Rick Garrett signed M. T. Laney Company, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M. T. Laney Company, Inc.'s EIN is 52-2031565.
Download the official 2024 Form 5500 (PDF) for M. T. Laney Company, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M. T. Laney Company, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $52K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 74-2794194 | — | OTHER SERVICES | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX+ MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $3.3M | 29.5% | |
| Wilmington Trust Collective Investment flexPATH Index R1 Collective Trust | Common Collective Trusts | — | — | $2.4M | 21.8% | |
| FLEXPATH IDX+ MOD RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $2.4M | 21.8% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 235 | Common Collective Trust | — | — | $1.4M | 12.1% | |
| FLEXPATH IDX+ MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $1.2M | 10.8% | |
| Principal Fixed Income Guaranteed Option Guaranteed Interest Contract | Other securities | — | — | $1.2M | 10.7% | |
| Principal Large Cap Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $342K | 3.1% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $342K | 3.1% | |
| LARGE CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $166K | 1.5% | |
| New Perspective Fund Mutual Fund | Other securities | — | — | $160K | 1.4% | |
| BLACKROCK EAFE EQ INDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | — | $142K | 1.3% | |
| CORE PL BD FD FEE CLASS I1 GREAT GRAY TRUST COMPANY · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $113K | 1.0% | |
| BLACKROCK US DBT IDX FD CL 1 GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $113K | 1.0% | |
| Wilmington Trust Collective Investment BlackRock U.S. 1 Collective Trust | Common Collective Trusts | — | — | $113K | 1.0% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $97K | 0.9% | |
| Wilmington Trust Collective Investment BlackRock Equity Index Fund Collective Trust | Common Collective Trusts | — | — | $97K | 0.9% | |
| Fidelity Advisor High Income Advantage Fund Mutual Fund | Mutual Funds | — | — | $95K | 0.8% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $77K | 0.7% | |
| Columbia Small Cap Value ll Fund Mutual Fund | Other securities | — | — | $61K | 0.5% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $60K | 0.5% | |
| MID CAP VALUE I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $52K | 0.5% | |
| MID CAP GROWTH I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $51K | 0.5% | |
| Principal Small Cap Growth Fund Pooled Separate Account | Pooled Separate Accounts | — | — | $49K | 0.4% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $49K | 0.4% | |
| Wilmington Trust Collective Investment flexPATH Index R1 Collective Trust | Common Collective Trusts | — | — | $44K | 0.4% | |
| FLEXPATH IDX+ AGG RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $44K | 0.4% | |
| FLEXPATH IDX+ CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $28K | 0.3% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $15K | 0.1% | |
| Wilmington Trust Collective Investment flexPATH 55 R1 Collective Trust | Common Collective Trusts | — | — | $15K | 0.1% | |
| FLEXPATH IDX+ AGG 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $10K | <0.1% | |
| INTERNATIONAL EQUITY I1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139853 / PN 631 | Common Collective Trust | — | — | $9K | <0.1% | |
| Wilmington Trust Collective Investment flexPATH 35 R1 Collective Trust | Common Collective Trusts | — | — | $1K | <0.1% | |
| FLEXPATH IDX+ AGG 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $1K | <0.1% | |
| FLEXPATH IDX+ MOD 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ AGG 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
