Michelle Welch signed The Middlefield Banking Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Middlefield Banking Company's EIN is 34-0399850.
Download the official 2024 Form 5500 (PDF) for The Middlefield Banking Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Middlefield Banking Company'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 | $71K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALDEN INVESTMENT ADVISORS, LLC |
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 | |||||
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.9M | 10.8% | |
| TRP RETIRE BLEND 2030 - I | Registered Investment Companies | — | — | $1.8M | 10.4% | |
| TRP RETIRE BLEND 2040 - I | Registered Investment Companies | — | — | $1.8M | 10.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $1.4M | 8.1% | |
| TRP RETIRE BLEND 2045 - I | Registered Investment Companies | — | — | $1.4M | 7.8% | |
| TRP RETIRE BLEND 2025 - I | Registered Investment Companies | — | — | $917K | 5.2% | |
| TRP RETIRE BLEND 2050 - I | Registered Investment Companies | — | — | $877K | 5.0% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $822K | 4.6% | |
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $731K | 4.1% | |
| TRP RETIRE BLEND 2035 - I | Registered Investment Companies | — | — | $633K | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $601K | 3.4% | |
| TRP RETIRE BLEND 2055 - I | Registered Investment Companies | — | — | $580K | 3.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $498K | 2.8% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $406K | 2.3% | |
| TRP RETIRE BLEND 2060 - I | Registered Investment Companies | — | — | $381K | 2.2% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $364K | 2.1% | |
| TRP COMM & TECH I | Registered Investment Companies | — | — | $295K | 1.7% | |
| TRP RETIRE BLEND 2020 - I | Registered Investment Companies | — | — | $260K | 1.5% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $239K | 1.4% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $183K | 1.0% | |
| MFS GLOBAL GROWTH FUND - R6 | Registered Investment Companies | — | — | $180K | 1.0% | |
| PIONEER BOND FUND - K | Registered Investment Companies | — | — | $172K | 1.0% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $162K | 0.9% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $154K | 0.9% | |
| T. ROWE PRICE HEALTH SCI I | Registered Investment Companies | — | — | $143K | 0.8% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $108K | 0.6% | |
| LORD ABBETT BOND DEBENTURE R6 | Registered Investment Companies | — | — | $101K | 0.6% | |
| TRP RETIRE BLEND 2015 - I | Registered Investment Companies | — | — | $82K | 0.5% | |
| PGIM SHORT TERM CORP BOND R6 | Registered Investment Companies | — | — | $75K | 0.4% | |
| PUTNAM SM CAP GWTHR6 | Registered Investment Companies | — | — | $24K | 0.1% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $21K | 0.1% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $18K | 0.1% | |
| T ROWE PRICE FINANCIAL SERVICE | Registered Investment Companies | — | — | $13K | <0.1% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $8K | <0.1% | |
| VAN INTERNATIONAL VALUE - INV | Registered Investment Companies | — | — | $4K | <0.1% | |
| TRP RETIRE BLEND 2065 - I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 87-2722941 |
| — |
| INVESTMENT/FINANCIAL ADVI |
| $26K |
| — |
| LEAFHOUSE FINANCIAL ADVISORS LLC | 26-4311657 | — | INVESTMENT/FINANCIAL ADVI | $6K | — |
