Dominice Laporte signed Mather's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mather's EIN is 36-2233542.
Download the official 2024 Form 5500 (PDF) for Mather from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mather'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $28K | — |
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 Target Retirement 2025 | Mutual Funds | — | — | $9.2M | 15.8% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $8.2M | 14.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $6.6M | 11.2% | |
| JPMorgan US Equity R6 Fund | Other securities | — | — | $4.5M | 7.6% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $4.3M | 7.3% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $3.5M | 6.0% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $3.4M | 5.9% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $3.3M | 5.6% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.8M | 4.7% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $2.7M | 4.6% | |
| Vanguard Target Retirement Income | Mutual Funds | — | — | $1.4M | 2.5% | |
| WTC CIF II SMID CP RES EQ S 1 WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | — | $1.2M | 2.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $1.1M | 1.9% | |
| GALLIARD STABLE RETURN E SEI TRUST COMPANY · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $1.1M | 1.9% | |
| MFS Insl International Fund | Mutual Funds | — | — | $842K | 1.4% | |
| MFS INTL EQUITY CLASS 3A FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $842K | 1.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $780K | 1.3% | |
| ARTISAN SUST EM T FDRS II TIER SEI TRUST COMPANY · EIN 26-3653822 / PN 021 | Common Collective Trust | — | — | $398K | 0.7% | |
| Investments (Mutual Funds) Fidelity US Bond Fund | Mutual Funds | — | — | $342K | 0.6% | |
| DWS RREEF REAL ASSETS CL M CIT DWS TRUST COMPANY · EIN 82-6252443 / PN 004 | Common Collective Trust | — | — | $335K | 0.6% | |
| PRUDENTIAL CORE PL BD FD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $333K | 0.6% | |
| Vgd Tt Intl Stk Idx Admin Fd | Common Collective Trusts | — | — | $100K | 0.2% | |
| Vanguard Ext Mk Index Adm Fund | Mutual Funds | — | — | $71K | 0.1% | |
| Vanguard Target Retirement 2070 | Mutual Funds | — | — | $12K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
