Scott Garber signed Maestro Consulting Services, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maestro Consulting Services, LLC's EIN is 47-5109722.
Download the official 2024 Form 5500 (PDF) for Maestro Consulting Services, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maestro Consulting Services, 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 |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $198K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VENTURE VISIONARY PARTNERS LLC | — | SYLVANIA, OH | ADVISOR | $50K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $2.9M | 12.5% | |
| American Century Retirement 2050 Fund | Other securities | — | — | $2.4M | 10.4% | |
| American Century Retirement 2035 Fund | Other securities | — | — | $2.1M | 9.1% | |
| American Century Retirement 2040 Fund | Other securities | — | — | $1.7M | 7.3% | |
| American Century Retirement 2045 Fund | Other securities | — | — | $1.6M | 6.8% | |
| American Century Retirement 2030 Fund | Other securities | — | — | $1.4M | 6.2% | |
| American Century Retirement 2025 Fund | Other securities | — | — | $1.4M | 6.1% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.3M | 5.7% | |
| American Century Retirement 2055 Fund | Other securities | — | — | $1.3M | 5.7% | |
| American Century Retirement 2060 Fund | Other securities | — | — | $1.1M | 4.7% | |
| American Century Retirement Date Fund | Other securities | — | — | $1.1M | 4.7% | |
| Standard Insurance Company Stable Asset Fund II | Common Stocks | — | — | $907K | 3.9% | |
| MFS Growth Fund | Mutual Funds | — | — | $756K | 3.2% | |
| Vanguard Total International Stock Index Fund | Common Collective Trusts | — | — | $586K | 2.5% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $492K | 2.1% | |
| John Hancock Bond Fund | Other securities | — | — | $460K | 2.0% | |
| Nuveen Dividend Value Fund | Mutual Funds | — | — | $453K | 1.9% | |
| BlackRock Global Allocation Fund | Other securities | — | — | $343K | 1.5% | |
| Participant Loans Interest rates from 5.25% to 10.50% - | Bonds / Notes | — | — | $228K | 1.0% | |
| First Eagle Global Fund | Other securities | — | — | $193K | 0.8% | |
| Franklin U.S. Government Securities Fund | Mutual Funds | — | — | $90K | 0.4% | |
| Alliance Bernstein AB High Income Fund | Other securities | — | — | $86K | 0.4% | |
| Allspring SMID Cap Growth Fund | Other securities | — | — | $86K | 0.4% | |
| Macquarie Small Cap Value Fund | Other securities | — | — | $72K | 0.3% | |
| Principal SmallCap Growth Fund | Other securities | — | — | $28K | 0.1% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $16K | <0.1% | |
| PGIM Global Total Return Fund | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | TRUSTEE | $9K | — |
