TARA Evans, for TAG Resources signed Mission1st Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mission1st Group, Inc.'s EIN is 20-2921829.
Download the official 2024 Form 5500 (PDF) for Mission1st Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mission1st Group, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $21K | — |
| ADMIN. GROUP, LLC DBA TAG RESOURCES | 42-1484983 | — | RECORD KEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 Inst (1) | Mutual Funds | — | — | $1.1M | 12.2% | |
| Vanguard 500 Index Admiral (1) | Common Collective Trusts | — | — | $974K | 10.6% | |
| Nuveen Lifecycle Index 2055 Inst (1) | Mutual Funds | — | — | $860K | 9.3% | |
| Nuveen Lifecycle Index 2050 Inst (1) | Mutual Funds | — | — | $731K | 7.9% | |
| Nuveen Lifecycle Index 2045 Inst (1) | Mutual Funds | — | — | $644K | 7.0% | |
| Nuveen Lifecycle Index 2040 Inst (1) | Mutual Funds | — | — | $615K | 6.7% | |
| Nuveen Lifecycle Index 2025 Inst (1) | Mutual Funds | — | — | $574K | 6.2% | |
| Nuveen Lifecycle Index 2060 Inst (1) | Mutual Funds | — | — | $371K | 4.0% | |
| Nuveen Lifecycle Index 2035 Inst (1) | Mutual Funds | — | — | $361K | 3.9% | |
| BlackRock Mid-Cap Growth Equity Instl (1) | Other securities | — | — | $314K | 3.4% | |
| MFS Technology R6 (1) | Mutual Funds | — | — | $299K | 3.3% | |
| Alliance Bernstein Large Cap Growth I (1) | Other securities | — | — | $279K | 3.0% | |
| Nuveen Lifecycle Index 2020 Inst (1) | Mutual Funds | — | — | $221K | 2.4% | |
| Pioneer Equity Income Y (1) | Other securities | — | — | $210K | 2.3% | |
| Vanguard Dvlp Mrkts Indx Admrl (1) | Mutual Funds | — | — | $185K | 2.0% | |
| Franklin Small Cap Value R6 (1) | Mutual Funds | — | — | $156K | 1.7% | |
| MFS International Growth R6 (1) | Mutual Funds | — | — | $142K | 1.5% | |
| PGIM High Yield R6 (1) | Other securities | — | — | $123K | 1.3% | |
| DFA Inflation-Protected Securities I (1) | Mutual Funds | — | — | $104K | 1.1% | |
| Vanguard Mid Cap Index Adm (1) | Mutual Funds | — | — | $95K | 1.0% | |
| Vanguard Small Cap Index Adm (1) | Mutual Funds | — | — | $94K | 1.0% | |
| DFA Emerging Markets Core Equity I (1) | Mutual Funds | — | — | $81K | 0.9% | |
| Pioneer Bond Y (1) | Other securities | — | — | $75K | 0.8% | |
| American Century Mid Cap Value R6 (1) | Other securities | — | — | $70K | 0.8% | |
| BlackRock Health Sciences Opps Instl (1) | Other securities | — | — | $69K | 0.7% | |
| Nuveen Lifecycle Index 2015 Inst (1) | Mutual Funds | — | — | $68K | 0.7% | |
| Alliance Bernstein Small Cap Growth K (1) | Other securities | — | — | $57K | 0.6% | |
| DFA Real Estate Securities I (1) | Mutual Funds | — | — | $56K | 0.6% | |
| Nuveen Lifecycle Index 2065 Inst (1) | Mutual Funds | — | — | $27K | 0.3% | |
| Vanguard Energy Index Adm (1) | Mutual Funds | — | — | $22K | 0.2% | |
| PGIM Global Total Return R6 (1) | Other securities | — | — | $17K | 0.2% | |
| Franklin Utilities R6 (1) | Mutual Funds | — | — | $14K | 0.2% | |
| Nuveen Lifecycle Index 2010 Inst (1) | Mutual Funds | — | — | $14K | 0.1% | |
| Vanguard Financials Index Adm (1) | Mutual Funds | — | — | $10K | 0.1% | |
| Vanguard LifeStrategy Cnsrv Gr Inv (1) | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard LifeStrategy Growth Inv (1) 658 Vanguard LifeStrategy Income Inv (1) | Mutual Funds | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| LPL FINANCIAL CORP |
| 04-3046611 |
| — |
| INVESTMENT ADVISORY-PLAN |
| $33K |
| — |
| LEAFHOUSE FINANCIAL ADVISORS | 26-4311657 | — | INVESTMENT ADVISORY-PLAN | $5K | — |
