Arianna Weniger signed Foley, Incorporated's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Foley, Incorporated's EIN is 22-0917100.
Download the official 2024 Form 5500 (PDF) for Foley, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Foley, Incorporated's plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CAPITAL GROUP LLC | — | RED BANK, NJ | INVESTMENT ADVISOR | $98K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Insurance general account (Stable Value) Guaranteed investment contract | Stable Value | — | — | $22.3M | 18.0% | |
| American Funds 2035 Target Date Retirement Mutual fund | Mutual Funds | — | — | $11.8M | 9.5% | |
| MM SANDP 500 INDEX I MASSMUTUAL · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $9.1M | 7.4% | |
| American Funds 2025 Target Date Retirement Mutual fund | Mutual Funds | — | — | $8.0M | 6.5% | |
| American Funds 2030 Target Date Retirement Mutual fund | Mutual Funds | — | — | $7.7M | 6.2% | |
| American Funds 2045 Target Date Retirement Mutual fund | Mutual Funds | — | — | $7.0M | 5.6% | |
| AB Large Cap Growth Fund Mutual fund | Other securities | — | — | $6.8M | 5.5% | |
| American Funds 2040 Target Date Retirement Mutual fund | Mutual Funds | — | — | $6.8M | 5.5% | |
| MASSMUTUAL MID CAP GROWTH R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $5.7M | 4.6% | |
| American Funds 2055 Target Date Retirement Mutual fund | Mutual Funds | — | — | $4.9M | 3.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R5 AMERICAN FUNDS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.8M | 3.9% | |
| American Funds 2050 Target Date Retirement Mutual fund | Mutual Funds | — | — | $4.2M | 3.4% | |
| American Funds New Perspective R5 Mutual fund | Mutual Funds | — | — | $2.8M | 2.3% | |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $2.7M | 2.1% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.5M | 2.0% | |
| AMERICAN FUNDS AMERICAN BALANCED R5 AMERICAN FUNDS · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.5M | 2.0% | |
| American Funds 2020 Target Date Retirement Mutual fund | Mutual Funds | — | — | $2.0M | 1.6% | |
| COLUMBIA SELECT MID CAP VALUE INSTL COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $2.0M | 1.6% | |
| American Funds 2060 Target Date Retirement Mutual fund | Mutual Funds | — | — | $1.6M | 1.3% | |
| MASSMUTUAL SMALL CAP OPPS R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.5M | 1.2% | |
| secured by participant account balance | Other securities | — | — | $1.3M | 1.1% | |
| Prm Inf-Pro and Icm (MassMutual) Separate investment account | Other securities | — | — | $1.2M | 0.9% | |
| MASSMUTUAL INFL-PROT AND INC R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.2M | 0.9% | |
| BlackRock Strategic Global Bond Instl Mutual fund | Other securities | — | — | $1.0M | 0.8% | |
| MASSMUTUAL SMALL CAP GR EQ R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.0M | 0.8% | |
| American Funds New World Fund R5 Mutual fund | Mutual Funds | — | — | $834K | 0.7% | |
| Cohen & Steers Realty Shares Z Mutual fund | Other securities | — | — | $728K | 0.6% | |
| MASSMUTUAL HIGH YIELD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $655K | 0.5% | |
| American Funds 2065 Target Date Retirement Mutual fund | Mutual Funds | — | — | $396K | 0.3% | |
| American Funds 2015 Target Date Retirement Mutual fund | Mutual Funds | — | — | $11K | <0.1% | |
| MASS MUTUAL US GOVT MNY MKT R5 MASS MUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $6K | <0.1% | |
| American Funds 2010 Target Date Retirement Mutual fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
