Juliette ALIG signed Midmark Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midmark Corporation's EIN is 34-4269370.
Download the official 2024 Form 5500 (PDF) for Midmark Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midmark Corporation's plan includes ERISA 404(c) participant direction, profit-sharing, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | 33-0818667 | — | ADVISOR | $63K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2035 Fund 2,567,765 units | Other securities | — | $2.6M | $43.0M | 12.0% | |
| TRP RET BLEND 2035 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658473 / PN 001 | Common Collective Trust | — | — | $43.0M | 12.0% | |
| Fidelity Contrafund K6 1,335,397 units | Mutual Funds | — | $1.3M | $41.5M | 11.6% | |
| T. Rowe Price Retirement 2030 Fund 2,220,847 units | Other securities | — | $2.2M | $35.6M | 9.9% | |
| TRP RET BLEND 2030 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192509 / PN 001 | Common Collective Trust | — | — | $35.6M | 9.9% | |
| Fidelity 500 Index Fund 173,540 units | Common Collective Trusts | — | $174K | $35.4M | 9.9% | |
| T. Rowe Price Retirement 2040 Fund 1,925,415 units | Other securities | — | $1.9M | $33.4M | 9.3% | |
| TRP RET BLEND 2040 H T. ROWE PRICE TRUST COMPANY · EIN 30-6596089 / PN 001 | Common Collective Trust | — | — | $33.4M | 9.3% | |
| T. Rowe Price Retirement 2045 Fund 1,487,223 units | Other securities | — | $1.5M | $26.5M | 7.4% | |
| TRP RET BLEND 2045 H T. ROWE PRICE TRUST COMPANY · EIN 35-2611309 / PN 001 | Common Collective Trust | — | — | $26.5M | 7.4% | |
| T. Rowe Price Retirement 2050 Fund 1,388,406 units | Other securities | — | $1.4M | $24.8M | 6.9% | |
| TRP RET BLEND 2050 H T. ROWE PRICE TRUST COMPANY · EIN 35-7192720 / PN 001 | Common Collective Trust | — | — | $24.8M | 6.9% | |
| T. Rowe Price Retirement 2025 Fund 1,116,692 units | Other securities | — | $1.1M | $17.2M | 4.8% | |
| TRP RET BLEND 2025 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658226 / PN 001 | Common Collective Trust | — | — | $17.2M | 4.8% | |
| T. Rowe Price Retirement 2055 Fund 830,492 units | Other securities | — | $830K | $14.9M | 4.1% | |
| TRP RET BLEND 2055 H T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 016 | Common Collective Trust | — | — | $14.9M | 4.1% | |
| T. Rowe Price Retirement 2060 Fund 646,070 units | Other securities | — | $646K | $12.2M | 3.4% | |
| TRP RET BLEND 2060 H T. ROWE PRICE TRUST COMPANY · EIN 35-7193113 / PN 001 | Common Collective Trust | — | — | $12.2M | 3.4% | |
| Galliard Stable Return Fund C 125,373 units | Other securities | — | $125K | $7.7M | 2.1% | |
| GALLIARD STBLE RTN C WELLS FARGO BANK, N.A. · EIN 52-2250946 / PN 001 | Common Collective Trust | — | — | $7.7M | 2.1% | |
| MFS Value Fund Class R3 157,322 units | Mutual Funds | — | $157K | $7.6M | 2.1% | |
| Fidelity Mid-Cap Stock Fund—Class K6 366,706 units | Mutual Funds | — | $367K | $5.8M | 1.6% | |
| GG PGIM TOT RET BOND GREAT GRAY TRUST COMPANY · EIN 38-4097323 / PN 471 | Common Collective Trust | — | $559K | $5.7M | 1.6% | |
| Fidelity U.S. Bond Index Fund 552,294 units | Common Collective Trusts | — | $552K | $5.6M | 1.6% | |
| Fidelity Low-Priced Stock Fund—Class K6 371,399 units | Mutual Funds | — | $371K | $5.4M | 1.5% | |
| Fidelity Extended Market Index Fund 59,418 units | Common Collective Trusts | — | $59K | $5.4M | 1.5% | |
| Fidelity International Index Fund 87,655 units | Common Collective Trusts | — | $88K | $4.2M | 1.2% | |
| Notes receivable from participants dates through November 2034 | Other securities | — | — | $3.7M | 1.0% | |
| T. Rowe Price Retirement 2020 Fund 245,008 units | Other securities | — | $245K | $3.7M | 1.0% | |
| TRP RET BLEND 2020 H T. ROWE PRICE TRUST COMPANY · EIN 32-6493445 / PN 001 | Common Collective Trust | — | — | $3.7M | 1.0% | |
| American Funds EuroPacific Growth Fund Class R-6 61,648 units | Mutual Funds | — | $62K | $3.3M | 0.9% | |
| Victory Sycamore Small Company Opportunity Fund Class I 69,862 units | Common Stocks | — | $70K | $3.3M | 0.9% | |
| SMALL CAP GROWTH S GREAT GRAY TRUST COMPANY, LLC · EIN 38-4097324 / PN 487 | Common Collective Trust | — | $312K | $3.2M | 0.9% | |
| Driehaus Emerging Markets Growth Fund 71,897 units | Other securities | — | $72K | $2.6M | 0.7% | |
| T. Rowe Price Retirement 2005 Fund 117,383 units | Other securities | — | $117K | $1.7M | 0.5% | |
| TRP RET BLEND 2005 H T. ROWE PRICE TRUST COMPANY · EIN 61-6590722 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.5% | |
| T. Rowe Price Retirement 2015 Fund 95,447 units | Other securities | — | $95K | $1.4M | 0.4% | |
| TRP RET BLEND 2015 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658059 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.4% | |
| T. Rowe Price Retirement 2065 Fund 67,938 units | Other securities | — | $68K | $1.0M | 0.3% | |
| TRP RET BLEND 2065 H T. ROWE PRICE TRUST COMPANY · EIN 85-1790880 / PN 001 | Common Collective Trust | — | — | $1.0M | 0.3% | |
| Fidelity Retirement Government Money Market Fund 197,967 units | Mutual Funds | — | $198K | $198K | <0.1% | |
| T. Rowe Price Retirement 2010 Fund 364 units | Other securities | — | — | $5K | <0.1% | |
| TRP RET BLEND 2010 H T. ROWE PRICE TRUST COMPANY · EIN 37-6658064 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% | |
| AC IN RETIRE TR IX GLOBAL TRUST COMPANY · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| CB SMALL CAP GROWTH GREAT GRAY TRUST COMPANY · EIN 38-4065336 / PN 434 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $19K |
| — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM US LLP | 42-0714325 | — | ACCOUNTANT/AUDITOR | $23K | — |
