Nichole Rosales signed Mesa Fully Formed, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mesa Fully Formed, LLC's EIN is 27-1260137.
Download the official 2024 Form 5500 (PDF) for Mesa Fully Formed, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mesa Fully Formed, LLC'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 | NONE | $13K | — |
| NATIONWIDE | — | COLUMBUS, OH | NONE | $503 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PROACCOUNT | 73-0988442 | COLUMBUS, OH | ADVISORY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 11 Nationwide Trust Company, FSB BlkRk LfPath Indx 2035 K | Common Stocks | — | — | $813K | 21.9% | |
| 10 Nationwide Trust Company, FSB BlkRk LfPath Indx 2030 K | Common Stocks | — | — | $485K | 13.0% | |
| 17 Nationwide Trust Company, FSB BlkRk LfPath Indx Rtrm K | Common Stocks | — | — | $436K | 11.7% | |
| 14 Nationwide Trust Company, FSB BlkRk LfPath Indx 2050 K | Common Stocks | — | — | $336K | 9.0% | |
| 13 Nationwide Trust Company, FSB BlkRk LfPath Indx 2045 K | Common Stocks | — | — | $229K | 6.2% | |
| 16 Nationwide Trust Company, FSB BlkRk LfPath Indx 2060 K | Common Stocks | — | — | $227K | 6.1% | |
| 12 Nationwide Trust Company, FSB BlkRk LfPath Indx 2040 K | Common Stocks | — | — | $199K | 5.3% | |
| 15 Nationwide Trust Company, FSB BlkRk LfPath Indx 2055 K | Common Stocks | — | — | $162K | 4.4% | |
| 23 Nationwide Trust Company, FSB Fid 500 Indx | Mutual Funds | — | — | $109K | 2.9% | |
| 25 Nationwide Trust Company, FSB Fid MdCap Indx | Mutual Funds | — | — | $102K | 2.8% | |
| 1 * Nationwide Life Insurance Company Nationwide Fixed Select Option | Common Stocks | — | — | $65K | 1.8% | |
| 43 Nationwide Trust Company, FSB Vngrd Wndsr Adml | Common Stocks | — | — | $61K | 1.6% | |
| 42 Nationwide Trust Company, FSB Vngrd Strat Smcap Eq Inv | Common Stocks | — | — | $53K | 1.4% | |
| 38 Nationwide Trust Company, FSB Tiaacrf Intl Eq Indx Inst | Common Stocks | — | — | $39K | 1.1% | |
| 26 Nationwide Trust Company, FSB Fid US Bd Indx | Mutual Funds | — | — | $35K | 0.9% | |
| 39 Nationwide Trust Company, FSB Tiaacrf Lgcap Gr Indx Inst | Common Stocks | — | — | $35K | 0.9% | |
| 33 Nationwide Trust Company, FSB PGIM Ttl Rtn Bd R6 | Common Stocks | — | — | $26K | 0.7% | |
| 24 Nationwide Trust Company, FSB Fid Intl Indx | Mutual Funds | — | — | $25K | 0.7% | |
| 21 Nationwide Trust Company, FSB DodgeCox Intl Stk | Common Stocks | — | — | $23K | 0.6% | |
| 27 Nationwide Trust Company, FSB GdmnScs | Common Stocks | — | — | $23K | 0.6% | |
| 32 * Nationwide Trust Company, FSB NW Loomis AllCap Gr R6 | Common Stocks | — | — | $23K | 0.6% | |
| 7 Nationwide Trust Company, FSB Avnts US LgCap Val Inst | Common Stocks | — | — | $22K | 0.6% | |
| 29 Nationwide Trust Company, FSB JPM LgCap Gr R6 | Common Stocks | — | — | $21K | 0.6% | |
| 9 Nationwide Trust Company, FSB BlkRk Hi Yld Bd Port K | Common Stocks | — | — | $20K | 0.6% | |
| 28 Nationwide Trust Company, FSB JPM Eq Inc R5 | Common Stocks | — | — | $20K | 0.5% | |
| 4 Nationwide Trust Company, FSB Amfds Am Hi Inc Tr ** 576 5 Nationwide Trust Company, FSB Amfds Bd Fd Am ** 47 6 Nationwide Trust Company, FSB Avantis Emerging Markets Equity Fund | Common Stocks | — | — | $17K | 0.5% | |
| 18 Nationwide Trust Company, FSB BlkRk Ttl Rtn Inst | Common Stocks | — | — | $13K | 0.3% | |
| 2 Nationwide Trust Company, FSB AB Glbl Bd I ** 87 3 Nationwide Trust Company, FSB AB Glbl Bd Z | Common Stocks | — | — | $12K | 0.3% | |
| 35 Nationwide Trust Company, FSB PIMCO Real Rtn Inst | Mutual Funds | — | — | $12K | 0.3% | |
| 31 Nationwide Trust Company, FSB Mfs Mdcap Gr R6 | Mutual Funds | — | — | $11K | 0.3% | |
| 36 Nationwide Trust Company, FSB PIMCO Comdy Real Rtn ** 359 37 Nationwide Trust Company, FSB Principal Global | Mutual Funds | — | — | $11K | 0.3% | |
| 19 Nationwide Trust Company, FSB DFA Emrg Mkt Cor Eq Inst ** 607 20 Nationwide Trust Company, FSB Diamond Hill MdCap I | Mutual Funds | — | — | $11K | 0.3% | |
| 30 Nationwide Trust Company, FSB Legal & General Commodity Strategy Fund | Common Stocks | — | — | $10K | 0.3% | |
| 34 Nationwide Trust Company, FSB Pimco Inc Inst | Mutual Funds | — | — | $7K | 0.2% | |
| 41 Nationwide Trust Company, FSB Vngrd Stinflprtsecind Adml | Common Stocks | — | — | $7K | 0.2% | |
| 40 Nationwide Trust Company, FSB Vngrd Explr Adml | Common Stocks | — | — | $6K | 0.2% | |
| 8 Nationwide Trust Company, FSB Avnts Us SmCap Val | Common Stocks | — | — | $6K | 0.2% | |
| 22 Nationwide Trust Company, FSB Fed Hrms Inst HiYldBd Inst | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $2K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CWM LLC | 27-4011107 | — | NONE | $17K | — |
