Alecia Manley signed Mazzoni Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mazzoni Center's EIN is 23-2176338.
Download the official 2024 Form 5500 (PDF) for Mazzoni Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mazzoni Center's plan includes 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | NONE | $25K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $3K | — |
| NATIONWIDE RETIREMENT PLANS | — | COLUMBUS, OH | NONE | $987 | — |
| Name | EIN | Location |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T. Rowe Price Retirement 2045 | Other securities | — | — | $812K | 14.2% | |
| T. Rowe Price T. Rowe Price Retirement 2040 | Other securities | — | — | $705K | 12.3% | |
| T. Rowe Price T. Rowe Price Retirement 2055 | Other securities | — | — | $624K | 10.9% | |
| Massachusetts Financial Services MFS Diversified Income R4 | Mutual Funds | — | — | $600K | 10.5% | |
| T. Rowe Price T. Rowe Price Retirement 2050 | Other securities | — | — | $509K | 8.9% | |
| T. Rowe Price T. Rowe Price Retirement 2025 | Other securities | — | — | $367K | 6.4% | |
| Vanguard Extended Market Index Adm | Mutual Funds | — | — | $323K | 5.6% | |
| T. Rowe Price T. Rowe Price Retirement 2060 | Other securities | — | — | $289K | 5.0% | |
| Nationwide Fixed Income Fund | Other securities | — | — | $189K | 3.3% | |
| Nationwide GCG US Quality Equity Fund | Other securities | — | — | $185K | 3.2% | |
| Vanguard Total International Stock Index Adml 106 Vanguard Total Stock Mkt Idx Adm 259 Vanguard Explorer Adm 67 Morgan Stanley Morgan Stanley Inst Global Opp I | Common Collective Trusts | — | — | $183K | 3.2% | |
| Participants Participant Loans Rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $151K | 2.6% | |
| Lord Abbett Lord Abbett Floating Rate Fund Class R5 13 Dimensional Fund Advisors DFA US Large Cap Value | Mutual Funds | — | — | $134K | 2.3% | |
| T. Rowe Price T. Rowe Price Retirement 2035 | Other securities | — | — | $127K | 2.2% | |
| Oppenheimer Invesco Oppenheimer International Growth | Mutual Funds | — | — | $92K | 1.6% | |
| T. Rowe Price T. Rowe Price Capital Appreciation | Other securities | — | — | $82K | 1.4% | |
| MACQUARIE MDCP GRWTH FND - INSTITUTIONAL MUTUAL FUND | Other securities | — | — | $73K | 1.3% | |
| Vanguard Real Estate Index Adml | Mutual Funds | — | — | $38K | 0.7% | |
| Goldman Sachs Goldman Sachs SMCPEQ Insights Inst | Other securities | — | — | $37K | 0.6% | |
| Principal Real Estate Securities Inst Fund 29 PGIM Investments PGIM Total Return Bond R6 56 Loomis Sayles Loomis Sayles Bond Instl | Other securities | — | — | $36K | 0.6% | |
| Columbia Select Large Cap Growth R5 123 Vanguard 500 Index Adm | Common Collective Trusts | — | — | $31K | 0.5% | |
| PIMCO Emerging Markets Lcl Crn Bd 11 PIMCO Real Return Fund Institutional Class 35 Parnassus Value Equity Fund Investor Shares | Mutual Funds | — | — | $30K | 0.5% | |
| VIC SYC ESTBLSHD VAL I MUTUAL FUND | Other securities | — | — | $27K | 0.5% | |
| American Beacon American Beacon Intl Equity Instl 128 T. Rowe Price T. Rowe Price Retirement 2015 | Other securities | — | — | $15K | 0.3% | |
| T. Rowe Price T. Rowe Price Retirement 2065 | Other securities | — | — | $12K | 0.2% | |
| T. Rowe Price T. Rowe Price Retirement 2030 | Other securities | — | — | $11K | 0.2% | |
| GDMNSCS SMCAP VAL INST MUTUAL FUND | Other securities | — | — | $7K | 0.1% | |
| Goldman Sachs Goldman Sachs Small Cap Value Instl | Other securities | — | — | $7K | 0.1% | |
| T. Rowe Price T. Rowe Price Retirement Balanced | Other securities | — | — | $3K | <0.1% | |
| TROWEPR RTRMT BAL MUTUAL FUND | Other securities | — | — | $3K | <0.1% | |
| PGIM Investments PGIM High Yield Z | Other securities | — | — | $3K | <0.1% | |
| PGIM HI YLD Z MUTUAL FUND | Other securities | — | — | $3K | <0.1% | |
| VICTORY NASDAQ-100 INDEX FUND R6 SHARES MUTUAL FUND | Common Collective Trusts | — | — | $3K | <0.1% | |
| JNS TRITON T MUTUAL FUND | Other securities | — | — | $2K | <0.1% | |
| DFA Emerging Markets Core Equity I 121 Janus Triton T | Mutual Funds | — | — | $2K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2005 | Other securities | — | — | $2K | <0.1% | |
| TROWEPR RTRMT 2005 MUTUAL FUND | Other securities | — | — | $2K | <0.1% | |
| T. Rowe Price T. Rowe Price Retirement 2020 | Other securities | — | — | $2K | <0.1% | |
| TROWEPR RTRMT 2020 MUTUAL FUND | Other securities | — | — | $2K | <0.1% | |
| AMCENT SHTDRINFLPRTBD R5 MUTUAL FUND | Other securities | — | — | $1K | <0.1% | |
| American Century American Century Short Dur Inf PrBd Inst | Other securities | — | — | $1K | <0.1% | |
| PIMCO INTL BDUSDLRHDGINST MUTUAL FUND | Mutual Funds | — | — | $1K | <0.1% | |
| PIMCO International Bond (USD-Hdg) Inst | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| LPL FINANCIAL LLC-RPCP | — | SAN DIEGO, CA | NONE | $19K | — |
