Robert Farina signed Magna5 MS Holdings LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Magna5 MS Holdings LLC's EIN is 47-2618283.
Download the official 2024 Form 5500 (PDF) for Magna5 MS Holdings LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Magna5 MS Holdings LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2055 Fund N/R | Mutual Funds | — | — | $1.6M | 14.5% | |
| Money Market Fund Vanguard Group Vanguard Fed Money Market Fund N/R | Mutual Funds | — | — | $1.2M | 11.0% | |
| Vanguard Group Vanguard Target Retirement 2030 Fund N/R | Mutual Funds | — | — | $1.2M | 10.9% | |
| Vanguard Group Vanguard Target Retirement 2040 Fund N/R | Mutual Funds | — | — | $1.2M | 10.2% | |
| Vanguard Group Vanguard Target Retirement 2035 Fund N/R | Mutual Funds | — | — | $1.1M | 9.9% | |
| Vanguard Group Vanguard Target Retirement 2050 Fund N/R | Mutual Funds | — | — | $1.0M | 9.2% | |
| Vanguard Group Vanguard Target Retirement 2045 Fund N/R | Mutual Funds | — | — | $897K | 7.9% | |
| Vanguard Group Vanguard Target Retirement 2060 Fund N/R | Mutual Funds | — | — | $632K | 5.6% | |
| Vanguard Group Vanguard Target Retirement 2020 Fund N/R | Mutual Funds | — | — | $452K | 4.0% | |
| Vanguard Group Vanguard 500 Index Admiral Fund N/R | Common Collective Trusts | — | — | $334K | 2.9% | |
| Vanguard Group Vanguard Growth Index Fund N/R | Common Collective Trusts | — | — | $249K | 2.2% | |
| Vanguard Group Vanguard Target Retirement 2065 Fund N/R | Mutual Funds | — | — | $220K | 1.9% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $158K | 1.4% | |
| Vanguard Group Vanguard Target Retirement 2025 Fund N/R | Mutual Funds | — | — | $140K | 1.2% | |
| Vanguard Group Vanguard Mid Cap Index Fund N/R | Common Collective Trusts | — | — | $108K | 1.0% | |
| MFS Investment Management MFS Mid-Cap Growth R6 Fund N/R | Mutual Funds | — | — | $98K | 0.9% | |
| Vanguard Group Vanguard Total Stock Market Index Fund N/R | Common Collective Trusts | — | — | $96K | 0.8% | |
| Vanguard Group Vanguard Small-Cap Index Fund N/R | Common Collective Trusts | — | — | $92K | 0.8% | |
| Vanguard Group Vanguard Value Index Adm Fund N/R | Mutual Funds | — | — | $86K | 0.8% | |
| Vanguard Group Vanguard International Growth Adm Fd N/R | Mutual Funds | — | — | $52K | 0.5% | |
| Allsping Global Investments Allspring Special Mid Cap Value Fund N/R | Mutual Funds | — | — | $51K | 0.5% | |
| (E) | Other securities | — | — | $41K | 0.4% | |
| Vanguard Group Vanguard Total International Stock Fund N/R | Mutual Funds | — | — | $41K | 0.4% | |
| Vanguard Group Vanguard Target Retirement 2070 Fund N/R | Mutual Funds | — | — | $38K | 0.3% | |
| Dimensional Fund Advisors DFA US Targeted Value I Fund N/R | Mutual Funds | — | — | $31K | 0.3% | |
| Janus Henderson JanusHenderson Triton N N/R | Mutual Funds | — | — | $28K | 0.2% | |
| Vanguard Group Vanguard Target Retirement Income Fund N/R | Mutual Funds | — | — | $16K | 0.1% | |
| American Funds American Funds NewWorld R6 N/R | Mutual Funds | — | — | $15K | 0.1% | |
| Vanguard Group Vanguard Real Estate Index Adm Fund N/R | Mutual Funds | — | — | $15K | 0.1% | |
| Pimco Income Fund N/R | Mutual Funds | — | — | $11K | 0.1% | |
| Vanguard Group Vanguard Long-Term Trea Idx Adm N/R | Common Collective Trusts | — | — | $11K | 0.1% | |
| Vanguard Group Vanguard Short-Term Fed Admiral Fund N/R | Mutual Funds | — | — | $8K | <0.1% | |
| Vanguard Group Vanguard Intermediate-Term Treas Idx Adm N/R | Common Collective Trusts | — | — | $5K | <0.1% | |
| Metropolitan Management Metropolitan West Total Return Bond Fund N/R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
