Wendy Carter signed Melissa Data Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Melissa Data Corporation's EIN is 33-0477743.
Download the official 2024 Form 5500 (PDF) for Melissa Data Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Melissa Data Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MGMT INC. | 94-3106735 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $4.1M | 15.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $2.0M | 7.7% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $1.5M | 5.8% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $1.5M | 5.7% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $1.4M | 5.4% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $1.2M | 4.8% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $1.2M | 4.5% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $1.1M | 4.3% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $1.1M | 4.1% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $958K | 3.7% | |
| BROKERAGE FUND OPTIONS SELF-DIRECTED BROKERAGE ACCT | Self-Directed Brokerage | — | — | $942K | 3.6% | |
| AB GOV MONEY MKT I | Registered Investment Companies | — | — | $930K | 3.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $784K | 3.0% | |
| COLUMBIA STRATEGIC INCOME I3 | Registered Investment Companies | — | — | $735K | 2.8% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $663K | 2.6% | |
| AB LARGE CAP GROWTH I | Registered Investment Companies | — | — | $644K | 2.5% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $635K | 2.4% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $553K | 2.1% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $537K | 2.1% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $495K | 1.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $422K | 1.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $363K | 1.4% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $344K | 1.3% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $344K | 1.3% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $268K | 1.0% | |
| VANGUARD LONG TERM INV GR ADM | Registered Investment Companies | — | — | $214K | 0.8% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $209K | 0.8% | |
| VAN SH TERM CORP BOND IDX ADM | Registered Investment Companies | — | — | $170K | 0.7% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $136K | 0.5% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $135K | 0.5% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $103K | 0.4% | |
| AB GLOBAL BOND I | Registered Investment Companies | — | — | $74K | 0.3% | |
| UNDISC MGRS BEHAVIORAL VAL R6 | Registered Investment Companies | — | — | $62K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| BROKER |
| $4 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 47-4777055 | — | INVESTMENT/FINANCIAL ADVI | $58K | — |
