Christina Moses signed Presence Marketing, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Presence Marketing, LLC's EIN is 36-3706401.
Download the official 2024 Form 5500 (PDF) for Presence Marketing, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Presence Marketing, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $60K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| S SHARES / UNITS Blackrock Sustainable Balanced Investor A | Mutual Funds | — | $342K | $8.8M | 15.9% | |
| Ishares S&P 500 Index Fund | Common Collective Trusts | — | $13K | $8.7M | 15.7% | |
| T. Rowe Price All-Cap Opportunities Fund | Other securities | — | $86K | $6.0M | 10.8% | |
| Hartford Dividend & Growth Fund Class R4 | Other securities | — | $148K | $5.1M | 9.2% | |
| Ishares MSCI EAFE International Index Fund | Common Collective Trusts | — | $262K | $4.0M | 7.1% | |
| Allspring Special Mid Cap Value Class A | Other securities | — | $75K | $3.4M | 6.2% | |
| American Funds Capital World Growth & Income Fund R5 | Mutual Funds | — | $51K | $3.2M | 5.8% | |
| Columbia Mid Cap Index Class A | Other securities | — | $215K | $3.1M | 5.7% | |
| Macquarie Diversified Inc A | Common Stocks | — | $338K | $2.6M | 4.6% | |
| Lord Abbett Short Duration Income Fund Class A | Mutual Funds | — | $551K | $2.1M | 3.8% | |
| Baron Asset Fund | Other securities | — | $23K | $2.1M | 3.7% | |
| Blackrock T-Fund Premier | Other securities | — | $1.9M | $1.9M | 3.4% | |
| Principal High Yield Fund Class A | Other securities | — | $187K | $1.3M | 2.3% | |
| MFS International Growth Fund Class A | Mutual Funds | — | $20K | $829K | 1.5% | |
| PIMCO Global Bond Opportunities | Mutual Funds | — | $85K | $807K | 1.5% | |
| Columbia Small Cap Index Class A | Other securities | — | $33K | $741K | 1.3% | |
| Cohen & Steers Real Estate Securities Fund | Other securities | — | $29K | $505K | 0.9% | |
| 9.50% with maturities through 2049 | Bonds / Notes | — | — | $419K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLERO & CALLERO LLP | 36-2518261 | — | ACCOUNTANT | $10K | — |
