Kelly Elrod signed MBO Professional Services Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MBO Professional Services Inc.'s EIN is 26-4179224.
Download the official 2024 Form 5500 (PDF) for MBO Professional Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MBO Professional Services Inc.'s plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $84K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | 33-0905143 | — | ADVISOR | $18K | — |
| WEAVER AND TIDWELL LLP | 75-0786316 |
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 | |||||
|---|---|---|---|---|---|---|
| BLKRK EQUITY INDEX GREAT GRAY TRUST COMPANY, LLC · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $9.1M | 17.4% | |
| T. Rowe Price Trp All-Cap Opps | Other securities | — | — | $5.5M | 10.5% | |
| FLEXFIT+MOD RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2217685 / PN 332 | Common Collective Trust | — | — | $4.4M | 8.4% | |
| FLEXFIT+MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2170541 / PN 334 | Common Collective Trust | — | — | $4.1M | 7.8% | |
| FLEXFIT+MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2162748 / PN 335 | Common Collective Trust | — | — | $3.4M | 6.5% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $3.3M | 6.3% | |
| J.P. Morgan Jpm Core Bond R6 | Other securities | — | — | $2.4M | 4.5% | |
| Invesco Invs Sm Cap Val Y | Mutual Funds | — | — | $2.1M | 4.1% | |
| FLEXFIT+MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2146204 / PN 336 | Common Collective Trust | — | — | $1.8M | 3.5% | |
| Fidelity Management Trust Company Fid Govt Mmkt K6 | Mutual Funds | — | — | $1.7M | 3.3% | |
| STABLE VALUE FUND R1 GREAT GRAY TRUST COMPANY · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $1.7M | 3.2% | |
| Fidelity Management Trust Company Fid Intl Index | Mutual Funds | — | — | $1.7M | 3.2% | |
| Fidelity Management Trust Company Fid Sm Cap Idx | Common Collective Trusts | — | — | $1.3M | 2.4% | |
| Fidelity Management Trust Company Self-managed accounts | Mutual Funds | — | — | $1.3M | 2.4% | |
| Fidelity Management Trust Company Fid Mid Cap Idx | Common Collective Trusts | — | — | $1.2M | 2.4% | |
| MID CAP GROWTH II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $1.1M | 2.2% | |
| Fidelity Advisors Fa Capital & Inc Z | Mutual Funds | — | — | $912K | 1.7% | |
| GG MFS MID CP VAL 2W GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $850K | 1.6% | |
| Invesco Invs Eqv Intlsmco R5 | Mutual Funds | — | — | $798K | 1.5% | |
| SMALL CAP GR II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $776K | 1.5% | |
| INTL GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $602K | 1.1% | |
| FLEXFIT+MOD 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7275342 / PN 001 | Common Collective Trust | — | — | $419K | 0.8% | |
| FLEXFIT+AGGR 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2098838 / PN 340 | Common Collective Trust | — | — | $365K | 0.7% | |
| LRG CAP GRTH III R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $321K | 0.6% | |
| FLEXFIT+AGGR 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2070598 / PN 339 | Common Collective Trust | — | — | $146K | 0.3% | |
| EMERGING MKTS II I1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-7304135 / PN 001 | Common Collective Trust | — | — | $146K | 0.3% | |
| FLEXFIT+AGGR 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2114992 / PN 341 | Common Collective Trust | — | — | $98K | 0.2% | |
| FLEXFIT+AGGR 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 82-2114992 / PN 342 | Common Collective Trust | — | — | $70K | 0.1% | |
| FLEXFIT+CONS 2045 R1 GREAT GRAY TRUST COMPANY · EIN 82-2261612 / PN 330 | Common Collective Trust | — | — | $59K | 0.1% | |
| FLEXFIT+CONS 2055 R1 GREAT GRAY TRUST COMPANY · EIN 82-2248432 / PN 331 | Common Collective Trust | — | — | $26K | <0.1% | |
| Fidelity Management Trust Company Fid Us Bond Idx | Common Collective Trusts | — | — | $24K | <0.1% | |
| FLEXFIT+CONS RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2334614 / PN 327 | Common Collective Trust | — | — | $19K | <0.1% | |
| FLEXFIT+AGGR RET R1 GREAT GRAY TRUST COMPANY · EIN 82-2044121 / PN 337 | Common Collective Trust | — | — | $19K | <0.1% | |
| FLEXFIT+CONS 2035 R1 GREAT GRAY TRUST COMPANY · EIN 82-2276829 / PN 329 | Common Collective Trust | — | — | $4K | <0.1% | |
| FLEXFIT+CONS 2065 R1 GREAT GRAY TRUST COMPANY, LLC · EIN 36-6071399 / PN 917 | Common Collective Trust | — | — | $1K | <0.1% | |
| MID CAP GROWTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+AGGR 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2056975 / PN 338 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP GR II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $0 | <0.1% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 82-2202842 / PN 333 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXFIT+AGGR 2065 R1 GREAT GRAY TRUST COMPANY · EIN 38-7275341 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONSULTANT |
| $11K |
| — |
