Meggan Toombs signed Mosby Building ARTS, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mosby Building ARTS, Ltd.'s EIN is 43-1705000.
Download the official 2024 Form 5500 (PDF) for Mosby Building ARTS, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mosby Building ARTS, Ltd.'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 |
|---|---|---|---|---|---|
| ALERUS FINANCIAL NA | 45-6062081 | — | NONE | $47K | — |
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 | |||||
|---|---|---|---|---|---|---|
| 30 Alerus Financial, N.A. William Blair Large Cap Growth Fund | Other securities | — | — | $1.1M | 14.6% | |
| 28 Alerus Financial, N.A. Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.0M | 13.1% | |
| 7 Alerus Financial, N.A. Dodge & Cox Stock Fund | Mutual Funds | — | — | $792K | 10.2% | |
| 10 Alerus Financial, N.A. Vanguard 500 Index Fund | Common Collective Trusts | — | — | $614K | 7.9% | |
| 15 Alerus Financial, N.A. Vanguard International Growth Fund | Mutual Funds | — | — | $567K | 7.3% | |
| 5 Alerus Financial, N.A. Dimensional U.S. Small Cap Value Portfolio | Mutual Funds | — | — | $407K | 5.2% | |
| 17 Alerus Financial, N.A. Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $378K | 4.9% | |
| 23 Alerus Financial, N.A. Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $368K | 4.7% | |
| 29 Alerus Financial, N.A. Victory Sycamore Established Value Fund | Other securities | — | — | $285K | 3.7% | |
| 9 Alerus Financial, N.A. MFS Mid Cap Growth Fund | Mutual Funds | — | — | $278K | 3.6% | |
| 6 Alerus Financial, N.A. Dodge & Cox Balanced Fund | Mutual Funds | — | — | $276K | 3.5% | |
| 16 Alerus Financial, N.A. Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $222K | 2.8% | |
| 24 Alerus Financial, N.A. Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $221K | 2.8% | |
| 3 Alerus Financial, N.A. BNY Mellon Global Fixed Income Fund | Other securities | — | — | $196K | 2.5% | |
| METLIFE STABLE VALUE FUND CONTRACT RELIANCE TRUST COMPANY STABLE VALUE FUND - METLIFE GAC SERIES 25053 · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $181K | 2.3% | |
| 18 Alerus Financial, N.A. Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $160K | 2.1% | |
| 14 Alerus Financial, N.A. Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $159K | 2.0% | |
| Notes Receivable from Participants Maturing at various times through 2029. -0- | Other securities | — | — | $118K | 1.5% | |
| 19 Alerus Financial, N.A. Vanguard Target Retirement 2025 Fund ** 2 20 Alerus Financial, N.A. Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $72K | 0.9% | |
| 27 Alerus Financial, N.A. Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $56K | 0.7% | |
| 22 Alerus Financial, N.A. Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $48K | 0.6% | |
| 12 Alerus Financial, N.A. Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $45K | 0.6% | |
| 26 Alerus Financial, N.A. Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $27K | 0.4% | |
| 13 Alerus Financial, N.A. Vanguard High-Yield Corporate Fund | Mutual Funds | — | — | $26K | 0.3% | |
| 4 Alerus Financial, N.A. Dimensional International Value Fund | Mutual Funds | — | — | $16K | 0.2% | |
| 21 Alerus Financial, N.A. Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $12K | 0.2% | |
| 11 Alerus Financial, N.A. Vanguard Developed Markets Index Fund | Common Collective Trusts | — | — | $8K | 0.1% | |
| 1 Alerus Financial, N.A. Cash | Cash / Money Market | — | — | $7K | <0.1% | |
| 8 Alerus Financial, N.A. Goldman Sachs International Small Cap Insights Fund | Other securities | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
