The MAPP Group, LLC's EIN is 20-0257574.
Download the official 2024 Form 5500 (PDF) for The MAPP Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The MAPP Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
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 | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GENEOS WEALTH MANAGEMENT, INC | 02-0580939 | — | INVESTMENT ADVISORY | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| * Principal Life Insurance Company Principal Guaranteed Option | Guaranteed Income / GIC | — | — | $1.7M | 13.3% | |
| Nationwide AMUNDI STRAT INC R6 | Common Stocks | — | — | $1.0M | 7.9% | |
| Dimensional Fund Advisors DFA INV GRADE PORT INST FD | Mutual Funds | — | — | $977K | 7.6% | |
| Victory Funds VICTORY NASDAQ 100 IDX R6 FUND | Common Collective Trusts | — | — | $802K | 6.3% | |
| Fidelity Investments FIDELITY 500 INDEX FUND | Common Collective Trusts | — | — | $770K | 6.0% | |
| Fidelity Investments FID LC GR INDEX FD | Mutual Funds | — | — | $742K | 5.8% | |
| Dreyfus Funds BNYM DYNAMIC VALUE Y FUND | Mutual Funds | — | — | $712K | 5.6% | |
| Putnam Investments PUTNAM LARGE CAP VALUE R6 FUND | Mutual Funds | — | — | $670K | 5.2% | |
| Invesco VALUE OPP R6 FUND | Mutual Funds | — | — | $467K | 3.7% | |
| Fidelity Investments FIDELITY MID CP INDEX FUND | Common Collective Trusts | — | — | $438K | 3.4% | |
| Fidelity Investments FIDELITY SM CAP INDEX FUND | Common Collective Trusts | — | — | $426K | 3.3% | |
| PIMCO Funds PIMCO RAE US SML INST FD | Mutual Funds | — | — | $407K | 3.2% | |
| AMG Funds AMG TIMESSQ MD CP GRW Z FD | Other securities | — | — | $369K | 2.9% | |
| Neuberger Berman Management NEUBERGER BERM GENESIS R6 FUND | Other securities | — | — | $322K | 2.5% | |
| American Funds Service Company AM FDS 2030 TRGT DTE RTM R6 FD | Mutual Funds | — | — | $235K | 1.8% | |
| Notes Receivable from Participants * Participants Loans (interest rates from 4.25% - 10.50%) | Bonds / Notes | — | — | $221K | 1.7% | |
| American Funds Service Company AM FDS 2050 TRGT DTE RTM R6 FD | Mutual Funds | — | — | $123K | 1.0% | |
| Participant Loans Interest Ranging from 4.25% to 10.50% | Bonds / Notes | — | — | $53K | 0.4% | |
| Hood River Capital Management HOOD RIVER SM-CP GROWTH RET FD | Other securities | — | — | $27K | 0.2% | |
| American Funds Service Company AM FDS 2035 TRGT DTE RTM R6 FD | Mutual Funds | — | — | $16K | 0.1% | |
| MFS Investment Management MFS GLOBAL GROWTH R6 FUND | Mutual Funds | — | — | $10K | <0.1% | |
| Victory Funds VICTORY CORE PL INT BD R6 FD | Other securities | — | — | $8K | <0.1% | |
| American Funds Service Company AM FDS 2040 TRGT DTE RTM R6 FD | Mutual Funds | — | — | $7K | <0.1% | |
| Columbia Funds COL SELIGMAN GLBL TECH I3 FUND | Other securities | — | — | $6K | <0.1% | |
| T. Rowe Price Funds T. ROWE PR FIN SRVCS I FUND | Other securities | — | — | $5K | <0.1% | |
| American Funds Service Company AM FDS 2045 TRGT DTE RTM R6 FD | Mutual Funds | — | — | $2K | <0.1% | |
| American Funds Service Company AM FDS 2065 TRGT DTE RTM R6 FD | Mutual Funds | — | — | $2K | <0.1% | |
| BlackRock HLTH SCI OPS K FD | Other securities | — | — | $2K | <0.1% | |
| BlackRock Health Sciences Opportunities K Fund Shares of Mutual Funds | Other securities | — | — | $2K | <0.1% | |
| American Funds Service Company AM FDS 2055 TRGT DTE RTM R6 FD | Mutual Funds | — | — | $1K | <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 |
|---|---|---|---|---|---|
| SENTINEL PENSION, LLC | 46-0570503 | — | CONTRACT ADMINISTRATOR | $12K | — |
