Cheri Steele signed Marketvision Research, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marketvision Research, Inc.'s EIN is 31-1081333.
Download the official 2024 Form 5500 (PDF) for Marketvision Research, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marketvision Research, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $35K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES DENNIG & CO.,LTD | 31-1119890 | — | ACCOUNTANT |
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 | |||||
|---|---|---|---|---|---|---|
| TRP CAPITAL APPRECIATION | Registered Investment Companies | — | — | $6.3M | 15.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.1M | 10.2% | |
| TROWE PRICE BLUE CHIP GROWTH | Registered Investment Companies | — | — | $3.0M | 7.6% | |
| T. ROWE PRICE GROWTH STOCK | Registered Investment Companies | — | — | $2.7M | 6.8% | |
| T ROWE MID- CAP GRWTH | Registered Investment Companies | — | — | $2.5M | 6.3% | |
| TROWEPRICE RETIREMENT 2045 INV | Registered Investment Companies | — | — | $1.9M | 4.8% | |
| TRPRICE RETIREMENT 2035 INV | Registered Investment Companies | — | — | $1.9M | 4.7% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.9M | 4.7% | |
| DODGE & COX INCOME I | Registered Investment Companies | — | — | $1.6M | 4.1% | |
| T. ROWE PRICE SMALL-CAP VALUE | Registered Investment Companies | — | — | $1.6M | 4.0% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $1.3M | 3.3% | |
| METLIFE REL ST VAL 25053 - 25 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 2.9% | |
| T ROWE PRICE EQUITY INCOME | Registered Investment Companies | — | — | $1.1M | 2.8% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $987K | 2.5% | |
| T. ROWE PRICE SMALL-CAP STOCK | Registered Investment Companies | — | — | $792K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $763K | 1.9% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $691K | 1.7% | |
| TROWEPRICE RETIREMENT 2060 INV | Registered Investment Companies | — | — | $676K | 1.7% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $673K | 1.7% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $546K | 1.4% | |
| TROWEPRICE RETIREMENT 2055 INV | Registered Investment Companies | — | — | $482K | 1.2% | |
| TROWEPRICE RETIREMENT 2025 INV | Registered Investment Companies | — | — | $400K | 1.0% | |
| TROWE PRICE SPECTRUM INCOME | Registered Investment Companies | — | — | $384K | 1.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $341K | 0.9% | |
| TROWEPRICE RETIREMENT 2065 INV | Registered Investment Companies | — | — | $305K | 0.8% | |
| TRP SPECTRUM CONSERV ALLOC | Registered Investment Companies | — | — | $99K | 0.2% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $10K |
| — |
