Matthew MOSS signed Michael Best and Friedrich, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Michael Best and Friedrich, LLP's EIN is 39-0934985.
Download the official 2024 Form 5500 (PDF) for Michael Best and Friedrich, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michael Best and Friedrich, LLP'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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BLACKHAWK CAPITAL PARTNERS LLC | 45-2341486 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Instl Index | Mutual Funds | — | — | $83.2M | 25.9% | |
| Charles Schwab Charles Schwab Institutional Personal Choice Retirement Account | Self-Directed Brokerage | — | — | $46.5M | 14.5% | |
| Baird Aggregate Bond Instl | Other securities | — | — | $40.4M | 12.6% | |
| Baird Short-Term Bond Inst | Other securities | — | — | $21.5M | 6.7% | |
| Vanguard Mid Cap Index Instl | Mutual Funds | — | — | $19.0M | 5.9% | |
| Transamerica Trust Company Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $14.7M | 4.6% | |
| Dimensional DFA International Value I | Mutual Funds | — | — | $11.9M | 3.7% | |
| Vanguard International Growth Adm | Mutual Funds | — | — | $11.9M | 3.7% | |
| Vanguard Growth Index Instl | Mutual Funds | — | — | $11.4M | 3.6% | |
| Vanguard Treasury Money Market Investor | Mutual Funds | — | — | $8.2M | 2.6% | |
| Dimensional DFA International Small Company I | Mutual Funds | — | — | $6.7M | 2.1% | |
| Dimensional DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $6.6M | 2.1% | |
| Vanguard Small Cap Growth Index Instl | Mutual Funds | — | — | $6.1M | 1.9% | |
| Vanguard Small Cap Value Index I | Mutual Funds | — | — | $5.4M | 1.7% | |
| Vanguard Value Index Instl | Mutual Funds | — | — | $5.0M | 1.6% | |
| Vanguard Total International Stock Index Instl | Mutual Funds | — | — | $4.8M | 1.5% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $4.0M | 1.3% | |
| Vanguard Mid Cap Growth Index Adm | Mutual Funds | — | — | $2.4M | 0.7% | |
| Vanguard Mid Cap Value Index Adm | Mutual Funds | — | — | $1.4M | 0.4% | |
| Participant Loans, Interest Rates Between 3.38% and 9.50% With Various Maturities - | Bonds / Notes | — | — | $1.1M | 0.3% | |
| Fidelity Inflation-Prot Bd Idx | Common Collective Trusts | — | — | $993K | 0.3% | |
| State Street Bank & Trust Co. Cash Reserve Account | Cash / Money Market | — | — | $63K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $34K |
| — |
| F/M INVESTMENTS LLC | 84-1772859 | — | ADVISOR | $29K | — |
| ZIEGLER CAPITAL MANAGEMENT LLC | 85-0597999 | — | ADVISOR | $26K | — |
| ARCATAUR CAPITAL MANAGEMENT LLC | 11-3662316 | — | ADVISOR | $20K | — |
| ANNEX ADVISORY SERVICES LLC | 68-0524298 | — | ADVISOR | $16K | — |
| MESIROW FINANCIAL INVESTMENT M | 36-3429599 | — | ADVISOR | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
