Janetta Tischer signed MPI Management LLC DBA Olshan PR's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MPI Management LLC DBA Olshan PR's EIN is 27-2968288.
Download the official 2024 Form 5500 (PDF) for MPI Management LLC DBA Olshan PR from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MPI Management LLC DBA Olshan PR's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $24K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE AGENCY INC | 33-0785439 | — |
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 | |||||
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.6M | 13.2% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.3M | 10.6% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.2M | 10.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $1.0M | 8.5% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $989K | 8.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $938K | 7.9% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $699K | 5.9% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $592K | 5.0% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $570K | 4.8% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $528K | 4.5% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $483K | 4.1% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $422K | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $380K | 3.2% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $308K | 2.6% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $204K | 1.7% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $190K | 1.6% | |
| FID US BOND IND | Registered Investment Companies | — | — | $126K | 1.1% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $98K | 0.8% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $72K | 0.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $58K | 0.5% | |
| INVESCO STABLE ASSET - ADP59 INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST RUSS SC IDX VI STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 338 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P 500 IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 343 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL G STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 346 | 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.
| INVESTMENT/FINANCIAL ADVI |
| $14K |
| — |
