Michael Sappenfield signed Mellott Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mellott Company, LLC's EIN is 23-1415787.
Download the official 2024 Form 5500 (PDF) for Mellott Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mellott Company, LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | — | $3.8M | 13.4% | |
| T. Rowe Price T. Rowe Price Growth Stock | Other securities | — | — | $3.6M | 12.8% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $3.2M | 11.3% | |
| MFS Value | Mutual Funds | — | — | $2.8M | 9.7% | |
| American Funds American Funds 2025 Target Date | Mutual Funds | — | — | $1.6M | 5.7% | |
| American Funds American Funds 2040 Target Date | Mutual Funds | — | — | $1.6M | 5.6% | |
| Allspring Special Mid Cap Value | Other securities | — | — | $1.3M | 4.6% | |
| Vanguard Total International Stock Index | Mutual Funds | — | — | $1.2M | 4.3% | |
| American Funds American Funds 2045 Target Date | Mutual Funds | — | — | $1.2M | 4.2% | |
| Allspring Core Bond | Mutual Funds | — | — | $1.1M | 3.8% | |
| American Funds American Funds 2050 Target Date | Mutual Funds | — | — | $989K | 3.5% | |
| American Funds American Funds 2030 Target Date | Mutual Funds | — | — | $961K | 3.4% | |
| MFS Total Return | Mutual Funds | — | — | $837K | 2.9% | |
| American Century American Century Small Cap Value | Other securities | — | — | $835K | 2.9% | |
| American Century American Century Small Cap Growth | Other securities | — | — | $829K | 2.9% | |
| American Funds American Funds 2055 Target Date | Mutual Funds | — | — | $419K | 1.5% | |
| Participant Loans Interest at 4.25% - 9.50% 0 | Bonds / Notes | — | — | $377K | 1.3% | |
| American Funds American Funds 2035 Target Date | Mutual Funds | — | — | $259K | 0.9% | |
| American Funds American Funds 2060 Target Date | Mutual Funds | — | — | $218K | 0.8% | |
| Vanguard Mid Cap Index | Mutual Funds | — | — | $213K | 0.7% | |
| Vanguard Total Bond Market Index | Mutual Funds | — | — | $202K | 0.7% | |
| MFS International Growth | Mutual Funds | — | — | $190K | 0.7% | |
| JPMorgan Emerging Markets Equity | Other securities | — | — | $184K | 0.6% | |
| American Funds American Funds 2065 Target Date | Mutual Funds | — | — | $154K | 0.5% | |
| JPMorgan Mid Cap Growth | Other securities | — | — | $127K | 0.4% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $107K | 0.4% | |
| American Funds American Funds 2020 Target Date | Mutual Funds | — | — | $47K | 0.2% | |
| PRINCIPAL US REIT PRINCIPAL GLOBAL INVESTORS TRUST · EIN 82-2725212 / PN 001 | Common Collective Trust | — | — | $35K | 0.1% | |
| American Funds American Funds 2010 Target Date | Mutual Funds | — | — | $28K | <0.1% | |
| Vanguard International Value | Mutual Funds | — | — | $18K | <0.1% | |
| the amount reported on the statement of net assets available for plan benefits of $13,775 represents participant loans deemed distributed for 5500 purposes | Participant loans | — | — | $14K | <0.1% | |
| Money Market Fund * Fidelity Investments Fidelity Government Money Market | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
