Linda Jonas signed MNI Enterprises, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MNI Enterprises, Inc.'s EIN is 36-2580436.
Download the official 2024 Form 5500 (PDF) for MNI Enterprises, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MNI Enterprises, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| 4 AMERICAN FUNDS AMERICAN FUNDS 2025 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $1.3M | 17.1% | |
| 5 AMERICAN FUNDS AMERICAN FUNDS 2030 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $1.1M | 14.1% | |
| 7 AMERICAN FUNDS AMERICAN FUNDS 2040 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $576K | 7.6% | |
| 8 AMERICAN FUNDS AMERICAN FUNDS 2045 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $523K | 6.9% | |
| 13 AMERICAN FUNDS AMERICAN FUNDS AMERICAN BALANCED R3 | Mutual Funds | — | — | $458K | 6.1% | |
| 6 AMERICAN FUNDS AMERICAN FUNDS 2035 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $456K | 6.0% | |
| 9 AMERICAN FUNDS AMERICAN FUNDS 2050 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $396K | 5.2% | |
| Fixed Annuities 24 EMPOWER ANNUITY INSURANCE CO* GUARANTEED PORTFOLIO FUND | Common Stocks | — | — | $396K | 5.2% | |
| 17 AMERICAN FUNDS AMERICAN FUNDS FUNDAMENTAL INVS R3 | Mutual Funds | — | — | $395K | 5.2% | |
| 23 T. ROWE PRICE T. ROWE PRICE BLUE CHIP GROWTH ADV | Other securities | — | — | $340K | 4.5% | |
| 18 AMERICAN FUNDS AMERICAN FUNDS NEW PERSPECTIVE R3 | Mutual Funds | — | — | $208K | 2.8% | |
| s 1 AMERICAN FUNDS AMERICAN FUNDS 2010 TRGT DATE RETIRE R3 ** 5 2 AMERICAN FUNDS AMERICAN FUNDS 2015 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $201K | 2.7% | |
| 3 AMERICAN FUNDS AMERICAN FUNDS 2020 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $179K | 2.4% | |
| 11 AMERICAN FUNDS AMERICAN FUNDS 2060 TARGET DATE RET R3 | Mutual Funds | — | — | $160K | 2.1% | |
| 15 AMERICAN FUNDS AMERICAN FUNDS CAPITAL WORLD G/I R3 | Mutual Funds | — | — | $155K | 2.1% | |
| 20 CARILLON EAGLE CARILLON EAGLE MID CAP GROWTH A | Other securities | — | — | $147K | 1.9% | |
| 21 JANUS HENDERSON JANUS HENDERSON TRITON S | Mutual Funds | — | — | $137K | 1.8% | |
| 10 AMERICAN FUNDS AMERICAN FUNDS 2055 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $113K | 1.5% | |
| 22 VICTORY PIONEER BOND R | Other securities | — | — | $95K | 1.3% | |
| Participant Loans Interest ranging from 4.25% to 9.50% - | Bonds / Notes | — | — | $87K | 1.2% | |
| 12 AMERICAN FUNDS AMERICAN FUNDS 2065 TRGT DATE RETIRE R3 | Mutual Funds | — | — | $82K | 1.1% | |
| 16 AMERICAN FUNDS AMERICAN FUNDS EUROPACIFIC GR R3 | Mutual Funds | — | — | $51K | 0.7% | |
| 14 AMERICAN FUNDS AMERICAN FUNDS CAP INC BLDR R3 | Mutual Funds | — | — | $28K | 0.4% | |
| 19 BLACKROCK EQUITY DIVIDEND A | Other securities | — | — | $21K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MINNEAPOLIS, MN |
| INVESTMENT ADVISOR |
| $26K |
| — |
