Sougol Ezzati signed Montgomery County, MD, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Montgomery County, MD, Inc.'s EIN is 52-1847976.
Download the official 2024 Form 5500 (PDF) for Montgomery County, MD, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Montgomery County, MD, Inc.'s plan includes a 403(b) annuity, 403(b) custodial accounts, 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 |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORD KEEPER | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI SECURITIES INC | — | GLASTONBURY, CT | BROKER/DEALER | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA US TARGETED VALUE PORTFOLIO;INSTITUTIONAL N/A 872 FIDELITY 500 INDEX FUND N/A | Common Collective Trusts | — | — | $1.2M | 18.2% | |
| AMERICAN FUND AMERICAN FUNDS 2050 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $962K | 15.2% | |
| AMERICAN FUND AMERICAN FUNDS 2030 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $782K | 12.3% | |
| AMERICAN FUND AMERICAN FUNDS 2045 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $637K | 10.1% | |
| AMERICAN FUND AMERICAN FUNDS 2040 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $629K | 9.9% | |
| AMERICAN FUND AMERICAN FUNDS 2035 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $461K | 7.3% | |
| AMERICAN FUND AMERICAN FUNDS 2020 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $438K | 6.9% | |
| AMERICAN FUND AMERICAN FUNDS 2055 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $342K | 5.4% | |
| AMERICAN FUND AMERICAN FUNDS 2025 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $223K | 3.5% | |
| AMERICAN FUND AMERICAN FUNDS 2060 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $213K | 3.4% | |
| FIDELITY MID CAP INDEX FUND N/A 219 JPMORGAN LARGE CAP GROWTH FUND R6 N/A | Common Collective Trusts | — | — | $127K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADM N/A | Mutual Funds | — | — | $74K | 1.2% | |
| VANGUARD MID CAP INDEX ADM N/A | Mutual Funds | — | — | $58K | 0.9% | |
| ALLSPRING SPECIAL MID CAP VALUE FUND N/A | Other securities | — | — | $48K | 0.8% | |
| MASSACHUSETTS FINANCIAL SERVICES MFS INTERNATIONAL DIVERSIFICATION FUND CLASS R6 N/A | Mutual Funds | — | — | $47K | 0.7% | |
| PIMCO INCOME FUND INSTITUTIONAL N/A 201 VANGUARD BALANCED INDEX FUND ADMIRAL N/A 855 VANGUARD EQUITY-INCOME FUND ADMIRAL N/A | Common Collective Trusts | — | — | $18K | 0.3% | |
| VOYA GOVERNMENT MONEY MARKET FUND N/A | Cash / Money Market | — | — | $13K | 0.2% | |
| VANGUARD EXPLORER FUND ADMIRAL N/A | Mutual Funds | — | — | $8K | 0.1% | |
| Vangrd Explorer Fund Adm Registered Investment Company | Common Stocks | — | — | $8K | 0.1% | |
| AMERICAN FUND AMERICAN FUNDS NEW PERSPECTIVE FUND R6 N/A | Mutual Funds | — | — | $8K | 0.1% | |
| Amer Fnds New World Fund R6 Registered Investment Company | Common Stocks | — | — | $8K | 0.1% | |
| AMERICAN FUND AMERICAN FUNDS 2065 TRGT DATE RETIRE R6 N/A | Mutual Funds | — | — | $8K | 0.1% | |
| AMERICAN FUND AMERICAN FUNDS AMERICAN BALANCED FUND R6 N/A | Mutual Funds | — | — | $6K | <0.1% | |
| COHEN & STEERS COHEN & STEERS INSTITUTIONAL REALTY SHARES N/A | Other securities | — | — | $5K | <0.1% | |
| JPMORGAN MID CAP GROWTH FUND R6 N/A | Other securities | — | — | $4K | <0.1% | |
| AMERICAN FUND AMERICAN FUNDS INFLATION LINKED BOND FUND R6 N/A 197 AMERICAN FUND AMERICAN FUNDS NEW WORLD FUND R6 N/A | Mutual Funds | — | — | $4K | <0.1% | |
| BlkRck High Yield Port K Registered Investment Company | Common Stocks | — | — | $2K | <0.1% | |
| BLACKROCK HIGH YEILD PORTFOLIO FUND K N/A | 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.
