Craig Velasquez signed MOTT Macdonald Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MOTT Macdonald Group, Inc.'s EIN is 22-3789761.
Download the official 2024 Form 5500 (PDF) for MOTT Macdonald Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MOTT Macdonald Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $367K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $94K | — |
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.
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 LLP | 13-5381590 | — | NONE | $32K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $218 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Common Collective Trusts | — | — | $98.7M | 20.2% | |
| NUVEEN WINSLOW LARGE CAP GR C Common Collective Trust Fund | Common Collective Trusts | — | — | $47.2M | 9.7% | |
| WINSLOW LARGE CAP GROWTH FUND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $47.2M | 9.7% | |
| SCHWAB MANAGED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 010 | Common Collective Trust | — | — | $32.0M | 6.5% | |
| SCHWAB MANAGED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 003 | Common Collective Trust | — | — | $27.9M | 5.7% | |
| SCHWAB MANAGED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 004 | Common Collective Trust | — | — | $26.2M | 5.3% | |
| PIMCO RAE FOUNDERS CIT GREAT GRAY TRUST COMPANY,LLC · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $23.3M | 4.8% | |
| EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $22.6M | 4.6% | |
| MORLEY STABLE VALUE FNUD PRINCIPAL GLOBAL INVESTORS TRUST COMPANY · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $22.2M | 4.5% | |
| ALLSPRING CORE BOND ADMIN 42 DODGE & COX INCOME X | Mutual Funds | — | — | $21.9M | 4.5% | |
| VANGUARD MIDCAP INDEX INSTL | Mutual Funds | — | — | $18.8M | 3.8% | |
| VANGUARD SMCAP GRTH INDEX INST | Mutual Funds | — | — | $15.3M | 3.1% | |
| VANGUARD TOTAL INTL STK INSTL Registered Investment Company | Mutual Funds | — | — | $15.3M | 3.1% | |
| LOOMIS SAYLES SMCP V1 | Other securities | — | — | $13.8M | 2.8% | |
| SCHWAB MANAGED RET TR FUND 2025 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 007 | Common Collective Trust | — | — | $13.2M | 2.7% | |
| VANGUARD SM CAP INDEX INSTL Registered Investment Company | Mutual Funds | — | — | $12.1M | 2.5% | |
| VANGUARD TOTAL INTL STK INSTL | Mutual Funds | — | — | $12.1M | 2.5% | |
| SCHWAB MANAGED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 022 | Common Collective Trust | — | — | $10.4M | 2.1% | |
| CONTESTOGA SMALL CAP GROWTH A COMERICA BANK & TRUST, NATIONAL ASSOCIATION · EIN 82-6178890 / PN 001 | Common Collective Trust | — | — | $10.1M | 2.1% | |
| SCHWAB MANAGED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 008 | Common Collective Trust | — | — | $10.1M | 2.1% | |
| SCHWAB MANAGED RET TR FUND 2020 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 002 | Common Collective Trust | — | — | $9.7M | 2.0% | |
| SCHWAB MANAGED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 009 | Common Collective Trust | — | — | $9.2M | 1.9% | |
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $8.8M | 1.8% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $8.4M | 1.7% | |
| VANGUARD TTL BOND MKT IDX ADM | Common Collective Trusts | — | — | $8.0M | 1.6% | |
| SCHWAB TREAS INFL PRO SECS IDX | Common Collective Trusts | — | — | $7.6M | 1.6% | |
| SCHWAB MANAGED RETR TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $3.0M | 0.6% | |
| SCHWAB MANAGED RET TR FUND 2015 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 006 | Common Collective Trust | — | — | $2.7M | 0.5% | |
| Participant Loans Interest rates ranging from 3.75% to 9.00% - | Bonds / Notes | — | — | $2.4M | 0.5% | |
| SCHWAB FUNDMTL INT SMMID INDEX | Mutual Funds | — | — | $768K | 0.2% | |
| SCHWAB MANAGED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 001 | Common Collective Trust | — | — | $722K | 0.1% | |
| SCHWAB MANAGED RET TR FUND - INCOME CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 005 | Common Collective Trust | — | — | $682K | 0.1% | |
| SCHWAB MANAGED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 020 | Common Collective Trust | — | — | $884 | <0.1% |
