Debby Curtis signed Mayfair Management Group, LP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mayfair Management Group, LP's EIN is 26-0052388.
Download the official 2024 Form 5500 (PDF) for Mayfair Management Group, LP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mayfair Management Group, LP'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD, CO | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EDWARD D JONES & CO | 43-0345811 | — | INVESTMENT ADVISOR | $8K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.8M | 94.4% | |
| INDEXSELECT MODERATE 2035 FUND CL I Variable Annuities A N/A | Other securities | — | — | $730K | 38.8% | |
| INDEXSELECT MODERATE 2045 FUND CL I Variable Annuities A N/A | Other securities | — | — | $447K | 23.8% | |
| INDEXSELECT MODERATE RETIRE FUND CL I Variable Annuities A N/A | Other securities | — | — | $290K | 15.4% | |
| INDEXSELECT MODERATE 2055 FUND CL I Variable Annuities A N/A | Other securities | — | — | $152K | 8.1% | |
| MFS INTERNATIONAL GROWTH R6 Variable Annuities A N/A 187 PGIM HIGH YIELD R6 Variable Annuities A N/A 192 * Notes receivable from participants bearing interest at 4.25% - 9.50% - | Mutual Funds | — | — | $93K | 4.9% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL I Variable Annuities A N/A | Other securities | — | — | $53K | 2.8% | |
| INVESCO DISCOVERY MID CAP GROWTH R6 Variable Annuities A N/A 17 ISHARES RUSSELL 2000 SMALL-CAP IDX K Variable Annuities A N/A | Common Collective Trusts | — | — | $20K | 1.0% | |
| ISHARES S&P 500 INDEX K Variable Annuities A N/A | Common Collective Trusts | — | — | $19K | 1.0% | |
| BLACKROCK CORE BOND K Variable Annuities A N/A 333 INDEXSELECT AGGRESSIVE 2035 FUND CL I Variable Annuities A N/A | Other securities | — | — | $15K | 0.8% | |
| MassMutual Guaranteed Interest account General Insurance account N/A | Other securities | — | — | $12K | 0.6% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL I Variable Annuities A N/A | Other securities | — | — | $9K | 0.5% | |
| AMERICAN FUNDS SMALLCAP WORLD R6 Variable Annuities N/A | Mutual Funds | — | — | $4K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2045 FUND CL I Variable Annuities A N/A | Other securities | — | — | $3K | 0.2% | |
| INDEXSELECT CONSERVATIVE 2055 FUND CL I Variable Annuities A N/A | Other securities | — | — | $2K | <0.1% | |
| INDEXSELECT AGGRESSIVE RETIRE FUND CL I Variable Annuities A N/A | Other securities | — | — | $1K | <0.1% | |
| JPMORGAN SMALL CAP GROWTH R6 Variable Annuities A N/A 29591 LORD ABBETT BOND DEBENTURE R6 Variable Annuities A N/A 32 MASSMUTUAL BLUE CHIP GROWTH I Variable Annuities A N/A | U.S. Treasuries | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRG ADMINISTRATIVE SERVICES | — | AMHERST, NY | CONTRACT ADMIN | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GARETY AND ASSOCIATES CPA LLC | — | BATON ROUGE, LA | OTHER | $6K | — |
