Jeffrey Boyle signed The Emmes Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Emmes Company, LLC's EIN is 54-1058268.
Download the official 2024 Form 5500 (PDF) for The Emmes Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Emmes Company, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $29K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | — | NEW YORK, NY | INVESTMENT ADVISOR | $58K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund – Admiral | Mutual Funds | — | — | $33.3M | 17.0% | |
| BLACKROCK LIFEPATH DYNAMIC 2050 FUN BLACKROCK INSTITUTION TRUST COMPANY, N.A. · EIN 99-3521630 / PN 001 | Common Collective Trust | — | — | $18.1M | 9.2% | |
| BLACKROCK LIFEPATH DYNAMIC 2040 FUN BLACKROCK INSTITUTION TRUST COMPANY, N.A. · EIN 99-3424477 / PN 001 | Common Collective Trust | — | — | $15.6M | 8.0% | |
| BLACKROCK LIFEPATH DYNAMIC 2055 FUN BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A. · EIN 99-3540641 / PN 001 | Common Collective Trust | — | — | $15.1M | 7.7% | |
| BLACKROCK LIFEPATH DYNAMIC 2045 FUN BLACKROCK INSTITUTION TRUST COMPANY, N.A. · EIN 99-3501738 / PN 001 | Common Collective Trust | — | — | $13.1M | 6.7% | |
| AB US LARGE CAP GROWTH W SERS CL M GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $10.9M | 5.5% | |
| BLACKROCK LIFEPATH DYNAMIC 2035 FUN BLACKROCK INSTITUTION TRUST COMPANY, N.A. · EIN 99-3406291 / PN 001 | Common Collective Trust | — | — | $10.3M | 5.2% | |
| T. Rowe Price T. Rowe Price Mid-Cap Growth Fund I | Other securities | — | — | $9.3M | 4.7% | |
| BLACKROCK LIFEPATH DYNAMIC RTRMNT F BLACKROCK INSTITUTION TRUST COMPANY, N.A. · EIN 99-3630024 / PN 001 | Common Collective Trust | — | — | $8.7M | 4.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $8.5M | 4.3% | |
| Vanguard Equity-Income Admiral | Mutual Funds | — | — | $7.7M | 3.9% | |
| BLACKROCK LIFEPATH DYNAMIC 2030 FUN BLACKROCK INSTITUTION TRUST COMPANY, N.A. · EIN 99-3382774 / PN 001 | Common Collective Trust | — | — | $6.6M | 3.3% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $4.1M | 2.1% | |
| Capital Group American Funds Europacific Group Fund | Mutual Funds | — | — | $3.6M | 1.8% | |
| BLACKROCK LIFEPATH DYNAMIC 2060 FUN BLACKROCK INSTITUTION TRUST COMPANY, N.A. · EIN 99-3566556 / PN 001 | Common Collective Trust | — | — | $3.5M | 1.8% | |
| Vanguard Small Cap Index Fund Admiral | Common Collective Trusts | — | — | $3.5M | 1.8% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $3.0M | 1.5% | |
| Dimensional Fund Advisors DFA Real Estate Securities I | Mutual Funds | — | — | $3.0M | 1.5% | |
| John Hancock John Hancock Bond | Other securities | — | — | $2.7M | 1.4% | |
| Fidelity Investments Fidelity Small Cap Growth Fund | Mutual Funds | — | — | $2.5M | 1.3% | |
| Vanguard Total Bond Market Index Admiral | Mutual Funds | — | — | $2.2M | 1.1% | |
| Capital Group American Funds New World Fund | Mutual Funds | — | — | $2.1M | 1.1% | |
| America Century America Century Small Cap Value Fund | Other securities | — | — | $2.1M | 1.1% | |
| Amundi Asset Management Pioneer Strategic Income Y | Other securities | — | — | $2.0M | 1.0% | |
| John Hancock John Hancock Disciplined Value Mid Cap | Other securities | — | — | $1.6M | 0.8% | |
| Fidelity Investments Fidelity Inflation Protected Bond Index | Mutual Funds | — | — | $1.6M | 0.8% | |
| Participant loans Interest rates ranging from 4.25% to 9.5% - | Bonds / Notes | — | — | $1.0M | 0.5% | |
| BLACKROCK LIFEPATH DYNAMIC 2065 FUN BLACKROCK INSTITUTION TRUST COMPANY, N.A. · EIN 99-3589860 / PN 001 | Common Collective Trust | — | — | $162K | <0.1% | |
| BLACKROCK LIFEPATH DYNAMIC 2070 FUN BLACKROCK INSTITUTION TRUST COMPANY, N.A. · EIN 99-3608427 / PN 001 | Common Collective Trust | — | — | $16K | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2060 II AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2040 II AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2030 II AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2025 II AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2055 II AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE IN RET AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2050 II AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2045 II AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| AMERICAN CENTURY ONE CHOICE 2035 II AMERICAN CENTURY INVESTMENTS · EIN 30-6406015 / PN 001 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LLP GRANT THORNTON | — | CHICAGO, IL | AUDITOR | $29K | — |
