Alicia Kiser signed M3 Insurance Solutions, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M3 Insurance Solutions, Inc.'s EIN is 39-1141360.
Download the official 2024 Form 5500 (PDF) for M3 Insurance Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M3 Insurance Solutions, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 30-1413443 | — | AUDITOR | $14K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| BlackRock LifePath Index 2035 Fund N/R | Other securities | — | — | $13.5M | 11.6% | |
| BlackRock LifePath Index 2045 Fund N/R | Other securities | — | — | $13.2M | 11.3% | |
| Fidelity 500 Index Fund N/R | Common Collective Trusts | — | — | $11.8M | 10.1% | |
| MFS Growth Fund R3 N/R | Mutual Funds | — | — | $10.6M | 9.1% | |
| BlackRock LifePath Index 2040 Fund N/R | Other securities | — | — | $8.5M | 7.3% | |
| BlackRock LifePath Index 2050 Fund N/R | Other securities | — | — | $7.0M | 6.0% | |
| BlackRock LifePath Index 2030 Fund N/R | Mutual Funds | — | — | $6.7M | 5.8% | |
| BlackRock LifePath Index Retirement Fund N/R | Other securities | — | — | $5.5M | 4.7% | |
| LARGE CAP VALUE FUND - FEE CLASS R1 WILMINGTON TRUST, N.A. · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $5.4M | 4.6% | |
| Voya Fixed Account N/R | Guaranteed Income / GIC | — | — | $4.8M | 4.1% | |
| BlackRock LifePath Index 2055 Fund N/R | Other securities | — | — | $4.6M | 3.9% | |
| BlackRock LifePath Index 2060 Fund N/R | Other securities | — | — | $3.1M | 2.7% | |
| Hartford Hrtfrd Opport Fnd R4 N/R | Other securities | — | — | $2.8M | 2.4% | |
| MID CAP VALUE FUND - FEE CLASS R1 C WILMINGTON TRUST FUNDS · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $2.7M | 2.4% | |
| CORE PLUS BOND FUND - FEE CLASS R1 WILMINGTON TRUST FUNDS · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $2.4M | 2.1% | |
| Fidelity Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $2.0M | 1.7% | |
| DFA Emerging Mkts Core Eq 2-Inst N/R | Mutual Funds | — | — | $2.0M | 1.7% | |
| Allspring Allspg Spec SmCp VI Fd A N/R | Other securities | — | — | $1.8M | 1.6% | |
| MFS International Value Fund R3 N/R | Mutual Funds | — | — | $1.8M | 1.5% | |
| Fidelity Small Cap Index Fund N/R | Common Collective Trusts | — | — | $1.8M | 1.5% | |
| Carillion Eagle Carillon Eagle Mid Cap Grw A N/R | Other securities | — | — | $1.6M | 1.4% | |
| JP Morgan Small Cap Growth Fund N/R | Other securities | — | — | $1.1M | 1.0% | |
| MainStay High Yield Corporate Bond Fund R6 N/R | Other securities | — | — | $769K | 0.7% | |
| BlackRock LifePath Index 2065 Fund N/R | Other securities | — | — | $496K | 0.4% | |
| Participant Loans * Notes receivable from Interest rates: Ranging from 4.25% - 9.50%, N/R | Bonds / Notes | — | — | $211K | 0.2% | |
| DFA Commodity Strategy Institutional N/R | Mutual Funds | — | — | $200K | 0.2% | |
| Money Market Funds * Voya Government Money Market Fund A N/R | Cash / Money Market | — | — | $100K | <0.1% | |
| EMERGING MARKETS FUND - FEE CLASS R WILMINGTON TRUST, N.A. · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $0 | <0.1% |
