ANDY Molzahn signed The Markham Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Markham Group LLC's EIN is 20-8043786.
Download the official 2024 Form 5500 (PDF) for The Markham Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Markham Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KEY ADVISORY LLC | 88-2019428 | — | CONSULTANT | $9K | — |
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 | |||||
|---|---|---|---|---|---|---|
| WP SR AGGRESSIVE 2 ALTA TRUST COMPANY · EIN 81-2752913 / PN 001 | Common Collective Trust | — | — | $3.1M | 44.5% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $602K | 8.6% | |
| Vanguard Large Cap Index Fund | Common Collective Trusts | — | — | $593K | 8.5% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $523K | 7.5% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $386K | 5.5% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $318K | 4.6% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $312K | 4.5% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $265K | 3.8% | |
| WP SR BALANCED 2 ALTA TRUST COMPANY · EIN 81-2820802 / PN 001 | Common Collective Trust | — | — | $153K | 2.2% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $99K | 1.4% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $96K | 1.4% | |
| Fidelity Freedom Index 2015 Fund | Mutual Funds | — | — | $59K | 0.8% | |
| Vanguard FTSE All-World ex-US Index Fund | Common Collective Trusts | — | — | $48K | 0.7% | |
| WP SR GROWTH 2 ALTA TRUST COMPANY · EIN 81-2787171 / PN 001 | Common Collective Trust | — | — | $35K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $34K | 0.5% | |
| WP SR MODERATE 2 ALTA TRUST COMPANY · EIN 81-2877419 / PN 001 | Common Collective Trust | — | — | $30K | 0.4% | |
| Standard Insurance Company Stable Asset Fund II | Common Stocks | — | — | $26K | 0.4% | |
| Fidelity Emerging Markets Index Fund | Common Collective Trusts | — | — | $25K | 0.4% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $21K | 0.3% | |
| Notes receivable from Loans to participants, interest rates ranging participants from 4.25% to 9.50% with various maturities - | Bonds / Notes | — | — | $11K | 0.2% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $10K | 0.1% | |
| Vanguard Short-Term Bond Index | Mutual Funds | — | — | $4K | <0.1% | |
| WP SR CONSEVATIVE 2 ALTA TRUST COMPANY · EIN 81-2856710 / PN 001 | Common Collective Trust | — | — | $1 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
