Heather TATE signed Mom365 Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mom365 Inc.'s EIN is 43-1261655.
Download the official 2024 Form 5500 (PDF) for Mom365 Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mom365 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 |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UHY LLP | 20-0694403 | — | NONE | $13K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $6.9M | 90.5% | |
| GREAT GRAY TRUST GGT BLACKROCK EQUITY INDEX 1 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $3.6M | 47.7% | |
| GREAT GRAY TRUST GGT LARGE CAP GROWTH I1 MUTUAL FUND SHARES 0 | Other securities | — | — | $1.0M | 13.6% | |
| AMERICAN UNITED LIFE INS CO AUL STABLE VALUE ACCOUNT 0 | Stable Value | — | — | $718K | 9.4% | |
| GREAT GRAY TRUST FLEXPATH IDX+ MOD RET R1 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $507K | 6.6% | |
| GREAT GRAY TRUST FLEXPATH IDX+ AGG RET R1 MUTUAL FUND SHARES 0 1 GREAT GRAY TRUST FLEXPATH IDX+ CNS 2035 R1 MUTUAL FUND SHARES 0 1 GREAT GRAY TRUST FLEXPATH IDX+ MOD 2035 R1 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $443K | 5.8% | |
| GREAT GRAY TRUST GGT BLACKROCK US DEBT IDX CL 1 MUTUAL FUND SHARES 0 1 GREAT GRAY TRUST GGT INTERNATIONAL EQUITY I1 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $389K | 5.1% | |
| GREAT GRAY TRUST FLEXPATH IDX+ MOD 2045 R1 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $260K | 3.4% | |
| PRUDENTIAL PGIM TOTAL RETURN BOND R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $182K | 2.4% | |
| GREAT GRAY TRUST FLEXPATH IDX+ MOD 2055 R1 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $116K | 1.5% | |
| PIMCO INCOME INSTL MUTUAL FUND SHARES 0 559 THORNBURG LTD TERM INC R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $77K | 1.0% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $77K | 1.0% | |
| PRUDENTIAL PGIM HIGH-YIELD R6 MUTUAL FUND SHARES 0 | Other securities | — | — | $31K | 0.4% | |
| GREAT GRAY TRUST GGT LARGE CAP GROWTH II I1 MUTUAL FUND SHARES 0 | Other securities | — | — | $28K | 0.4% | |
| GREAT GRAY TRUST GGT SMALL CAP GROWTH I1 MUTUAL FUND SHARES 0 | Other securities | — | — | $22K | 0.3% | |
| GREAT GRAY TRUST GGT MID CAP GROWTH CL I1 MUTUAL FUND SHARES 0 | Other securities | — | — | $22K | 0.3% | |
| JANUS HENDERSON JAN HEN SMALL CAP VAL N MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $22K | 0.3% | |
| GREAT GRAY TRUST GGT MID CAP VALUE I1 MUTUAL FUND SHARES 0 | Other securities | — | — | $20K | 0.3% | |
| GREAT GRAY TRUST GGT BLACKROCK EAFE EQUITY INDX MUTUAL FUND SHARES 0 | Other securities | — | — | $12K | 0.2% | |
| GREAT GRAY TRUST FLEXPATH IDX+ MOD 2065 R1 MUTUAL FUND SHARES 0 | Common Collective Trusts | — | — | $12K | 0.2% | |
| VANGUARD EQUITY-INCOME ADM MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $9K | 0.1% | |
| PARTICIPANTS LOANS 8% TO 9.5% 0 | Bonds / Notes | — | — | $4K | <0.1% | |
| FIDELITY SM CAP INDEX MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $2K | <0.1% | |
| AMERICAN FUNDS AMERFDS NEW PERSPECTIVE R6 MUTUAL FUND SHARES 0 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
