Heather Stewart signed MBF Inspection Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MBF Inspection Services, Inc.'s EIN is 20-3125709.
Download the official 2024 Form 5500 (PDF) for MBF Inspection Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MBF Inspection Services, Inc.'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 |
|---|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | 74-2715820 | WACO, TX | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DUBUQUE BANK & TRUST COMPANY | 42-0223620 | — | NONE | $27K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Investments | Mutual Funds | — | — | $729K | 12.2% | |
| JPMorgan Chase & Co. | Common Stocks | — | — | $717K | 12.0% | |
| Fidelity | Mutual Funds | — | — | $537K | 9.0% | |
| Nuveen Investments | Mutual Funds | — | — | $513K | 8.6% | |
| Dubuque Bank and Trust | Other securities | — | — | $476K | 8.0% | |
| Baird | Other securities | — | — | $388K | 6.5% | |
| Nuveen Investments | Mutual Funds | — | — | $361K | 6.1% | |
| Nuveen Investments | Mutual Funds | — | — | $282K | 4.7% | |
| Nuveen Investments | Mutual Funds | — | — | $272K | 4.6% | |
| Hartford | Other securities | — | — | $242K | 4.1% | |
| Nuveen Investments | Mutual Funds | — | — | $187K | 3.1% | |
| Fidelity | Mutual Funds | — | — | $177K | 3.0% | |
| Schwab | Mutual Funds | — | — | $171K | 2.9% | |
| MFS Investment Management | Mutual Funds | — | — | $157K | 2.6% | |
| John Hancock Financial | Other securities | — | — | $138K | 2.3% | |
| Nuveen Investments | Mutual Funds | — | — | $122K | 2.0% | |
| Vanguard Group | Mutual Funds | — | — | $108K | 1.8% | |
| Nuveen Investments | Mutual Funds | — | — | $87K | 1.5% | |
| JPMorgan Chase & Co. | Common Stocks | — | — | $64K | 1.1% | |
| Nuveen Investments | Mutual Funds | — | — | $52K | 0.9% | |
| Vanguard Group | Mutual Funds | — | — | $39K | 0.7% | |
| Nuveen Investments | Mutual Funds | — | — | $37K | 0.6% | |
| Vanguard Group | Mutual Funds | — | — | $29K | 0.5% | |
| Eaton Vance | Other securities | — | — | $21K | 0.4% | |
| Vanguard Group | Mutual Funds | — | — | $18K | 0.3% | |
| Invesco Ltd. | Mutual Funds | — | — | $15K | 0.3% | |
| Nuveen Investments | Mutual Funds | — | — | $13K | 0.2% | |
| Lord, Abbott & Co. | Common Stocks | — | — | $3K | <0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $720 | <0.1% | |
| TIAA-CREF | Mutual Funds | — | — | $624 | <0.1% | |
| Federated Hermes | Other securities | — | — | $343 | <0.1% | |
| Invesco Ltd. | Mutual Funds | — | — | $64 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
