Stacey Rosbach signed MFOC Holdco, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MFOC Holdco, Inc.'s EIN is 45-4078144.
Download the official 2024 Form 5500 (PDF) for MFOC Holdco, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MFOC Holdco, Inc.'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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC | — | ALISO VIEJO, CA | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in common collective trust] | Other | — | — | $3.6M | 98.3% | |
| INDEXSELECT MODERATE 2035 FUND CLAS GREAT GRAY · EIN 81-4457845 / PN 307 | Common Collective Trust | — | — | $1.3M | 34.8% | |
| INDEXSELECT MODERATE 2045 FUND CLAS GREAT GRAY · EIN 81-4470950 / PN 308 | Common Collective Trust | — | — | $884K | 23.9% | |
| INDEXSELECT MODERATE 2055 FUND CLAS GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $425K | 11.5% | |
| INDEXSELECT CONSERVATIVE 2045 FD CL GREAT GRAY · EIN 81-4532033 / PN 313 | Common Collective Trust | — | — | $362K | 9.8% | |
| INDEXSELECT MODERATE RET FUND CLASS GREAT GRAY · EIN 81-4430771 / PN 305 | Common Collective Trust | — | — | $360K | 9.7% | |
| INDEXSELECT AGGRESSIVE RET FUND CLA GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $88K | 2.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4447624 / PN 306 | Common Collective Trust | — | — | $65K | 1.7% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL GREAT GRAY · EIN 81-4418048 / PN 304 | Common Collective Trust | — | — | $43K | 1.2% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 302 | Common Collective Trust | — | — | $41K | 1.1% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | — | $38K | 1.0% | |
| INDEXSELECT MODERATE 2065 FUND CLAS GREAT GRAY · EIN 38-7275305 / PN 774 | Common Collective Trust | — | — | $26K | 0.7% | |
| LARGE CAP VALUE I1 GREAT GRAY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $8K | 0.2% | |
| SMALL CAP VALUE FUND III CL I1 GREAT GRAY · EIN 38-7289846 / PN 001 | Common Collective Trust | — | — | $8K | 0.2% | |
| LARGE CAP GROWTH I1 GREAT GRAY · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $2K | <0.1% | |
| INDEXSELECT CONSERVATIVE 2065 FD CL GREAT GRAY · EIN 38-7275307 / PN 776 | Common Collective Trust | — | — | $2K | <0.1% | |
| CORE BOND I1 GREAT GRAY · EIN 82-1986152 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FLEXPATH STRATEGIES LLC | — | ALISO VIEJO, CA | OTHER | $2K | — |
