Jaclyn Whitaker signed Mid-Atlantic Door Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mid-Atlantic Door Group, Inc.'s EIN is 26-0041457.
Download the official 2024 Form 5500 (PDF) for Mid-Atlantic Door Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mid-Atlantic Door Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL | 04-3046611 | — | ADVISOR | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Funds Blue Chip Growth Fund Investor - | Other securities | — | — | $1.6M | 13.2% | |
| T. Rowe Price Funds Spectrum Moderate Growth Allocation - | Other securities | — | — | $1.4M | 11.2% | |
| Fund Investor BlackRock Mid-Cap Growth Equity Portfolio - | Other securities | — | — | $1.2M | 9.4% | |
| Institutional Vanguard Explorer Fund Investor - | Mutual Funds | — | — | $1.1M | 8.8% | |
| Dodge & Cox Dodge & Cox Stock Fund I - | Mutual Funds | — | — | $992K | 8.1% | |
| Vanguard 500 Index Fund Investor - | Common Collective Trusts | — | — | $657K | 5.4% | |
| Vanguard Federal Money Market Investor - | Mutual Funds | — | — | $624K | 5.1% | |
| Vanguard Target Retirement 2045 Fund - | Mutual Funds | — | — | $509K | 4.2% | |
| T. Rowe Price Funds Spectrum Conservative Allocation Fund - | Other securities | — | — | $414K | 3.4% | |
| Investor Vanguard Target Retirement 2030 Fund - | Mutual Funds | — | — | $380K | 3.1% | |
| Dodge & Cox Balanced Fund I - | Mutual Funds | — | — | $324K | 2.6% | |
| various maturities through June 2034 Total Notes Receviable - | Other securities | — | — | $316K | 2.6% | |
| Participant loans Interest rates from 4.25%- 9.50%, with - | Bonds / Notes | — | — | $316K | 2.6% | |
| Vanguard Mid Cap Index Investor - | Mutual Funds | — | — | $306K | 2.5% | |
| T. Rowe Price Funds Spectrum Moderate Growth Allocation Fund - | Other securities | — | — | $294K | 2.4% | |
| Investor Vanguard Total International Stock Index Fund - | Common Collective Trusts | — | — | $292K | 2.4% | |
| Investor Vanguard Target Retirement 2055 Fund - | Mutual Funds | — | — | $249K | 2.0% | |
| Vanguard Target Retirement 2040 Fund - | Mutual Funds | — | — | $236K | 1.9% | |
| Dodge & Cox Income Fund I - | Mutual Funds | — | — | $225K | 1.8% | |
| Vanguard Short-Term Federal Fund Investor - | Mutual Funds | — | — | $214K | 1.7% | |
| Vanguard Small-Cap Value Index Investor - | Mutual Funds | — | — | $183K | 1.5% | |
| Vanguard Target Retirement 2050 Fund - | Mutual Funds | — | — | $172K | 1.4% | |
| Vanguard Target Retirement 2035 Fund - | Mutual Funds | — | — | $142K | 1.2% | |
| Vanguard Target Retirement 2065 Fund - | Mutual Funds | — | — | $88K | 0.7% | |
| Vanguard Target Retirement 2060 Fund - | Mutual Funds | — | — | $81K | 0.7% | |
| Vanguard Health Care Fund Investor - | Mutual Funds | — | — | $72K | 0.6% | |
| Vanguard Target Retirement 2025 Fund - | Mutual Funds | — | — | $66K | 0.5% | |
| Vanguard Small-Cap Index Fund Investor - | Common Collective Trusts | — | — | $62K | 0.5% | |
| Vanguard Selected Value Fund Investor - | Mutual Funds | — | — | $33K | 0.3% | |
| Vanguard Real Estate Index Fund Investor - | Common Collective Trusts | — | — | $28K | 0.2% | |
| Vanguard Target Retirement 2020 Fund - | Mutual Funds | — | — | $24K | 0.2% | |
| Federated Hermes Institutional High Yield Bond Fund - | Other securities | — | — | $20K | 0.2% | |
| Vanguard Target Retirement 2070 Fund - | Mutual Funds | — | — | $13K | 0.1% | |
| The American Funds New World Fund R6 - | Mutual Funds | — | — | $3K | <0.1% | |
| PIMCO Real Return Fund Institutional - | Mutual Funds | — | — | $2K | <0.1% | |
| PIMCO Diversified Income Fund Institutional - | Mutual Funds | — | — | $2K | <0.1% | |
| Vanguard Target Retirement Income Fund - | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
