Xiomara Larrosa signed MLD Mortgage, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MLD Mortgage, Inc.'s EIN is 22-3747694.
Download the official 2024 Form 5500 (PDF) for MLD Mortgage, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MLD Mortgage, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $10K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| M. HOLDINGS SECURITIES, INC. | 91-1802259 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.3M | 12.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.1M | 10.7% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.1M | 10.3% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $942K | 9.0% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $832K | 7.9% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $661K | 6.3% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $460K | 4.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $454K | 4.3% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $434K | 4.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $335K | 3.2% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $282K | 2.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $238K | 2.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $228K | 2.2% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $177K | 1.7% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $158K | 1.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $145K | 1.4% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $115K | 1.1% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $112K | 1.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $101K | 1.0% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $95K | 0.9% | |
| PUT DYNAMIC ASSET ALLOC GR R6 | Registered Investment Companies | — | — | $80K | 0.8% | |
| DFA INTL CORE EQUITY 2 INST | Registered Investment Companies | — | — | $78K | 0.7% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $78K | 0.7% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $73K | 0.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $69K | 0.7% | |
| NUVEEN RE SECURITIES SELECT R6 | Registered Investment Companies | — | — | $67K | 0.6% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $67K | 0.6% | |
| VAN INFL PROTECTED SEC - ADMR | Registered Investment Companies | — | — | $64K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $60K | 0.6% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $37K | 0.4% | |
| VAN INT TRM TREAS IDX ADM | Registered Investment Companies | — | — | $32K | 0.3% | |
| DIMENSIONAL GLOBAL EQTY - INST | Registered Investment Companies | — | — | $29K | 0.3% | |
| VAN TARG RETIRE 2065 | Registered Investment Companies | — | — | $26K | 0.3% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $22K | 0.2% | |
| LORD ABBETT SHORT DUR INC R6 | Registered Investment Companies | — | — | $20K | 0.2% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $19K | 0.2% | |
| MFS INTL NEW DISCCOVERY R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| HTFD BALANCED INCOME R6 | Registered Investment Companies | — | — | $12K | 0.1% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $27K |
| — |
