Alysa Hannula signed Messerli & Kramer, P.A.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Messerli & Kramer, P.A.'s EIN is 41-1767334.
Download the official 2024 Form 5500 (PDF) for Messerli & Kramer, P.A. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Messerli & Kramer, P.A.'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 |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | RECORDKEEPER | $36K | — |
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 500 Index Admiral Shares | Common Collective Trusts | — | — | $4.4M | 9.6% | |
| JP Morgan Asset Management Large Cap Growth Fund R5 | Other securities | — | — | $3.8M | 8.2% | |
| Columbia Dividend Income Inst | Other securities | — | — | $3.6M | 7.9% | |
| BlackRock Funds Mid-Cap Growth Equity Inst | Other securities | — | — | $3.0M | 6.4% | |
| Fidelity Investments Small Cap Growth- Class I | Mutual Funds | — | — | $2.7M | 5.9% | |
| JP Morgan Asset Management Undiscovered Managers Behavioral Valus Fund Cl R6 | Other securities | — | — | $2.4M | 5.2% | |
| FEDERATED HERMES CAPITAL PRES. FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.4M | 5.2% | |
| JP Morgan Asset Management Core Bond Fund R5 | Other securities | — | — | $2.3M | 4.9% | |
| Vanguard Interm-Term Treasury Adm | Mutual Funds | — | — | $1.6M | 3.6% | |
| Fidelity Investments International Capital Appreciation | Mutual Funds | — | — | $1.6M | 3.6% | |
| Vanguard Growth Index Admiral | Mutual Funds | — | — | $1.6M | 3.4% | |
| Fidelity Investments International Index InstlPrm | Mutual Funds | — | — | $1.5M | 3.3% | |
| John Hancock Disciplined Value Mid Cap I | Other securities | — | — | $1.5M | 3.3% | |
| PGIM High Yield Cl Z | Other securities | — | — | $1.4M | 3.1% | |
| PGIM Global Toal Return Cl A | Common Stocks | — | — | $1.4M | 3.0% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $1.1M | 2.4% | |
| Vanguard Total Bond Market Index Adm | Mutual Funds | — | — | $929K | 2.0% | |
| Victory RS Global R6 | Other securities | — | — | $832K | 1.8% | |
| BlackRock Funds Technology Opportunities Instl | Other securities | — | — | $789K | 1.7% | |
| Vanguard Mid-Cap Value Index | Mutual Funds | — | — | $777K | 1.7% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $714K | 1.6% | |
| JP Morgan Asset Management Emerg mrkt Eq-R6 | Other securities | — | — | $649K | 1.4% | |
| Vanguard Mid-Cap Growth Index Admiral | Mutual Funds | — | — | $600K | 1.3% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $576K | 1.3% | |
| Invesco Developing Markets Fund R6 | Mutual Funds | — | — | $563K | 1.2% | |
| BlackRock Funds Health Sciences Opps Instl | Other securities | — | — | $533K | 1.2% | |
| Nuveen Real Estate Securities I | Mutual Funds | — | — | $482K | 1.0% | |
| Vanguard Small Cap Value Index Admiral | Mutual Funds | — | — | $448K | 1.0% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $349K | 0.8% | |
| Vanguard Inflation-Protected Sec Adm | Mutual Funds | — | — | $219K | 0.5% | |
| Vanguard Utilities Index Adm | Mutual Funds | — | — | $80K | 0.2% | |
| ICON Funds ICON Natural Resources & Infrastructure Instl | Other securities | — | — | $75K | 0.2% | |
| Fidelity Investments China Retion I | Mutual Funds | — | — | $66K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
