Jewel Lemler signed Mary T. Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mary T. Inc.'s EIN is 41-1525780.
Download the official 2024 Form 5500 (PDF) for Mary T. Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mary T. Inc.'s plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
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 | $132K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $28K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $2.1M | 18.6% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $1.8M | 15.6% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $1.6M | 14.0% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $1.3M | 11.4% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $993K | 8.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $902K | 8.0% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $549K | 4.9% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $444K | 3.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $335K | 3.0% | |
| Vanguard Target Retirement Inc. | Mutual Funds | — | — | $287K | 2.5% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $178K | 1.6% | |
| maturity 1‐10 years $0 | Other securities | — | — | $161K | 1.4% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $124K | 1.1% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $113K | 1.0% | |
| Vanguard Federal Money Market Fund | Mutual Funds | — | — | $93K | 0.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral | Common Collective Trusts | — | — | $71K | 0.6% | |
| Harbor Capital Appreciation Fund Institutional Class | Other securities | — | — | $70K | 0.6% | |
| Vanguard Developed Markets Index Fund Admiral | Common Collective Trusts | — | — | $66K | 0.6% | |
| American Funds Balanced Fund Class R‐6 | Mutual Funds | — | — | $26K | 0.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $26K | 0.2% | |
| Hartford Dividend and Growth Fund Class R4 | Other securities | — | — | $26K | 0.2% | |
| MFS International Intrinsic Value R3 Fund | Mutual Funds | — | — | $25K | 0.2% | |
| Undiscovered Managers Behavioral Value Fund Class R6 | Other securities | — | — | $19K | 0.2% | |
| Janus Henderson Triton Fund Class T | Mutual Funds | — | — | $16K | 0.1% | |
| Fidelity ‐ BrokerageLink: Fidelity Fund ** 787 Corporate Stocks * Fidelity ‐ BrokerageLink: Common Stock | Mutual Funds | — | — | $15K | 0.1% | |
| BlackRock Total Return Fund | Other securities | — | — | $4K | <0.1% | |
| Vanguard FTSE Social Index Fund Admiral | Common Collective Trusts | — | — | $3K | <0.1% | |
| Fidelity Real Estate Index Fund | Common Collective Trusts | — | — | $3K | <0.1% | |
| Pioneer Strategic Income Y | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
