Vanessa Ward signed Madison Dearborn Partners LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Madison Dearborn Partners LLC's EIN is 36-4264559.
Download the official 2024 Form 5500 (PDF) for Madison Dearborn Partners LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Madison Dearborn Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $46K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FAIRCOURT PARTNERS LLC | 82-4882966 | — | NONE | $67K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $25.9M | 26.3% | |
| OAKMARK INSTITUTIONAL Registered Investment Company | Common Stocks | — | — | $13.6M | 13.7% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $10.5M | 10.6% | |
| Self-directed brokerage accounts Self-directed brokerage accounts Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $7.0M | 7.1% | |
| Money market fund Vanguard Fed Money Market Fund | Mutual Funds | — | — | $6.6M | 6.7% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $5.1M | 5.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $4.5M | 4.5% | |
| Registered investment companies Allspring Advantage Growth Fund | Other securities | — | — | $4.1M | 4.2% | |
| Blackrock High Yield Bond Fund | Other securities | — | — | $2.9M | 3.0% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $2.8M | 2.9% | |
| Dimensional Fund Advisors U.S. Small Cap Fund | Mutual Funds | — | — | $2.6M | 2.6% | |
| Nuveen Investments Global Equity Fund | Mutual Funds | — | — | $2.0M | 2.0% | |
| PIMCO Funds Income Institutional Fund | Mutual Funds | — | — | $1.7M | 1.7% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $1.7M | 1.7% | |
| Dimensional Fund Advisors Global Real Estate Fund | Mutual Funds | — | — | $1.5M | 1.5% | |
| Nuveen Investments Dividend Growth I | Mutual Funds | — | — | $1.3M | 1.3% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $1.0M | 1.0% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $904K | 0.9% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $849K | 0.9% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $583K | 0.6% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $345K | 0.3% | |
| February 2054 -0- | Other securities | — | — | $163K | 0.2% | |
| Vanguard Bond Market Index Fund | Common Collective Trusts | — | — | $106K | 0.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $45K | <0.1% | |
| Vanguard Target Retirement 2020 | 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.
| — |
| NONE |
| $0 |
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