TARA Lawrence signed Marketing Associates LLC DBA Onemagnify's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marketing Associates LLC DBA Onemagnify's EIN is 38-3585841.
Download the official 2024 Form 5500 (PDF) for Marketing Associates LLC DBA Onemagnify from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marketing Associates LLC DBA Onemagnify's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIGMA FINANCIAL CORP | 38-2472555 | — | ADVISOR | $20K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| Class R6 American Funds 2030 Target Date Retirement Fund N/R | Mutual Funds | — | — | $7.1M | 12.3% | |
| Class R6 American Funds 2035 Target Date Retirement Fund N/R | Mutual Funds | — | — | $5.3M | 9.2% | |
| Class R6 American Funds 2040 Target Date Retirement Fund N/R | Mutual Funds | — | — | $5.1M | 8.8% | |
| JPMorgan Large Cap Growth Fund Class R6 N/R | Other securities | — | — | $4.6M | 7.9% | |
| Fidelity Large Cap Growth Index Fund N/R | Common Collective Trusts | — | — | $4.5M | 7.7% | |
| Class R6 American Funds 2045 Target Date Retirement Fund N/R | Mutual Funds | — | — | $4.0M | 6.9% | |
| Class R6 American Funds 2055 Target Date Retirement Fund N/R | Mutual Funds | — | — | $3.6M | 6.2% | |
| Class R6 American Funds 2050 Target Date Retirement Fund N/R | Mutual Funds | — | — | $3.5M | 5.9% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $3.4M | 5.8% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $1.6M | 2.7% | |
| Class R6 American Funds 2060 Target Date Retirement Fund N/R | Mutual Funds | — | — | $1.3M | 2.2% | |
| Fidelity International Index Fund N/R | Common Collective Trusts | — | — | $1.1M | 1.9% | |
| MFS International Growth Fund Class R6 N/R | Mutual Funds | — | — | $1.0M | 1.7% | |
| JPMorgan Behavioral Value Fund Class R6 N/R | Other securities | — | — | $960K | 1.6% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $947K | 1.6% | |
| JPMorgan Mid Cap Growth Fund Class R6 N/R | Other securities | — | — | $840K | 1.4% | |
| Class R6 American Funds 2025 Target Date Retirement Fund N/R | Mutual Funds | — | — | $818K | 1.4% | |
| Fidelity US Bond Index Fund N/R | Common Collective Trusts | — | — | $682K | 1.2% | |
| Class R6 American Funds 2020 Target Date Retirement Fund N/R | Mutual Funds | — | — | $638K | 1.1% | |
| Participant Loans Interest rates: 4.25%-9.50% $0 | Bonds / Notes | — | — | $611K | 1.1% | |
| JPMorgan US Value Class R6 N/R | Other securities | — | — | $611K | 1.0% | |
| ClearBridge Small Cap Growth Fund N/R | Other securities | — | — | $592K | 1.0% | |
| TCW Metwest Total Return Bond Class I N/R | Other securities | — | — | $499K | 0.9% | |
| Class R6 Allspring Special Mid Cap Value Class R6 N/R | Other securities | — | — | $494K | 0.8% | |
| Class R6 American Funds 2065 Target Date Retirement Fund N/R | Mutual Funds | — | — | $451K | 0.8% | |
| Fund K6 Mutual Funds American Funds New Perspective R6 N/R | Mutual Funds | — | — | $365K | 0.6% | |
| MFS Growth Allocation Fund Class R4 N/R | Mutual Funds | — | — | $293K | 0.5% | |
| Cohen & Steers Real Estate Securities Z N/R | Other securities | — | — | $170K | 0.3% | |
| MFS Moderate Allocation Fund Class R4 N/R | Mutual Funds | — | — | $151K | 0.3% | |
| MFS Conservative Allocation Fund Class R4 N/R | Mutual Funds | — | — | $147K | 0.3% | |
| American Funds 2010 Target Date Retirement Fund N/R | Mutual Funds | — | — | $100K | 0.2% | |
| Class R6 American Funds 2015 Target Date Retirement Fund N/R | Mutual Funds | — | — | $99K | 0.2% | |
| Fidelity Inflation-Protected Bond Index Fund N/R | Common Collective Trusts | — | — | $18K | <0.1% | |
| UNITED OF OMAHA SEPARATE ACCT K UNITED OF OMAHA LIFE INSURANCE COMPANY · EIN 43-1795138 / PN 001 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
