Brenda Potterfield signed Midway ARMS, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Midway ARMS, Inc.'s EIN is 43-1110390.
Download the official 2024 Form 5500 (PDF) for Midway ARMS, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Midway ARMS, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $54K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUNDVOLD FINANCIAL | 43-1823054 | — | INVESTMENT/FINANCIAL ADVI |
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 FUND - ADM | Registered Investment Companies | — | — | $8.4M | 17.5% | |
| HARBOR CAP APPRECIATION RETIRE | Registered Investment Companies | — | — | $5.5M | 11.4% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $5.4M | 11.1% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $3.7M | 7.6% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $3.7M | 7.6% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $3.0M | 6.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.4M | 5.0% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $2.2M | 4.6% | |
| BLACKROCK MIDCAP GROWTH EQ K | Registered Investment Companies | — | — | $2.1M | 4.3% | |
| DFA US VECTOR EQ FD INST | Registered Investment Companies | — | — | $1.8M | 3.8% | |
| FRANKLIN SMALL CAP GROWTH R6 | Registered Investment Companies | — | — | $1.4M | 3.0% | |
| DFA US TARGETED VAL PORT INST | Registered Investment Companies | — | — | $1.4M | 2.8% | |
| OAKMARK INTERNATIONAL INVESTOR | Registered Investment Companies | — | — | $1.2M | 2.5% | |
| BNYM SM MD CP GR Y | Registered Investment Companies | — | — | $902K | 1.9% | |
| LOOMIS SAYLES STRAT INC - N | Registered Investment Companies | — | — | $800K | 1.7% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $711K | 1.5% | |
| MFS UTILITIES R6 | Registered Investment Companies | — | — | $670K | 1.4% | |
| FPA CRESCENT INST | Registered Investment Companies | — | — | $551K | 1.1% | |
| DFA EMERG MKT SM CAP I | Registered Investment Companies | — | — | $540K | 1.1% | |
| VANGUARD GNMA ADM | Registered Investment Companies | — | — | $516K | 1.1% | |
| MET GG SV 25554 - J WILMINGTON TRUST RISC CIT · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $423K | 0.9% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $266K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $266K | 0.6% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $83K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $22K |
| — |
