Kelly Elrod signed MBO Partners' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MBO Partners' EIN is 22-2609042.
Download the official 2024 Form 5500 (PDF) for MBO Partners from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MBO Partners' plan includes ERISA 404(c) participant direction, a 401(k) feature, profit-sharing, a default investment (QDIA), a self-directed brokerage window.
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 | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $8K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $3.1M | 18.0% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | — | $3.0M | 17.5% | |
| T. Rowe Price Trp All-Cap Opps | Other securities | — | — | $1.7M | 10.0% | |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | — | $1.7M | 9.9% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | — | $1.2M | 7.1% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | — | — | $927K | 5.4% | |
| Fidelity Investments Fid Mid Cap Idx | Common Collective Trusts | — | — | $710K | 4.1% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $627K | 3.7% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $521K | 3.0% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $506K | 2.9% | |
| J.P. Morgan Asset Management Jpm Core Bond R6 | Other securities | — | — | $417K | 2.4% | |
| Invesco Ltd. Invs Sm Cap Val Y | Mutual Funds | — | — | $414K | 2.4% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $361K | 2.1% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $354K | 2.1% | |
| Fidelity Investments Fid Sm Cap Idx | Common Collective Trusts | — | — | $323K | 1.9% | |
| Fidelity Investments Fid Intl Index | Mutual Funds | — | — | $263K | 1.5% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $189K | 1.1% | |
| Fidelity Investments Fid Govt Mmkt K6 | Mutual Funds | — | — | $150K | 0.9% | |
| Fidelity Investments Fa Capital & Inc Z | Mutual Funds | — | — | $131K | 0.8% | |
| FLEXFIT+MOD 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275342 / PN 001 | Common Collective Trust | — | — | $129K | 0.7% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $88K | 0.5% | |
| Invesco Ltd. Invs Eqv Intlsmco R5 | Mutual Funds | — | — | $86K | 0.5% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $86K | 0.5% | |
| Fidelity Management Trust Company Self-managed | Mutual Funds | — | — | $27K | 0.2% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | — | $11K | <0.1% | |
| FLEXFIT+AGGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2114992 / PN 342 | Common Collective Trust | — | — | $9K | <0.1% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXFIT+CONS 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 36-6071399 / PN 917 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2261612 / PN 330 | Common Collective Trust | — | — | $754 | <0.1% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST CO. · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
