JONI Ninedorf signed MAT Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MAT Holdings, Inc.'s EIN is 20-5589196.
Download the official 2024 Form 5500 (PDF) for MAT Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MAT Holdings, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $64K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $9.2M | 14.4% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $6.6M | 10.3% | |
| Vanguard Institutional Target Retirement 2040 Fund | Mutual Funds | — | — | $5.7M | 8.9% | |
| Vanguard Institutional Target Retirement 2030 Fund | Mutual Funds | — | — | $5.6M | 8.9% | |
| Insurance Company * Principal Life Large-Cap Growth I Separate Account | Pooled Separate Accounts | — | — | $4.9M | 7.8% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $4.9M | 7.8% | |
| Vanguard Institutional Target Retirement 2035 Fund | Mutual Funds | — | — | $3.8M | 5.9% | |
| Vanguard Institutional Target Retirement 2025 Fund | Mutual Funds | — | — | $3.0M | 4.7% | |
| Dodge & Cox Funds Dodge & Cox Stock Fund | Mutual Funds | — | — | $2.7M | 4.2% | |
| Insurance Company * Principal Life Mid-Cap Separate Account | Pooled Separate Accounts | — | — | $2.4M | 3.8% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $2.4M | 3.8% | |
| Vanguard Institutional Target Retirement 2045 Fund | Mutual Funds | — | — | $2.3M | 3.6% | |
| Vanguard Institutional Target Retirement 2020 Fund | Mutual Funds | — | — | $2.1M | 3.3% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $2.1M | 3.3% | |
| Vanguard Institutional Target Retirement 2050 Fund | Mutual Funds | — | — | $1.9M | 3.0% | |
| Vanguard Institutional Target Retirement 2055 Fund | Mutual Funds | — | — | $1.7M | 2.7% | |
| Insurance Company * Principal Life Mid-Cap Value I Account | Common Stocks | — | — | $1.7M | 2.6% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $1.7M | 2.6% | |
| Insurance Company * Principal Life International I Separate Account | Pooled Separate Accounts | — | — | $1.4M | 2.2% | |
| PRIN INTL EQ SEPARATE ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 048 | Pooled Separate Account | — | — | $1.4M | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $1.4M | 2.2% | |
| Insurance Company * Principal Life International Small-Cap Separate Account | Pooled Separate Accounts | — | — | $1.1M | 1.7% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $1.1M | 1.7% | |
| Vanguard Institutional Target Retirement 2060 Fund | Mutual Funds | — | — | $693K | 1.1% | |
| Insurance Company * Principal Life Small-Cap Separate Account | Pooled Separate Accounts | — | — | $691K | 1.1% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $691K | 1.1% | |
| Insurance Company * Principal Life Small-Cap Growth I Separate Account | Pooled Separate Accounts | — | — | $593K | 0.9% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $593K | 0.9% | |
| Insurance Company * Principal Life Mid-Cap S&P 400 Index Separate Account | Pooled Separate Accounts | — | — | $490K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $490K | 0.8% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $315K | 0.5% | |
| Vanguard Cash Reserve Fed Money Market Adm | Mutual Funds | — | — | $300K | 0.5% | |
| Insurance Company * Principal Life Small-Cap Value II Separate Account | Pooled Separate Accounts | — | — | $250K | 0.4% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $250K | 0.4% | |
| Vanguard Institutional Target Retirement Income Fund | Mutual Funds | — | — | $250K | 0.4% | |
| JP Morgan Mid-Cap Value | Other securities | — | — | $241K | 0.4% | |
| Vanguard Total Bond Market Index Admiral Fund | Mutual Funds | — | — | $219K | 0.3% | |
| Vanguard Institutional Target Retirement 2065 Fund | Mutual Funds | — | — | $154K | 0.2% | |
| Vanguard Institutional Target Retirement 2070 Fund | Mutual Funds | — | — | $39K | <0.1% | |
| (E) | Other securities | — | — | $39K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
