Vanessa Urrego signed MI Technical Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MI Technical Solutions, Inc.'s EIN is 20-0858561.
Download the official 2024 Form 5500 (PDF) for MI Technical Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MI Technical Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD LARGE CAP INDEX ADM | Registered Investment Companies | — | — | $684K | 12.6% | |
| VOYA LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $641K | 11.9% | |
| JPM SMARTRETIREMENT 2035 R6 | Registered Investment Companies | — | — | $501K | 9.3% | |
| MACQUARIE SMALL CAP CORE R6 | Registered Investment Companies | — | — | $434K | 8.0% | |
| JPM SMARTRETIREMENT 2030 R6 | Registered Investment Companies | — | — | $417K | 7.7% | |
| JPM SMARTRETIREMENT 2055 R6 | Registered Investment Companies | — | — | $388K | 7.2% | |
| JPM SMARTRRT 2060 - R6 | Registered Investment Companies | — | — | $289K | 5.3% | |
| JPM SMARTRETIREMENT 2050 R6 | Registered Investment Companies | — | — | $277K | 5.1% | |
| JPM SMARTRETIREMENT 2040 R6 | Registered Investment Companies | — | — | $275K | 5.1% | |
| HTFD INTL OPPORTUNITIES R6 | Registered Investment Companies | — | — | $225K | 4.2% | |
| JPM SMARTRETIREMENT 2025 R6 | Registered Investment Companies | — | — | $206K | 3.8% | |
| FED HERMES US TRE CASH RES PRM | Registered Investment Companies | — | — | $110K | 2.0% | |
| DODGE & COX INCOME FUND X | Registered Investment Companies | — | — | $100K | 1.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $98K | 1.8% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $57K | 1.1% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $55K | 1.0% | |
| VAN FTSE ALL WLD EX US IDX ADM | Registered Investment Companies | — | — | $50K | 0.9% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $28K | 0.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $27K | 0.5% | |
| JPM SMARTRETIREMENT 2065 R6 | Registered Investment Companies | — | — | $23K | 0.4% | |
| JPM SMARTRETIREMENT INCOME R6 | Registered Investment Companies | — | — | $11K | 0.2% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $7K | 0.1% | |
| JPM SMARTRETIREMENT 2020 R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| CARILLON SCOUT MID CAP R6 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $11K |
| — |
