TOAN DANG signed Mind Research Institute's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mind Research Institute's EIN is 33-0798804.
Download the official 2024 Form 5500 (PDF) for Mind Research Institute from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mind Research Institute'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $33K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FIDELITY 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $3.6M | 17.2% | |
| NUVEEN LIFECYCLE INDEX 2050 Mutual Fund | Mutual Funds | — | — | $2.3M | 11.0% | |
| NUVEEN LIFECYCLE INDEX 2040 Mutual Fund | Mutual Funds | — | — | $1.6M | 7.9% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $1.6M | 7.9% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $1.4M | 6.9% | |
| NUVEEN LIFECYCLE INDEX 2035 Mutual Fund | Mutual Funds | — | — | $1.3M | 6.0% | |
| NUVEEN LIFECYCLE INDEX 2045 Mutual Fund | Mutual Funds | — | — | $1.2M | 5.8% | |
| NUVEEN LIFECYCLE INDEX 2055 Mutual Fund | Mutual Funds | — | — | $1.1M | 5.5% | |
| FIDELITY MID CAP INDEX Mutual Fund | Mutual Funds | — | — | $981K | 4.7% | |
| FIDELITY SMALL CAP INDEX Mutual Fund | Mutual Funds | — | — | $553K | 2.7% | |
| NUVEEN LIFECYCLE INDEX 2030 Mutual Fund | Mutual Funds | — | — | $525K | 2.5% | |
| BLACKROCK 60/40 TARGET Mutual Fund | Other securities | — | — | $424K | 2.0% | |
| NUVEEN LIFECYCLE INDEX 2025 Mutual Fund | Mutual Funds | — | — | $422K | 2.0% | |
| MFS VALUE Mutual Fund | Mutual Funds | — | — | $386K | 1.9% | |
| FEDERATED HERMES US TRSY CASH RESERVE IS Mutual Fund | Cash / Money Market | — | — | $384K | 1.8% | |
| NUVEEN LIFECYCLE INDEX 2060 Mutual Fund | Mutual Funds | — | — | $376K | 1.8% | |
| FIDELITY US BOND INDEX Mutual Fund | Mutual Funds | — | — | $329K | 1.6% | |
| BLACKROCK 80/20 TARGET Mutual Fund | Other securities | — | — | $322K | 1.5% | |
| Participant loans Rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $311K | 1.5% | |
| NUVEEN INTERNATIONAL EQUITY INDEX Mutual Fund | Common Collective Trusts | — | — | $276K | 1.3% | |
| JPMORGAN MID CAP GROWTH Mutual Fund | Other securities | — | — | $270K | 1.3% | |
| MFS MID CAP VALUE Mutual Fund | Mutual Funds | — | — | $236K | 1.1% | |
| FIDELITY ADVISOR INTERNATIONAL CAP APP Mutual Fund | Mutual Funds | — | — | $174K | 0.8% | |
| NUVEEN REAL ESTATE SECURITIES SELECT Mutual Fund | Mutual Funds | — | — | $171K | 0.8% | |
| NUVEEN LIFECYCLE INDEX 2015 Mutual Fund | Mutual Funds | — | — | $135K | 0.7% | |
| NUVEEN LIFECYCLE INDEX 2020 Mutual Fund | Mutual Funds | — | — | $73K | 0.3% | |
| GOLDMAN SACHS INFL PROTECTED SECS Mutual Fund | Other securities | — | — | $33K | 0.2% | |
| NUVEEN LIFECYCLE INDEX RETIREMENT INC Mutual Fund | Mutual Funds | — | — | $20K | <0.1% | |
| BLACKROCK 40/60 TARGET Mutual Fund | Other securities | — | — | $1K | <0.1% |
