Scott Gibson signed Melwood Horticultural Training Center's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Melwood Horticultural Training Center's EIN is 52-0857690.
Download the official 2024 Form 5500 (PDF) for Melwood Horticultural Training Center from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Melwood Horticultural Training Center's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $111K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | INVESTMENT ADVISORY | $32K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox | Mutual Funds | — | — | $5.0M | 15.0% | |
| Vanguard | Mutual Funds | — | — | $4.9M | 14.5% | |
| Transamerica | Other securities | — | — | $4.8M | 14.4% | |
| JP Morgan | Other securities | — | — | $4.5M | 13.6% | |
| Fidelity | Mutual Funds | — | — | $4.5M | 13.4% | |
| Vanguard | Mutual Funds | — | — | $4.2M | 12.7% | |
| MFS | Mutual Funds | — | — | $1.4M | 4.2% | |
| Vanguard | Mutual Funds | — | — | $1.2M | 3.7% | |
| Fidelity | Mutual Funds | — | — | $574K | 1.7% | |
| Fidelity | Mutual Funds | — | — | $506K | 1.5% | |
| Dimensional | Mutual Funds | — | — | $499K | 1.5% | |
| JP Morgan | Other securities | — | — | $434K | 1.3% | |
| MFS | Mutual Funds | — | — | $384K | 1.1% | |
| Fidelity | Mutual Funds | — | — | $320K | 1.0% | |
| State Street | Other securities | — | — | $70K | 0.2% | |
| Participants | Other securities | — | — | $53K | 0.2% |
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 |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
