Craig Velasquez signed MOTT Macdonald I&E, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MOTT Macdonald I&E, LLC's EIN is 22-1613021.
Download the official 2024 Form 5500 (PDF) for MOTT Macdonald I&E, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MOTT Macdonald I&E, LLC's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Baird Aggregate BD Inst | Other securities | — | $3.4M | $3.4M | 24.0% | |
| Harbor Core Bond Retirement | Other securities | — | $3.4M | $3.4M | 24.0% | |
| Vanguard Long Term Investment Grade Admiral Shares | Mutual Funds | — | $3.4M | $3.3M | 23.6% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | $695K | $1.4M | 9.7% | |
| Vanguard Short Term Investment Grade Admiral Shares | Mutual Funds | — | $1.1M | $1.1M | 8.1% | |
| Fidelity Total Intl Index | Mutual Funds | — | $951K | $979K | 7.0% | |
| Fidelity Extended Mkt Index Fund | Common Collective Trusts | — | $444K | $516K | 3.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, P.C. | 13-5381590 | — | NONE | $30K | — |
| OCTOBER THREE CONSULTING GROUP LLC | 27-1175487 | — | NONE | $5K | — |
| CHARLES SCHWAB & CO., INC | 94-1737782 | — | NONE | $0 | — |
