CHAD Carroll signed Metro Montessori LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Metro Montessori LLC's EIN is 20-3463359.
Download the official 2024 Form 5500 (PDF) for Metro Montessori LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Metro Montessori LLC's plan includes 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 | — | RECORDKEEPER | $10K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2055 - | Mutual Funds | — | — | $174K | 17.6% | |
| Nuveen Lifecycle Index 2035 - | Mutual Funds | — | — | $136K | 13.7% | |
| Nuveen Lifecycle Index 2040 - | Mutual Funds | — | — | $134K | 13.5% | |
| Nuveen Lifecycle Index 2020 - | Mutual Funds | — | — | $130K | 13.1% | |
| Nuveen Lifecycle Index 2050 - | Mutual Funds | — | — | $109K | 11.0% | |
| Nuveen Lifecycle Index 2045 - | Mutual Funds | — | — | $81K | 8.2% | |
| Nuveen Lifecycle Index 2025 - | Mutual Funds | — | — | $74K | 7.4% | |
| Nuveen Lifecycle Index 2060 - | Mutual Funds | — | — | $60K | 6.1% | |
| Nuveen Lifecycle Index 2030 - | Mutual Funds | — | — | $48K | 4.9% | |
| Nuveen Lifecycle Index 2065 - | Mutual Funds | — | — | $28K | 2.8% | |
| PIMCO International Bond - | Mutual Funds | — | — | $3K | 0.3% | |
| Vanguard Mid-Cap Index Fund- Admiral - | Common Collective Trusts | — | — | $3K | 0.3% | |
| Individual participants Participant notes; Interest rate of 10½%, collateralized by participant's account balance - | Other securities | — | — | $3K | 0.3% | |
| Vanguard Explorer Fund - Admiral - | Mutual Funds | — | — | $2K | 0.2% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $2K | 0.2% | |
| AB LARGE CAP GROWTH A JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $759 | <0.1% | |
| PRN MID CAP VALUE FUND I- R6 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $369 | <0.1% | |
| T ROWE PRICE OVERSEAS STOCK JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $247 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2065 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2060 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2055 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2050 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2045 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2040 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2035 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2030 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2025 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF LIFECYCLE INDEX 2020 JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
