Brigette Macpherson signed Michigan Mutual, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Michigan Mutual, Inc.'s EIN is 38-3092473.
Download the official 2024 Form 5500 (PDF) for Michigan Mutual, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michigan Mutual, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $25K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFDS 2035 TARG DATE RET-R4 | Registered Investment Companies | — | — | $2.6M | 13.7% | |
| LS GLB ALLOC A | Registered Investment Companies | — | — | $2.3M | 11.8% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $1.9M | 9.8% | |
| AMERFDS 2045 TARG DATE RET-R4 | Registered Investment Companies | — | — | $1.1M | 5.5% | |
| AMERFDS 2030 TARG DATE RET-R4 | Registered Investment Companies | — | — | $915K | 4.7% | |
| FEDERATED CAPITAL PRESERV SP FEDERATED INVESTORS TRUST CO · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $855K | 4.4% | |
| AMERFDS 2050 TARG DATE RET-R4 | Registered Investment Companies | — | — | $729K | 3.8% | |
| FRANKLIN GROWTH FUND - A | Registered Investment Companies | — | — | $724K | 3.8% | |
| AMERFDS 2040 TARG DATE RET-R4 | Registered Investment Companies | — | — | $684K | 3.5% | |
| JPMORGAN MID CAP VALUE - A | Registered Investment Companies | — | — | $679K | 3.5% | |
| AMERICAN FUNDS WAMU - R4 | Registered Investment Companies | — | — | $597K | 3.1% | |
| INVESCO INTL DIV Y | Registered Investment Companies | — | — | $554K | 2.9% | |
| AMER FUNDS NEW PERSPECTIVE -R4 | Registered Investment Companies | — | — | $528K | 2.7% | |
| FRANKLIN INCOME FUND - A1 | Registered Investment Companies | — | — | $435K | 2.3% | |
| AMERICAN FUNDS AMER BAL - R4 | Registered Investment Companies | — | — | $397K | 2.1% | |
| MFS MID CAP GROWTH FUND R4 | Registered Investment Companies | — | — | $386K | 2.0% | |
| AMERFDS 2025 TARG DATE RET-R4 | Registered Investment Companies | — | — | $340K | 1.8% | |
| COHEN & STEERS REAL EST SEC I | Registered Investment Companies | — | — | $318K | 1.6% | |
| JANUS HENDERSON TRITON T | Registered Investment Companies | — | — | $280K | 1.5% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $256K | 1.3% | |
| AMERICAN FUNDS NEW WRLD - R4 | Registered Investment Companies | — | — | $214K | 1.1% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $207K | 1.1% | |
| AMERFDS 2060 TARG DATE RET-R4 | Registered Investment Companies | — | — | $199K | 1.0% | |
| AMERFDS 2020 TARG DATE RET-R4 | Registered Investment Companies | — | — | $197K | 1.0% | |
| AMERFDS 2055 TARG DATE RET-R4 | Registered Investment Companies | — | — | $181K | 0.9% | |
| VICTORY SMALL CO OPPORTUNITY A | Registered Investment Companies | — | — | $173K | 0.9% | |
| BLACKROCK HIGH YIELD INV A | Registered Investment Companies | — | — | $168K | 0.9% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $166K | 0.9% | |
| TRO SPECTRUM MOD GRTH ALLOC | Registered Investment Companies | — | — | $128K | 0.7% | |
| WESTERN ASSET CORE PLUS BOND A | Registered Investment Companies | — | — | $128K | 0.7% | |
| PIM COMMODITIESPLUS STRATEGY A | Registered Investment Companies | — | — | $122K | 0.6% | |
| PIMCO INTL BD FD USD-HED A | Registered Investment Companies | — | — | $112K | 0.6% | |
| PIMCO INCOME FUND - A | Registered Investment Companies | — | — | $107K | 0.6% | |
| JP MORGAN GOVT BOND FUND - A | Registered Investment Companies | — | — | $85K | 0.4% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $63K | 0.3% | |
| LA SHORT DURATION INC - A | Registered Investment Companies | — | — | $50K | 0.3% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $48K | 0.2% | |
| AMERFDS 2065 TARG DATE RET R4 | Registered Investment Companies | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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| INVESTMENT ADVISOR |
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