William Brown signed MAYO Holding Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MAYO Holding Company's EIN is 41-1578020.
Download the official 2024 Form 5500 (PDF) for MAYO Holding Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MAYO Holding Company's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INV INST OP CO, LLC | 04-2647786 | — | RECORDKEEPER | -$278K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FINANCIAL ENGINES | 77-0473565 | — | ADVISOR | $498K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 |
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 Institutional Index Plus | Mutual Funds | — | — | $123.4M | 16.2% | |
| TIAA Traditional FA Fund | Mutual Funds | — | — | $86.5M | 11.3% | |
| Fidelity International Index Fund* | Common Collective Trusts | — | — | $64.1M | 8.4% | |
| Vanguard Institutional Total Stock Market | Mutual Funds | — | — | $47.4M | 6.2% | |
| Fidelity LT TR BD Index* | Mutual Funds | — | — | $42.5M | 5.6% | |
| Fidelity Extended Market Index Fund* | Common Collective Trusts | — | — | $34.3M | 4.5% | |
| Fidelity US Bond Index Fund* | Common Collective Trusts | — | — | $29.4M | 3.9% | |
| Fidelity Emerging Markets Index Fund* | Common Collective Trusts | — | — | $24.8M | 3.2% | |
| Fidelity Freedom K 2030* | Mutual Funds | — | — | $23.4M | 3.1% | |
| Vanguard Primecap Adm Fund | Mutual Funds | — | — | $22.8M | 3.0% | |
| Vanguard Wellington Adm Fund | Mutual Funds | — | — | $19.7M | 2.6% | |
| Fidelity Freedom K 2040* | Mutual Funds | — | — | $18.0M | 2.4% | |
| Fidelity Low Price Stock Fund K* | Mutual Funds | — | — | $15.1M | 2.0% | |
| Fidelity Contrafund K* | Mutual Funds | — | — | $14.8M | 1.9% | |
| Fidlity Institutional Money Market* | Cash / Money Market | — | — | $14.3M | 1.9% | |
| Metwest Total Return Bond Fund | Other securities | — | — | $9.2M | 1.2% | |
| Vanguard Wellesley Adm Fund | Mutual Funds | — | — | $9.0M | 1.2% | |
| AF Europacific Growth Fund | Other securities | — | — | $8.9M | 1.2% | |
| Hartford Life Insurance Fixed Account | Other securities | — | — | $8.8M | 1.2% | |
| Vanguard Windsor II Adm Fund | Mutual Funds | — | — | $8.5M | 1.1% | |
| Fidelity Mid Cap Stock Fund K* | Mutual Funds | — | — | $7.8M | 1.0% | |
| AF Washington Mutual Fund | Other securities | — | — | $7.5M | 1.0% | |
| Fidelity Freedom K 2050* | Mutual Funds | — | — | $6.7M | 0.9% | |
| Fidelity Freedom K 2020* | Mutual Funds | — | — | $6.0M | 0.8% | |
| Oakmark Select Fund | Other securities | — | — | $6.0M | 0.8% | |
| Vanguard LS Moderate Growth Fund | Mutual Funds | — | — | $5.7M | 0.7% | |
| Dodge & Cox Stock | Mutual Funds | — | — | $5.7M | 0.7% | |
| Vanguard Explorer Adm Fund | Mutual Funds | — | — | $5.7M | 0.7% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $5.0M | 0.7% | |
| Fidelity Dividend Growth Fund K* | Mutual Funds | — | — | $4.9M | 0.6% | |
| Royce PA Mutual Inv | Other securities | — | — | $4.8M | 0.6% | |
| AF Growth Fund Amer | Other securities | — | — | $4.6M | 0.6% | |
| TRP New Horizons Fund | Other securities | — | — | $4.2M | 0.5% | |
| Fidelity Capital & Income Fund* | Mutual Funds | — | — | $3.9M | 0.5% | |
| Oakmark International I Fund | Other securities | — | — | $3.4M | 0.5% | |
| Baron Growth Fund | Other securities | — | — | $3.2M | 0.4% | |
| AF New Perspective Fund | Other securities | — | — | $3.1M | 0.4% | |
| Vanguard Healthcare Adm Fund | Mutual Funds | — | — | $2.6M | 0.3% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $2.3M | 0.3% | |
| AF Capital World Growth & Income Fund | Other securities | — | — | $2.2M | 0.3% | |
| Fidelity Freedom K 2010* | Mutual Funds | — | — | $2.0M | 0.3% | |
| Dodge & Cox Balanced Fund | Mutual Funds | — | — | $1.7M | 0.2% | |
| Vanguard Reit Index Fund | Common Collective Trusts | — | — | $1.3M | 0.2% | |
| TRP International Discovery | Other securities | — | — | $1.3M | 0.2% | |
| Vanguard Energy Adm Fund | Mutual Funds | — | — | $1.2M | 0.2% | |
| Vanguard Inflation Pro Sec IS Fund | Mutual Funds | — | — | $1.2M | 0.2% | |
| Oakmark Equity & Income Fund | Other securities | — | — | $1.1M | 0.1% | |
| maturing at various dates through October 2038* | Other securities | — | — | $1.0M | 0.1% | |
| Neuberger Berman Genesis Fund Institutional Class | Other securities | — | — | $1.0M | 0.1% | |
| PIMCO Low Dur Fund | Mutual Funds | — | — | $629K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| CONSULTANT |
| $7K |
| — |
