ALY Rogers signed Marketing Architects, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marketing Architects, Inc.'s EIN is 41-1865444.
Download the official 2024 Form 5500 (PDF) for Marketing Architects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marketing Architects, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $58K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Funds JP Morgan Core Plus Bond R6 N/R | Other securities | — | — | $3.8M | 15.5% | |
| Fund JP Morgan Funds JP Morgan Large Cap Growth R6 N/R | Other securities | — | — | $3.4M | 13.8% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $3.1M | 12.8% | |
| Account The American Funds American Funds WshMut Inv R6 N/R | Mutual Funds | — | — | $2.5M | 10.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $1.9M | 7.7% | |
| Co The American Funds American Funds EuroPacific Growth N/R | Mutual Funds | — | — | $1.3M | 5.2% | |
| R6 Fund Fidelity Investments Fidelity Adv Small Cap Growth Z N/R | Mutual Funds | — | — | $1.2M | 5.0% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $1.2M | 4.9% | |
| Principal Life Insurance Co Mid Cap S&P 400 Index Separate N/R | Common Stocks | — | — | $1.2M | 4.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $1.2M | 4.8% | |
| Account Eagle Financial Services Carillon Eagle Mid Cap Growth R6 N/R | Other securities | — | — | $1.1M | 4.4% | |
| Fund American Beacon Funds American Beacon Small Cap Value N/R | Other securities | — | — | $956K | 3.9% | |
| R6 Fund The American Funds American Funds New Perspective N/R | Mutual Funds | — | — | $788K | 3.2% | |
| R6 Fund MFS Int'l New Discovery R6 Fund N/R | Mutual Funds | — | — | $723K | 2.9% | |
| MFS Mid Cap Value R6 Fund N/R | Mutual Funds | — | — | $543K | 2.2% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $362K | 1.5% | |
| Account Dimensional Fund Advisors DFA Emerging Markets Core Equity N/R | Mutual Funds | — | — | $286K | 1.2% | |
| I Fund Amana Participation Inv Fund N/R | Master Trust Interest | — | — | $108K | 0.4% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | Bonds / Notes | — | — | $60K | 0.2% | |
| (E) | Other securities | — | — | $60K | 0.2% | |
| (E) | Other securities | — | — | $43K | 0.2% | |
| Amana Growth Inst Fund N/R | Other securities | — | — | $43K | 0.2% |
