Louise Mattingly signed MBA Consulting Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MBA Consulting Services, Inc.'s EIN is 54-1965683.
Download the official 2024 Form 5500 (PDF) for MBA Consulting Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MBA Consulting Services, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $19K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $4.5M | 17.8% | |
| Fidelity Advisor Freedom 2025 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $3.3M | 13.2% | |
| Harbor Capital Appreciation Fund Institutional Class Interest in registered investment companies xx | Other securities | — | — | $1.8M | 7.2% | |
| Fidelity Advisor Freedom 2035 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $1.7M | 6.6% | |
| Fidelity Advisor Freedom 2020 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $1.5M | 5.8% | |
| MFS Technology R4 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $1.3M | 5.3% | |
| Fidelity Advisor Freedom 2030 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $1.1M | 4.3% | |
| Fidelity Advisor Freedom 2040 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $863K | 3.4% | |
| Fidelity Advisor Freedom 2015 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $665K | 2.7% | |
| Fidelity Government Money Market Interest-bearing cash xx | Mutual Funds | — | — | $636K | 2.5% | |
| Fidelity Advisor Freedom 2050 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $601K | 2.4% | |
| Fidelity Advisor Freedom 2045 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $565K | 2.3% | |
| Fidelity Advisor Freedom 2055 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $441K | 1.8% | |
| Fidelity Advisor Freedom Income Fund Class Z Interest in registered investment companies xx | Mutual Funds | — | — | $423K | 1.7% | |
| Invesco Comstock Fund Class R6 Interest in registered investment companies xx | Mutual Funds | — | — | $412K | 1.6% | |
| Participant Loans Interest rates at 4.25% - 9.50%, - | Bonds / Notes | — | — | $397K | 1.6% | |
| Janus Henderson Enterprise Fund Class T Interest in registered investment companies xx | Mutual Funds | — | — | $391K | 1.6% | |
| Fidelity Advisor Freedom 2060 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $337K | 1.3% | |
| MFS Massachusetts Investors Growth Fund R6 Interest in registered investment companies xx | Mutual Funds | — | — | $332K | 1.3% | |
| Loomis Sayles Core Plus Bond Fund Class Y Interest in registered investment companies xx | Other securities | — | — | $299K | 1.2% | |
| Fidelity Extended Market Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $287K | 1.1% | |
| Eaton Vance Income Fund of Boston Fund I Interest in registered investment companies xx | Other securities | — | — | $284K | 1.1% | |
| BlackRock Health Sciences Opportunities Fund I Interest in registered investment companies xx | Other securities | — | — | $284K | 1.1% | |
| Artisan Small Cap Interest in registered investment companies xx | Other securities | — | — | $236K | 0.9% | |
| Fidelity Advisor Energy Fund I Interest in registered investment companies xx | Mutual Funds | — | — | $222K | 0.9% | |
| JP Morgan U.S. Small Company Fund R6 Interest in registered investment companies xx | Common Stocks | — | — | $191K | 0.8% | |
| American Funds EUPAC Growth R6 Interest in registered investment companies xx | Mutual Funds | — | — | $187K | 0.7% | |
| Fidelity Advisor Freedom 2010 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $150K | 0.6% | |
| MFS Mid Cap Value R4 Fund Interest in registered investment companies xx | Mutual Funds | — | — | $143K | 0.6% | |
| Fidelity International Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $135K | 0.5% | |
| Fidelity US Bond Index Fund Interest in registered investment companies xx | Common Collective Trusts | — | — | $127K | 0.5% | |
| Neuberger Berman Real Estate Fund R6 Class Interest in registered investment companies xx | Other securities | — | — | $108K | 0.4% | |
| Janus Henderson Global Equity Income N Interest in registered investment companies xx | Mutual Funds | — | — | $107K | 0.4% | |
| AS Govt SECS IS Interest in registered investment companies xx | Other securities | — | — | $65K | 0.3% | |
| American Funds New World R6 Interest in registered investment companies xx | Mutual Funds | — | — | $41K | 0.2% | |
| American Beacon Small Cap Value Investor Class Interest in registered investment companies xx | Other securities | — | — | $37K | 0.1% | |
| Fidelity Advisor Freedom 2065 Fund Z Interest in registered investment companies xx | Mutual Funds | — | — | $37K | 0.1% | |
| BlackRock Commodity Strategies IS Interest in registered investment companies xx | Other securities | — | — | $36K | 0.1% | |
| American Beacon Global Bond Z Interest in registered investment companies xx | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
