Matthew MOSS signed Michael Best & Friedrich, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Michael Best & Friedrich, LLP's EIN is 39-0934985.
Download the official 2024 Form 5500 (PDF) for Michael Best & Friedrich, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Michael Best & Friedrich, LLP's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
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 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT | — | BOSTON, MA | INVESTMENT ADVISOR | $63K | — |
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 | |||||
|---|---|---|---|---|---|---|
| CIF II US INV GRADE CORP LONG BOND WELLINGTON TRUST · EIN 04-6913417 / PN 120 | Common Collective Trust | — | $23.3M | $22.3M | 35.6% | |
| Fidelity 500 Index | Common Collective Trusts | — | $9.1M | $11.2M | 17.9% | |
| CIF II TIPS WELLINGTON TRUST · EIN 04-6913417 / PN 139 | Common Collective Trust | — | $9.4M | $9.3M | 14.8% | |
| Fidelity International Index | Mutual Funds | — | $5.7M | $5.7M | 9.2% | |
| WTC CIF II US LONG TREASURY PORT WELLINGTON TRUST · EIN 04-6913417 / PN 173 | Common Collective Trust | — | $4.1M | $3.6M | 5.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | $2.9M | $3.4M | 5.4% | |
| WTC CIF II US INVESTMENT GRADE WELLINGTON TRUST · EIN 04-6913417 / PN 206 | Common Collective Trust | — | $1.9M | $1.9M | 3.0% | |
| State Street Bank and Trust DWS RREEF Real Assets R6 | Other securities | — | $1.8M | $1.9M | 3.0% | |
| PIMCO RAE Emerging Markets Instl | Mutual Funds | — | $1.2M | $1.2M | 1.9% | |
| State Street Bank and Trust Vanguard Federal Money Market Inv | Mutual Funds | — | $1.1M | $1.1M | 1.8% | |
| GQG Partners Emerging Markets Equity R6 | Other securities | — | $1.1M | $1.1M | 1.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
