Michael Lippenholz signed The Globe Pequot Publishing Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Globe Pequot Publishing Group, Inc.'s EIN is 52-1164576.
Download the official 2024 Form 5500 (PDF) for The Globe Pequot Publishing Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Globe Pequot Publishing Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $34K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Mutual Funds | — | — | $3.2M | 13.5% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $2.6M | 11.0% | |
| Vanguard Wellington Admiral Shares | Mutual Funds | — | — | $2.6M | 10.7% | |
| JP Morgan Large Cap Growth R6 | Other securities | — | — | $2.2M | 9.1% | |
| MFS Mass Investors Growth Stock Fund R6 | Mutual Funds | — | — | $1.8M | 7.6% | |
| MFS Value R6 Fund | Mutual Funds | — | — | $1.1M | 4.8% | |
| FEDERATED CAPITAL PRESERVATION FUND FEDERATED INVESTORS, INC. · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.1M | 4.7% | |
| Vanguard Wellesley Income Admiral Shares | Mutual Funds | — | — | $1.1M | 4.5% | |
| MFS International Growth Fund R6 | Mutual Funds | — | — | $977K | 4.1% | |
| Victory RS Global R6 Fund | Other securities | — | — | $765K | 3.2% | |
| Vanguard Target Retirement 2030 | Mutual Funds | — | — | $676K | 2.8% | |
| Vanguard Target Retirement 2050 | Mutual Funds | — | — | $565K | 2.4% | |
| Federated Total Return Gov Bd R6 | Other securities | — | — | $532K | 2.2% | |
| Calvert Equity A | Other securities | — | — | $523K | 2.2% | |
| Vanguard Target Retirement 2035 | Mutual Funds | — | — | $368K | 1.5% | |
| Vanguard Target Retirement 2040 | Mutual Funds | — | — | $352K | 1.5% | |
| Mainstay Mackay High Yield Corporate Bond Fund A | Other securities | — | — | $318K | 1.3% | |
| Vanguard Target Retirement 2045 | Mutual Funds | — | — | $304K | 1.3% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $289K | 1.2% | |
| Fidelity Real Estate Index | Mutual Funds | — | — | $255K | 1.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $252K | 1.1% | |
| Vanguard Target Retirement 2020 | Mutual Funds | — | — | $226K | 0.9% | |
| Fidelity Large Cap Growth Index | Mutual Funds | — | — | $159K | 0.7% | |
| Vanguard Government Securities Institutional Shares | Mutual Funds | — | — | $117K | 0.5% | |
| VANGUARD TARGET RETMT INCOME Registered Investment Company | Mutual Funds | — | — | $98K | 0.4% | |
| Notes Receivable From Participants * Participant Loans Interest rates from 4.25% to 9.5% with various $ - 0 - | Bonds / Notes | — | — | $88K | 0.4% | |
| American Century Short Term Institutional Fund | Other securities | — | — | $46K | 0.2% | |
| Vanguard Target Retirement 2065 | Mutual Funds | — | — | $37K | 0.2% | |
| Vanguard Target Retirement 2055 | Mutual Funds | — | — | $24K | <0.1% | |
| Vanguard Target Retirement 2060 | Mutual Funds | — | — | $19K | <0.1% | |
| Vanguard Explorer Admiral Shares | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
