Sallie Holmes signed MHY Family Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MHY Family Services' EIN is 25-1793268.
Download the official 2024 Form 5500 (PDF) for MHY Family Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MHY Family Services' plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE | 35-0145825 | — | NONE | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRAGASSO GROUP INC. | 25-1773014 | — | NONE | $6K | — |
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 | |||||
|---|---|---|---|---|---|---|
| AUL AMERICAN UNIT TRUST AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $1.3M | 52.5% | |
| Vanguard Target Retirement 2070 Inv N/R 63 * TIAA Traditional Non Benefit Responsive N/R | Mutual Funds | — | — | $385K | 15.1% | |
| Vanguard Target Retirement 2045 Inv N/R | Mutual Funds | — | — | $198K | 7.8% | |
| Vanguard Target Retirement 2035 Inv N/R | Mutual Funds | — | — | $189K | 7.4% | |
| Vanguard Target Retirement 2030 Inv N/R | Mutual Funds | — | — | $173K | 6.8% | |
| Vanguard Target Retirement 2050 Inv N/R | Mutual Funds | — | — | $147K | 5.8% | |
| Vanguard Target Retirement 2040 Inv N/R | Mutual Funds | — | — | $131K | 5.1% | |
| , * American United Life Ins. Co. AUL Stable Value Account N/R | Guaranteed Income / GIC | — | — | $96K | 3.8% | |
| Vanguard Target Retirement 2060 Inv N/R | Mutual Funds | — | — | $94K | 3.7% | |
| CREF Stock N/R | Mutual Funds | — | — | $91K | 3.6% | |
| CREF Growth N/R | Mutual Funds | — | — | $73K | 2.9% | |
| TIAA Access NUV Lifecycle 2030 N/R | Mutual Funds | — | — | $73K | 2.8% | |
| CREF Equity Index N/R | Common Collective Trusts | — | — | $73K | 2.8% | |
| Vanguard 500 Index Adm N/R | Common Collective Trusts | — | — | $71K | 2.8% | |
| Vanguard Target Retirement 2025 Inv N/R | Mutual Funds | — | — | $63K | 2.5% | |
| TIAA Access NUV Lifecycle 2050 N/R | Mutual Funds | — | — | $58K | 2.3% | |
| CREF Money Market N/R | Mutual Funds | — | — | $55K | 2.1% | |
| TIAA Access NUV Lg-Cap Gr N/R | Mutual Funds | — | — | $47K | 1.8% | |
| Vanguard Target Retirement 2065 Inv N/R | Mutual Funds | — | — | $46K | 1.8% | |
| CREF Global Equities N/R | Mutual Funds | — | — | $31K | 1.2% | |
| Vanguard Dev Mkts Idx Adm N/R | Common Collective Trusts | — | — | $29K | 1.1% | |
| TIAA Access NUV Equity Idx N/R | Common Collective Trusts | — | — | $26K | 1.0% | |
| Vanguard Equity-Income Adm N/R | Mutual Funds | — | — | $23K | 0.9% | |
| TIAA Real Estate N/R | Mutual Funds | — | — | $21K | 0.8% | |
| TIAA Access NUV Qt Sm Cp Eq N/R | Mutual Funds | — | — | $20K | 0.8% | |
| TIAA Access NUV Lg-Cap Val N/R | Mutual Funds | — | — | $20K | 0.8% | |
| TIAA Access NUV Mid-Cap Grw N/R | Mutual Funds | — | — | $19K | 0.7% | |
| TIAA REAL ESTATE TIAA-CREF · EIN 13-1624203 / PN 004 | Pooled Separate Account | — | — | $18K | 0.7% | |
| (with varying maturity dates) | Other securities | — | — | $16K | 0.6% | |
| TIAA Access NUV Lifecycle 2035 N/R 809 TIAA Access NUV Lifecycle 2040 N/R | Mutual Funds | — | — | $15K | 0.6% | |
| DFA Em Mkts Core Equity I N/R | Mutual Funds | — | — | $14K | 0.6% | |
| TIAA Access NUV Intl Equity N/R | Mutual Funds | — | — | $14K | 0.6% | |
| CREF Inflation-Linked Bond N/R | Mutual Funds | — | — | $13K | 0.5% | |
| TIAA Access NUV Mid-Cap Val N/R | Mutual Funds | — | — | $13K | 0.5% | |
| Vanguard Small Cap Index Adm N/R 648 Vanguard US Growth Adm N/R | Mutual Funds | — | — | $12K | 0.5% | |
| CREF Social Choice N/R 187 CREF Core Bond N/R | Mutual Funds | — | — | $10K | 0.4% | |
| Allspring Spec SM Cap Value R6 N/R | Other securities | — | — | $9K | 0.4% | |
| Vanguard Target Retirement Income Inv N/R | Mutual Funds | — | — | $9K | 0.3% | |
| TIAA Access NUV Sm-Cap BI Ix N/R | Mutual Funds | — | — | $9K | 0.3% | |
| Loomis Sayles Loomis Sayles SM Cap GR N N/R | Other securities | — | — | $8K | 0.3% | |
| Vanguard Target Retirement 2020 Inv N/R | Mutual Funds | — | — | $8K | 0.3% | |
| Allspring Spec MD Cap Value R6 N/R | Other securities | — | — | $7K | 0.3% | |
| Vanguard Int-Term Bond Idx Adm N/R | Common Collective Trusts | — | — | $7K | 0.3% | |
| Fed Herm Total Return Bond R6 N/R | Other securities | — | — | $7K | 0.3% | |
| TIAA Access NUV Core Equity N/R | Mutual Funds | — | — | $7K | 0.3% | |
| T. Rowe Price Troweprice Overseas Stock I N/R | Other securities | — | — | $7K | 0.3% | |
| TIAA Access NUV Lgcp Res Eq N/R | Mutual Funds | — | — | $7K | 0.3% | |
| Blackrock Mid-Cap Gro Equity K N/R | Other securities | — | — | $6K | 0.2% | |
| TIAA Access NUV Lifecycle 2025 N/R | Mutual Funds | — | — | $6K | 0.2% | |
| TIAA Access NUV Core Pl Bd N/R | Mutual Funds | — | — | $5K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
