Christie Iacovetti signed Miniat Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miniat Holdings LLC's EIN is 46-3958921.
Download the official 2024 Form 5500 (PDF) for Miniat Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miniat Holdings LLC'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| OSAIC WEALTH INC | 93-0987232 | — | INVESTMENT ADVISOR | $38K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $11.6M | 24.4% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $5.8M | 12.1% | |
| Vanguard LifeStrategy Conservative Growth Fund | Mutual Funds | — | — | $5.2M | 11.0% | |
| Vanguard Strategic Equity Fund | Mutual Funds | — | — | $3.3M | 7.0% | |
| Vanguard Windsor II Fund | Mutual Funds | — | — | $3.3M | 6.9% | |
| Vanguard LifeStrategy Growth Fund | Mutual Funds | — | — | $2.2M | 4.7% | |
| Vanguard Cash Reserves Federal Money Market Fund | Mutual Funds | — | — | $1.9M | 4.0% | |
| Vanguard Large-Cap Index Fund | Common Collective Trusts | — | — | $1.8M | 3.7% | |
| Vanguard LifeStrategy Moderate Growth Fund | Mutual Funds | — | — | $1.5M | 3.1% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $1.5M | 3.1% | |
| Columbia Small-Cap Growth Fund | Other securities | — | — | $1.2M | 2.5% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $1.1M | 2.4% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $825K | 1.7% | |
| Vanguard Small-Cap Value Index Fund | Common Collective Trusts | — | — | $811K | 1.7% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $652K | 1.4% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $562K | 1.2% | |
| Fidelity Mid-Cap Stock Fund | Mutual Funds | — | — | $529K | 1.1% | |
| Vanguard International Growth Fund | Mutual Funds | — | — | $509K | 1.1% | |
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $481K | 1.0% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $464K | 1.0% | |
| Participants Notes receivable from participants (interest rates ranging from 3.25 to 8.50 | Other securities | — | — | $437K | 0.9% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $424K | 0.9% | |
| Vanguard International Value Fund | Mutual Funds | — | — | $341K | 0.7% | |
| Vanguard LifeStrategy Income Fund | Mutual Funds | — | — | $296K | 0.6% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $269K | 0.6% | |
| Columbia Mid-Cap Value Fund | Other securities | — | — | $191K | 0.4% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $155K | 0.3% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $111K | 0.2% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $38K | <0.1% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $28K | <0.1% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $27K | <0.1% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
