GWEN Gathers signed MMS USA Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MMS USA Holdings, Inc.'s EIN is 36-2677628.
Download the official 2024 Form 5500 (PDF) for MMS USA Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MMS USA Holdings, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVEST INSTIT OPER CO | 04-2647786 | — | RECORDKEEPER | $727K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | NONE | $761K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IDX Mutual Fund | Common Collective Trusts | — | — | $620.6M | 11.9% | |
| FIAM INDEX 2040 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $543.7M | 10.4% | |
| FIAM INDEX 2045 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $491.9M | 9.4% | |
| FIAM INDEX 2035 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $484.2M | 9.3% | |
| FIAM INDEX 2050 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $407.8M | 7.8% | |
| FID CONTRAFUND POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 133 | Common Collective Trust | — | — | $380.8M | 7.3% | |
| FIAM INDEX 2030 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $348.9M | 6.7% | |
| T. Rowe Price Institutional Large Cap Growth Fund Common Collective Trust Fund | Common Collective Trusts | — | — | $251.5M | 4.8% | |
| TRP LRG CAP GR TR D T. ROWE PRICE TRUST COMPANY · EIN 32-6528532 / PN 001 | Common Collective Trust | — | — | $251.5M | 4.8% | |
| FIAM INDEX 2055 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $229.0M | 4.4% | |
| FIAM INDEX 2025 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $214.8M | 4.1% | |
| FIAM INDEX 2020 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $101.8M | 1.9% | |
| Fidelity Diversified International Pool Common Collective Trust Fund | Common Collective Trusts | — | — | $99.3M | 1.9% | |
| FID DIVSFD INTL POOL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $99.3M | 1.9% | |
| American Funds New Perspective Fund—Class R6 Mutual Fund | Mutual Funds | — | — | $94.3M | 1.8% | |
| Brokeragelink Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $91.5M | 1.8% | |
| TRP EQUITY INCOME B T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 001 | Common Collective Trust | — | — | $90.3M | 1.7% | |
| FID TOTAL INTL IDX Mutual Fund | Common Collective Trusts | — | — | $89.2M | 1.7% | |
| Artisan Mid Cap Fund—Investor Class Mutual Fund | Other securities | — | — | $89.1M | 1.7% | |
| DFA US SM CAP VALUE Mutual Fund | Mutual Funds | — | — | $85.0M | 1.6% | |
| LS CORE PLUS BOND F Mutual Fund | Other securities | — | — | $83.4M | 1.6% | |
| FIAM INDEX 2060 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $74.5M | 1.4% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $66.7M | 1.3% | |
| Fidelity Managed Income Portfolio II Common Collective Trust Fund | Common Collective Trusts | — | — | $65.5M | 1.3% | |
| FID MGD INC PORT II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $65.5M | 1.3% | |
| Fidelity Ext Market Index PR Mutual Fund | Mutual Funds | — | — | $65.2M | 1.2% | |
| FID GOVT MMRK PRM Mutual Fund | Mutual Funds | — | — | $43.0M | 0.8% | |
| Notes receivable from participants to 10.00% - | Bonds / Notes | — | — | $35.8M | 0.7% | |
| FIAM INDEX 2015 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $31.7M | 0.6% | |
| FID INFL PR BD IDX Mutual Fund | Common Collective Trusts | — | — | $18.4M | 0.4% | |
| FIAM INDEX 2065 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $10.8M | 0.2% | |
| FIAM INDEX 2010 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $10.6M | 0.2% | |
| FIAM INDEX TD INCOME Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $7.4M | 0.1% | |
| FIAM INDEX 2070 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 170 | Common Collective Trust | — | — | $850K | <0.1% | |
| FIAM INDEX 2005 Y FIDELITY MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 075 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AON INVESTMENTS USA INC. | 36-3109431 | — | NONE | $193K | — |
| MITCHELL AND TITUS, LLP | 13-2781641 | — | NONE | $44K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | NONE | $32K | — |
| MARATHAS, BARROW, WEATHERHEAD, LENT | 47-3430927 | — | NONE | $17K | — |
