Laura MARR signed M1 Support Services, L.P.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M1 Support Services, L.P.'s EIN is 20-0288988.
Download the official 2024 Form 5500 (PDF) for M1 Support Services, L.P. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M1 Support Services, L.P.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $249K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $30K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Inst Target Retirement 2030 Fund | Mutual Funds | — | — | $24.1M | 14.1% | |
| Vanguard Inst Target Retirement 2035 Fund | Mutual Funds | — | — | $21.0M | 12.2% | |
| Fidelity Contrafund K6 | Mutual Funds | — | — | $14.2M | 8.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $14.0M | 8.2% | |
| Vanguard Inst Target Retirement 2040 Fund | Mutual Funds | — | — | $13.7M | 8.0% | |
| Vanguard Inst Target Retirement 2025 Fund | Mutual Funds | — | — | $13.6M | 7.9% | |
| Vanguard Inst Target Retirement 2045 Fund | Mutual Funds | — | — | $13.3M | 7.8% | |
| Vanguard Inst Target Retirement 2050 Fund | Mutual Funds | — | — | $10.7M | 6.2% | |
| Vanguard Inst Target Retirement 2055 Fund | Mutual Funds | — | — | $7.4M | 4.3% | |
| Vanguard Inst Target Retirement 2060 Fund | Mutual Funds | — | — | $3.9M | 2.3% | |
| Vanguard Inst Target Retirement 2020 Fund | Mutual Funds | — | — | $3.8M | 2.2% | |
| Group Annuity Contracts Lincoln Financial Group Lincoln Fixed Account | Common Stocks | — | — | $3.4M | 2.0% | |
| Fidelity Puritan Fund | Mutual Funds | — | — | $3.0M | 1.7% | |
| J H ENTERPRISE MS GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.7% | |
| Vanguard Inst Target Retirement 2065 Fund | Mutual Funds | — | — | $2.5M | 1.5% | |
| American Funds Inflation Linked Bond Fund | Mutual Funds | — | — | $2.5M | 1.4% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $1.9M | 1.1% | |
| Putnum Large Cap Value Trust Class I Fund | Other securities | — | — | $1.8M | 1.1% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST CO · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $1.8M | 1.1% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $1.8M | 1.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $1.7M | 1.0% | |
| Metwest Total Return Bond Fund | Other securities | — | — | $1.6M | 0.9% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.5M | 0.8% | |
| Allspring Special Mid Cap Val | Other securities | — | — | $1.2M | 0.7% | |
| Baron Small Cap Fund | Other securities | — | — | $1.2M | 0.7% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $1.2M | 0.7% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $999K | 0.6% | |
| Fidelity Diversified International Fund Mutual Fund K6 | Mutual Funds | — | — | $670K | 0.4% | |
| MainStay High Yield Corporate Bond Fund | Other securities | — | — | $474K | 0.3% | |
| Delaware Small Cap Value Fund | Other securities | — | — | $384K | 0.2% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $375K | 0.2% | |
| Vanguard Inst Target Retirement 2070 Fund | Mutual Funds | — | — | $311K | 0.2% | |
| AB Global Bond Fund | Mutual Funds | — | — | $196K | 0.1% | |
| American Funds Inflation Linked Bond Fund | Mutual Funds | — | — | $194K | 0.1% | |
| Invesco Developing Markets Fund Class Y | Mutual Funds | — | — | $58K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
