VU TRAN signed Melgar Facility Maintenance LLC DBA MFM Industries' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Melgar Facility Maintenance LLC DBA MFM Industries' EIN is 27-4466953.
Download the official 2024 Form 5500 (PDF) for Melgar Facility Maintenance LLC DBA MFM Industries from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Melgar Facility Maintenance LLC DBA MFM Industries' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC | 93-0987232 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| * Principal Guaranteed Option (at contract value) NR | Guaranteed Income / GIC | — | — | $215K | 18.7% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $117K | 10.1% | |
| PGIM High Yield Mutual Fund NR | Other securities | — | — | $108K | 9.4% | |
| Fidelity Advisor Growth Opportunities Mutual Fund NR | Mutual Funds | — | — | $108K | 9.4% | |
| Fidelity US Bond Index Mutual Fund NR | Mutual Funds | — | — | $105K | 9.1% | |
| Fidelity International Index Mutual Fund NR | Mutual Funds | — | — | $102K | 8.8% | |
| Fidelity Advisor International Growth Mutual Fund NR | Mutual Funds | — | — | $101K | 8.7% | |
| Fidelity 500 Index Mutual Fund NR | Common Collective Trusts | — | — | $53K | 4.6% | |
| ASSETS HELD AT END OF YEAR (E) 33,256.6129,053.17 30,839.4930,709.1053,327.4428,792.9827,241.00 | Other securities | — | — | $34K | 2.9% | |
| LA Capital MidCap Value Mutual Fund NR | Other securities | — | — | $34K | 2.9% | |
| Allspring Special Small Cap Value Mutual Fund NR | Other securities | — | — | $33K | 2.9% | |
| Fidelity Mid Cap Index Mutual Fund NR | Mutual Funds | — | — | $31K | 2.7% | |
| Fidelity Small Cap Index Mutual Fund NR | Mutual Funds | — | — | $31K | 2.7% | |
| Artisan Mid Cap Mutual Fund NR | Other securities | — | — | $29K | 2.5% | |
| Franklin Small Cap Growth Mutual Fund NR | Mutual Funds | — | — | $29K | 2.5% | |
| JP Morgan US Equity Mutual Fund NR | Other securities | — | — | $27K | 2.4% | |
| Various, bearing interest from * Participant loans 8.75% - 9.50% - | Bonds / Notes | — | — | $13K | 1.2% | |
| ASSETS HELD AT END OF YEAR (E) | Other securities | — | — | $13K | 1.2% |
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 |
|---|---|---|---|---|---|
| ORENDA RETIREMENT, LLC | 36-4877979 | — | CONTRACT ADMINISTRATOR | $16K | — |
