JUDY Perrault signed Mindbank Consulting Group, L.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mindbank Consulting Group, L.L.C.'s EIN is 54-1852142.
Download the official 2024 Form 5500 (PDF) for Mindbank Consulting Group, L.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mindbank Consulting Group, L.L.C.'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 |
|---|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | 13-2624428 | — | RECORDKEEPER | $565 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 13-2624428 | — | INVESTMENT ADVISOR | $22K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMorgan SmartRetirement 2030 R6 | Other securities | — | — | $1.3M | 17.9% | |
| JPMorgan SmartRetirement 2035 R6 | Other securities | — | — | $1.2M | 16.0% | |
| JPMorgan SmartRetirement 2020 R6 | Other securities | — | — | $1.0M | 13.9% | |
| JPMorgan SmartRetirement 2040 R6 | Other securities | — | — | $865K | 11.6% | |
| RELIANCE METLIFE SERIES 25053 CL 0 METLIFE STABLE VALUE · EIN 58-1428634 / PN 013 | Common Collective Trust | — | — | $768K | 10.3% | |
| JPMorgan SmartRetirement 2025 R6 | Other securities | — | — | $674K | 9.0% | |
| Vanguard 500 Index Fund - Admiral | Common Collective Trusts | — | — | $285K | 3.8% | |
| JPMorgan SmartRetirement 2050 R6 | Other securities | — | — | $259K | 3.5% | |
| Principal Mid Cap R6 | Other securities | — | — | $162K | 2.2% | |
| T. Rowe Price Growth Stock I | Other securities | — | — | $157K | 2.1% | |
| JPMorgan SmartRetirement 2045 R6 | Other securities | — | — | $151K | 2.0% | |
| Diamond Hill Large Cap Y | Other securities | — | — | $105K | 1.4% | |
| Macquarie Small Cap Core R6 | Other securities | — | — | $85K | 1.1% | |
| Participant loans | Participant loans | — | — | $69K | 0.9% | |
| JPMorgan SmartRetirement 2060 R6 | Other securities | — | — | $53K | 0.7% | |
| JPMorgan SmartRetirement 2055 R6 | Other securities | — | — | $47K | 0.6% | |
| Columbia Contrarian Core Instl 3 | Other securities | — | — | $39K | 0.5% | |
| Vanguard Mid Cap Index Adm | Mutual Funds | — | — | $28K | 0.4% | |
| American Funds New Perspective R6 | Mutual Funds | — | — | $27K | 0.4% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $23K | 0.3% | |
| JPMorgan SmartRetirement Income R6 | Other securities | — | — | $20K | 0.3% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $18K | 0.2% | |
| Columbia Balanced Instl 3 | Other securities | — | — | $17K | 0.2% | |
| American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $15K | 0.2% | |
| Virtus NFJ Mid-Cap Value Inst | Other securities | — | — | $10K | 0.1% | |
| MFS International Intrinsic Value R6 | Mutual Funds | — | — | $10K | 0.1% | |
| Lord Abbett Short Duration Income R6 | Mutual Funds | — | — | $8K | 0.1% | |
| JPMorgan Core Bond R6 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| J.H. COHN LLP | 13-2624428 | — | AUDITOR | $21K | — |
