Stephanie Cooper signed Mid Atlantic Capital Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mid Atlantic Capital Group's EIN is 25-1442940.
Download the official 2024 Form 5500 (PDF) for Mid Atlantic Capital Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mid Atlantic Capital Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN PENSION BENEFITS | 25-1722805 | WEXFORD, PA | NONE | $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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-directed brokerage accounts Various equity and mutual fund investments | Self-Directed Brokerage | — | — | $11.5M | 16.3% | |
| Fidelity 500 Index Institutional Premium | Mutual Funds | — | — | $7.1M | 10.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $5.9M | 8.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $5.0M | 7.1% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.1M | 4.4% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $2.9M | 4.0% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.8M | 4.0% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $2.8M | 3.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.7M | 3.9% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.7M | 3.8% | |
| Vanguard Federal Money Market | Mutual Funds | — | — | $2.6M | 3.6% | |
| Fidelity Contrafund | Mutual Funds | — | — | $2.5M | 3.5% | |
| T. Rowe Price T. Rowe Price Growth Stock Class I | Other securities | — | — | $2.2M | 3.2% | |
| SPDR S&P Dividend ETF | Other securities | — | — | $1.6M | 2.3% | |
| Vanguard LifeStrategy Growth | Mutual Funds | — | — | $1.5M | 2.2% | |
| Vanguard Life Strategy Moderate Growth | Mutual Funds | — | — | $1.4M | 2.0% | |
| Cash equivalents * Mid Atlantic Trust Company Deposit Management Program I | Cash / Money Market | — | — | $1.3M | 1.8% | |
| Vanguard Wellington Fund Admiral | Mutual Funds | — | — | $1.2M | 1.7% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $1.2M | 1.7% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $876K | 1.2% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $748K | 1.1% | |
| Participants Participant loans (interest rates from 4.25% to 9.50%) | Bonds / Notes | — | — | $711K | 1.0% | |
| Fidelity Low-Priced Stock | Mutual Funds | — | — | $686K | 1.0% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $679K | 1.0% | |
| UNIFIED TRUST STABLE VALUE MASTER AMERICAN TRUST COMPANY · EIN 37-1992955 / PN 008 | Common Collective Trust | — | — | $612K | 0.9% | |
| Vanguard Intermediate Term Bond Index Admiral | Mutual Funds | — | — | $610K | 0.9% | |
| Harbor Small Cap Value | Other securities | — | — | $600K | 0.8% | |
| Hartford Schroders Hartford Schroders Emerging Markets | Other securities | — | — | $475K | 0.7% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $475K | 0.7% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $421K | 0.6% | |
| Columbia Mid Cap Index | Other securities | — | — | $394K | 0.6% | |
| Dodge & Cox Dodge & Cox Income Fund | Mutual Funds | — | — | $341K | 0.5% | |
| Harding Loevner Harding Loevner International Equity Portfolio | Other securities | — | — | $316K | 0.4% | |
| Vanguard Short Term Investment Grade | Mutual Funds | — | — | $253K | 0.4% | |
| DoubleLine Total Return Bond | Other securities | — | — | $247K | 0.3% | |
| Vanguard LifeStrategy Conservative Growth | Mutual Funds | — | — | $135K | 0.2% | |
| Vanguard LifeStrategy Income | Mutual Funds | — | — | $114K | 0.2% |
