Michelle Murphy signed Emkay Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Emkay Inc.'s EIN is 36-2089149.
Download the official 2024 Form 5500 (PDF) for Emkay Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Emkay 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 |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $2K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS VAL FD CL A GM MUTUAL FUNDS | Mutual Funds | — | $3.3M | $3.7M | 17.1% | |
| JPMorgan US GARP Equity FD A GM | Other securities | — | — | $3.2M | 15.1% | |
| Thornburg Intnl Grth FD R6 GM | Other securities | — | — | $2.6M | 12.1% | |
| PIMCO Total Return FD CL A GM | Mutual Funds | — | — | $1.9M | 8.7% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $1.4M | 6.6% | |
| PUTNAM STABLE VALUE FUND CLASS 75 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.4M | 6.4% | |
| Invesco Developing MKTS A GM | Mutual Funds | — | — | $1.2M | 5.6% | |
| Columbia Balanced Fund CL A | Common Stocks | — | — | $1.2M | 5.5% | |
| Putnam Stable Value Fund 75 | Stable Value | — | — | $1.1M | 5.1% | |
| Eaton Vance Atlanta Capital SMD | Other securities | — | — | $863K | 4.0% | |
| JPMorgan US GARP Equity FD A | Other securities | — | — | $666K | 3.1% | |
| MFS Value Fund CL A | Mutual Funds | — | — | $506K | 2.4% | |
| Putnam Stable Value Fund 75 GM | Stable Value | — | — | $276K | 1.3% | |
| Macquarie Small Cap Value FD A GM | Other securities | — | — | $239K | 1.1% | |
| Federated MDT Small Cap GM | Other securities | — | — | $236K | 1.1% | |
| Virtus NFJ Mid-Cap Value Fund | Other securities | — | — | $231K | 1.1% | |
| Invesco Developing MKTS FD A | Mutual Funds | — | — | $216K | 1.0% | |
| Alliance Bernstein AB High Income Fund ADV | Other securities | — | — | $174K | 0.8% | |
| Macquarie Small Cap Value FD A | Other securities | — | — | $172K | 0.8% | |
| Vanguard Extended Mkt Index ADM | Mutual Funds | — | — | $167K | 0.8% | |
| PIMCO Total Return FUND CL A | Mutual Funds | — | — | $153K | 0.7% | |
| Vanguard Total Int Stock Index | Mutual Funds | — | — | $150K | 0.7% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $144K | 0.7% | |
| AB High Income Fund ADV GM | Other securities | — | — | $133K | 0.6% | |
| Virtus NFJ Mid-Cap Value Fund GM | Other securities | — | — | $132K | 0.6% | |
| Eaton Vance Atlanta Capital SMD GM | Other securities | — | — | $131K | 0.6% | |
| PIMCO Real Return BD FD CL A | Mutual Funds | — | — | $98K | 0.5% | |
| Thornburg Intnl Grth FD CL R6 | Other securities | — | — | $82K | 0.4% | |
| Principal Real Estate SEC R6 | Other securities | — | — | $67K | 0.3% | |
| Federated MDT Small Cap | Other securities | — | — | $63K | 0.3% | |
| Fidelity ADV Small Cap CL A | Mutual Funds | — | — | $58K | 0.3% | |
| Templeton Global Bond FD CL A | Mutual Funds | — | — | $32K | 0.2% | |
| Merrill Lynch Cash - Interest bearing - Merrill Lynch Bank Deposit Program | Cash / Money Market | — | $30K | $30K | 0.1% | |
| DWS Enhanced Commodity Strategy A | Other securities | — | — | $2K | <0.1% |
