Jennifer Brown signed Munck Wilson Mandala, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Munck Wilson Mandala, LLP's EIN is 26-3990304.
Download the official 2024 Form 5500 (PDF) for Munck Wilson Mandala, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Munck Wilson Mandala, LLP'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 |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INWEST RETIREMENT SOLUTIONS | — | MIDLAND, TX | TPA | $15K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2030 Fund Registered investment company | Mutual Funds | — | — | $4.7M | 13.1% | |
| Fid 500 Index Registered investment company | Common Collective Trusts | — | — | $3.8M | 10.6% | |
| Nuveen Lifecycle Index 2045 Fund Registered investment company | Mutual Funds | — | — | $3.4M | 9.4% | |
| Nuveen Lifecycle Index 2025 Fund Registered investment company | Mutual Funds | — | — | $3.1M | 8.5% | |
| Nuveen Lifecycle Index 2035 Fund Registered investment company | Mutual Funds | — | — | $2.8M | 7.8% | |
| Nuveen Lifecycle Index 2050 Fund Registered investment company | Mutual Funds | — | — | $2.4M | 6.8% | |
| Nuveen Lifecycle Index 2040 Fund Registered investment company | Mutual Funds | — | — | $2.4M | 6.6% | |
| WELLS FARGO BANK, NATIONAL ASSOC GALLIARD STBL RTN C · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $1.6M | 4.3% | |
| Fid Lg Cap Gr Indx Registered investment company | Mutual Funds | — | — | $1.4M | 3.9% | |
| Vngrd 500 Index Fd As Registered investment company | Common Collective Trusts | — | — | $1.0M | 2.9% | |
| Vngrd Val Indx Adml Registered investment company | Common Stocks | — | — | $1.0M | 2.8% | |
| Vngrd Info Tech Indx Adml Registered investment company | Common Stocks | — | — | $761K | 2.1% | |
| Nuveen Lifecycle Index 2060 Fund Registered investment company | Mutual Funds | — | — | $612K | 1.7% | |
| Nuveen Lifecycle Index 2055 Fund Registered investment company | Mutual Funds | — | — | $572K | 1.6% | |
| Nuveen Lifecycle Index 2020 Fund Registered investment company | Mutual Funds | — | — | $475K | 1.3% | |
| Vngrd Mdcap Gr Indx Adml Registered investment company | Common Stocks | — | — | $469K | 1.3% | |
| Amfds Am Hi Inc Tr R6 Registered investment company | Common Stocks | — | — | $464K | 1.3% | |
| Vngrd Smcap Gr Indx Adml Registered investment company | Common Stocks | — | — | $384K | 1.1% | |
| Nuveen Lifecycle Index 2015 Fund Registered investment company | Mutual Funds | — | — | $325K | 0.9% | |
| Hartford Int Eq R6 Registered investment company | Common Stocks | — | — | $316K | 0.9% | |
| Fid Mdcap Indx Registered investment company | Mutual Funds | — | — | $298K | 0.8% | |
| Vngrd Ttl Intl Bd Idx Adml Registered investment company | Common Collective Trusts | — | — | $284K | 0.8% | |
| Fid Intl Indx Registered investment company | Mutual Funds | — | — | $283K | 0.8% | |
| Nuveen Lifecycle Index 2010 Fund Registered investment company | Mutual Funds | — | — | $263K | 0.7% | |
| Fid Smcap Indx Registered investment company | Mutual Funds | — | — | $262K | 0.7% | |
| Federated Hermes US Treasury Registered investment company | U.S. Treasuries | — | — | $201K | 0.6% | |
| Vngrd Mid-Cap Idx Fd As Registered investment company | Common Collective Trusts | — | — | $196K | 0.5% | |
| Macquarie Corp Bd Inst Registered investment company | Common Stocks | — | — | $187K | 0.5% | |
| Vngrd Intmdtrm Bd Indxadml Registered investment company | Common Stocks | — | — | $183K | 0.5% | |
| Nuveen Lifecycle Index 2065 Fund Registered investment company | Mutual Funds | — | — | $164K | 0.5% | |
| Vngrd Gr Indx Adml Registered investment company | Common Stocks | — | — | $156K | 0.4% | |
| Pgim Hi Yld Z Registered investment company | Common Stocks | — | — | $154K | 0.4% | |
| Vngrd Smcap Val Indx Adml Registered investment company | Common Stocks | — | — | $142K | 0.4% | |
| Trowepr Lgcap Gr I Registered investment company | Common Stocks | — | — | $94K | 0.3% | |
| Vngrd Mdcap Val Indx Adml Registered investment company | Common Stocks | — | — | $92K | 0.3% | |
| Vngrd Hlth Care Indx Adml Registered investment company | Common Stocks | — | — | $82K | 0.2% | |
| Fid Emrg Mkt Indx Registered investment company | Mutual Funds | — | — | $73K | 0.2% | |
| Jpm Emrg Mkt Eq R6 Registered investment company | Common Stocks | — | — | $59K | 0.2% | |
| Vngrd Ttl Stmkt Indx Fd As Registered investment company | Common Stocks | — | — | $58K | 0.2% | |
| Ambcn Ark Trans Innov Y Registered investment company | Common Stocks | — | — | $42K | 0.1% | |
| Trowepr Divrs Mdcap Gr Registered investment company | Common Stocks | — | — | $36K | 0.1% | |
| Nationwide Fixed Select Contract Guaranteed investment contract | Stable Value | — | — | $36K | 0.1% | |
| Nuveen Lifecycle Indx Ret Income Fund Registered investment company | Mutual Funds | — | — | $35K | <0.1% | |
| Fidadv Gr Oppr Inst Registered investment company | Common Stocks | — | — | $32K | <0.1% | |
| Trowepr Ovrseas Stk Registered investment company | Common Stocks | — | — | $29K | <0.1% | |
| Trowepr Scnc Tech Registered investment company | Common Stocks | — | — | $25K | <0.1% | |
| Trowe Multsctr Bd I Registered investment company | Common Stocks | — | — | $24K | <0.1% | |
| Trowepr Intgrtdussmcp Eq 1 Registered investment company | Common Stocks | — | — | $24K | <0.1% | |
| Fed Hrms Gov Oblgtns Prmr Registered investment company | Common Stocks | — | — | $19K | <0.1% | |
| Cohenstrs Prfrd Sec Inc I Registered investment company | Common Stocks | — | — | $19K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
