Melanie D. Gilbert signed The Michaels Organization, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Michaels Organization, LLC's EIN is 47-4070382.
Download the official 2024 Form 5500 (PDF) for The Michaels Organization, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Michaels Organization, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.
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 | $169K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | 04-1347393 | CHARLOTTE, NC | BROKER/ADVISOR | $89K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds American Funds 2050 Target Date Retirement Fund | Mutual Funds | — | — | $12.0M | 12.0% | |
| American Funds 2035 Target Date Retirement Fund II | Mutual Funds | — | — | $8.7M | 8.7% | |
| Key Guaranteed Portfolio Fund 0 | Guaranteed Income / GIC | — | — | $8.7M | 8.7% | |
| 2030 Target Date Retirement Fund IJk | Other securities | — | — | $8.3M | 8.2% | |
| American Funds 2045 Target Date Retirement Fund II | Mutual Funds | — | — | $7.0M | 7.0% | |
| American Funds 2040 Target Date Retirement Fund II | Mutual Funds | — | — | $5.5M | 5.5% | |
| 500 Index Admiral IkC | Common Collective Trusts | — | — | $4.2M | 4.2% | |
| American Funds American Funds 2025 Target Date Retirement Fund | Mutual Funds | — | — | $3.7M | 3.7% | |
| American Balanced Fund II | Other securities | — | — | $3.5M | 3.5% | |
| Empower Annuity Insurance Company of America Participant Loans 4.25% - 9.50% | Bonds / Notes | — | — | $2.8M | 2.8% | |
| American Funds Washington Mutual Investors Fund 0 | Mutual Funds | — | — | $2.7M | 2.7% | |
| American Funds Inveshnent Company of America | Mutual Funds | — | — | $2.4M | 2.4% | |
| American Funds Fundamental Investors )l!)l! | Mutual Funds | — | — | $1.9M | 1.9% | |
| New Economy Fund Iklk | Other securities | — | — | $1.8M | 1.8% | |
| TD Ameritrade SDB Self-Directed Brokerage Account II | Self-Directed Brokerage | — | — | $1.8M | 1.8% | |
| American Funds American Funds Income Fund of America | Mutual Funds | — | — | $1.6M | 1.6% | |
| American Funds American Funds AMCAP Fund | Mutual Funds | — | — | $1.6M | 1.6% | |
| American Funds New Perspective Fund ml | Mutual Funds | — | — | $1.6M | 1.6% | |
| American Funds American Mutual Fund Illlk | Mutual Funds | — | — | $1.5M | 1.5% | |
| American Funds Capital World Growth and Income Fund II | Mutual Funds | — | — | $1.5M | 1.5% | |
| American Funds EuroPacific Growth Fund II | Mutual Funds | — | — | $1.3M | 1.3% | |
| American Funds American Funds Small Cap World Fund | Mutual Funds | — | — | $1.3M | 1.3% | |
| American Funds American Funds Bond Fund of America | Mutual Funds | — | — | $1.1M | 1.1% | |
| 2020 Target Date Retirement Fund 0 | Other securities | — | — | $1.1M | 1.1% | |
| American Funds Capital Income Builder | Mutual Funds | — | — | $1.1M | 1.1% | |
| American Funds American Funds 2010 Target Date Retirement Fund | Mutual Funds | — | — | $967K | 1.0% | |
| Principal High Yield Inst | Other securities | — | — | $799K | 0.8% | |
| American Funds Realty Shares II | Mutual Funds | — | — | $726K | 0.7% | |
| American Funds 2060 Target Date Retirement Fund II | Mutual Funds | — | — | $465K | 0.5% | |
| American Funds New World Fund 0 | Mutual Funds | — | — | $410K | 0.4% | |
| Capital World Bond Fund *li | Other securities | — | — | $353K | 0.4% | |
| 2055 Target Date Retirement Fund II | Other securities | — | — | $305K | 0.3% | |
| PIMCO Funds Total Retum Institutional Class | Mutual Funds | — | — | $225K | 0.2% | |
| First Eagle Funds PIMCO Funds Commodity Real Ret Strat A | Mutual Funds | — | — | $196K | 0.2% | |
| American Funds 2015 Target Date Retirement Fund | Mutual Funds | — | — | $193K | 0.2% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $166K | 0.2% | |
| U.S. Govemment Securities Fund II | Other securities | — | — | $155K | 0.2% | |
| First Eagle Funds Gold Fund | Other securities | — | — | $89K | <0.1% | |
| Cohen & Steers Gold Fund II | Other securities | — | — | $89K | <0.1% | |
| American Funds Growth Fund of America 0 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ESTATE & PENSION ADVISORY BOARD | 27-0475956 | CHERRY HILL, NJ | THIRD PARTY ADMINISTRATOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BDO USA, LLP | 13-5381590 | GRAND RAPIDS, MI | AUDITOR | $33K | — |
