $360 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEYOND WEALTH MANAGEMENT |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $8.9M | 89.1% | |
| CALLAN GLIDEPATH 2030 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $2.5M | 24.5% | |
| CALLAN GLIDEPATH 2025 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $1.5M | 14.8% | |
| STATE STREET S&P 500 IDX SEC LENDII STATE STREET INVESTMENT MANAGEMENT · EIN 04-6910804 / PN 000 | Common Collective Trust | — | — | $1.2M | 11.6% | |
| [Assets held in common collective trust] | Other | — | — | $973K | 9.7% | |
| CALLAN GLIDEPATH 2035 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $969K | 9.7% | |
| CALLAN GLIDEPATH 2045 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $677K | 6.7% | |
| CALLAN GLIDEPATH 2055 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $493K | 4.9% | |
| CALLAN GLIDEPATH 2060 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $455K | 4.5% | |
| CALLAN GLIDEPATH 2040 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $389K | 3.9% | |
| CALLAN GLIDEPATH 2050 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $218K | 2.2% | |
| CALLAN GLIDEPATH 2020 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $148K | 1.5% | |
| STATE STREET S&P MIDCAP IDX SEC XIV STATE STREET INVESTMENT MANAGEMENT · EIN 04-6910804 / PN 000 | Common Collective Trust | — | — | $148K | 1.5% | |
| STATE STREET RUSS SM CAP IND SEC II STATE STREET INVESTMENT MANAGEMENT · EIN 04-6910804 / PN 000 | Common Collective Trust | — | — | $107K | 1.1% | |
| [Assets held in participant loans] | Other | — | — | $107K | 1.1% | |
| CALLAN GLIDEPATH 2065 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $74K | 0.7% | |
| STATE STREET INTL IND SECS LEND IX STATE STREET INVESTMENT MANAGEMENT · EIN 04-6910804 / PN 000 | Common Collective Trust | — | — | $64K | 0.6% | |
| STATE STREET US GOV/CRT BD IND C STATE STREET INVESTMENT MANAGEMENT · EIN 04-6910804 / PN 000 | Common Collective Trust | — | — | $59K | 0.6% | |
| RETIREMENT RIGHT STABLE VALUE I BPAS · EIN 16-1616474 / PN 000 | Common Collective Trust | — | — | $20K | 0.2% | |
| STATE STREET RUSS SM CAP VA IND NON STATE STREET INVESTMENT MANAGEMENT · EIN 04-6910804 / PN 000 | Common Collective Trust | — | — | $556 | <0.1% | |
| COMPANION LIFE INSNC CO SEP ACC K COMPANION LIFE INSURANCE COMPANY · EIN 13-1595128 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CALLAN GLIDEPATH 2015 MO CALLAN LLC · EIN 94-2192581 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
| — |
| NEW PALTZ, NY |
| INVESTMENT ADVISOR |
| $19K |
| — |
| MESIROW | 36-3429599 | — | INVESTMENT ADVISOR | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMPASS 360 LLC | — | STRATHAM, NH | THIRD PARTY ADMINISTRATO | $1K | — |