The Mountain Company's EIN is 55-0488302.
Download the official 2024 Form 5500 (PDF) for The Mountain Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Mountain Company's plan includes profit-sharing.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUNTINGTON BANK | 31-0966785 | — | RECORDKEEPER | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHNSON INVESTMENT COUNSEL, INC. | 31-1013029 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in common stock] | Other | — | — | $8.3M | 15.8% | |
| Vanguard 500 Index Mutual Funds | Common Collective Trusts | — | $3.8M | $4.0M | 7.6% | |
| Rolls Royce Holdings Common Stock | Common Stocks | — | $776K | $2.4M | 4.6% | |
| Constellation Software Inc Common Stock | Common Stocks | — | $218K | $1.7M | 3.2% | |
| Universal Music Group Common Stock | Common Stocks | — | $1.4M | $1.6M | 3.0% | |
| Alphabet Inc - CL C Common Stock | Common Stocks | — | $1.0M | $1.4M | 2.7% | |
| Visa Inc Common Stock | Common Stocks | — | $1.1M | $1.2M | 2.4% | |
| Schwab (Charles) Corp Common Stock | Mutual Funds | — | $592K | $1.2M | 2.3% | |
| Eurofins Scientific SE Common Stock | Common Stocks | — | $929K | $1.1M | 2.0% | |
| Intercontinental Exchange Inc Common Stock | Common Stocks | — | $645K | $1.1M | 2.0% | |
| Elevance Health Inc Common Stock | Common Stocks | — | $989K | $1.0M | 2.0% | |
| Mastercard Inc CL A Common Stock | Common Stocks | — | $960K | $1.0M | 1.9% | |
| Ashstead Group PLC Common Stock | Common Stocks | — | $1.1M | $981K | 1.9% | |
| SAP AG Common Stock | Common Stocks | — | $311K | $976K | 1.8% | |
| Liberty Media Group - 10.847 Common Stock | Common Stocks | — | $292K | $962K | 1.8% | |
| Phillip Morris Intl Inc Common Stock | Common Stocks | — | $669K | $943K | 1.8% | |
| Netflix Inc Common Stock | Common Stocks | — | $682K | $871K | 1.6% | |
| Capital One Financial Corp Common Stock | Common Stocks | — | $497K | $844K | 1.6% | |
| Compagnie Finance Common Stock | Common Stocks | — | $663K | $789K | 1.5% | |
| Nestle Common Stock | Common Stocks | — | $573K | $750K | 1.4% | |
| Taiwan Semiconductor Common Stock | Common Stocks | — | $280K | $736K | 1.4% | |
| UnitedHealth Group Inc Common Stock | Common Stocks | — | $535K | $722K | 1.4% | |
| Credit Acceptance Corp Common Stock | Common Stocks | — | $488K | $718K | 1.4% | |
| Heineken Holding Common Stock | Common Stocks | — | $478K | $645K | 1.2% | |
| Alphabet Inc - CL A Common Stock | Common Stocks | — | $50K | $610K | 1.2% | |
| Meta Platforms Inc Common Stock | Common Stocks | — | $218K | $604K | 1.1% | |
| U.S. Treasury Bond 0.625% 8/15/2030 | U.S. Treasuries | — | $500K | $544K | 1.0% | |
| U.S. Treasury Bond 0.875% 11/15/2030 | U.S. Treasuries | — | $505K | $539K | 1.0% | |
| U.S. Treasury Bond 3.500% 1/31/2030 | U.S. Treasuries | — | $508K | $525K | 1.0% | |
| U.S. Treasury Bond 1.500% 2/15/2030 | U.S. Treasuries | — | $496K | $519K | 1.0% | |
| JP Morgan Chase & Co Common Stock | Common Stocks | — | $512K | $518K | 1.0% | |
| U.S. Treasury Bond 4.125% 3/31/2031 | U.S. Treasuries | — | $387K | $507K | 1.0% | |
| Icon PLC Common Stock | Common Stocks | — | $681K | $494K | 0.9% | |
| U.S. Treasury Bond 1.750% 11/15/2029 | U.S. Treasuries | — | $460K | $483K | 0.9% | |
| Martin Marietta Matls Inc Com Common Stock | Common Stocks | — | $467K | $466K | 0.9% | |
| Liberty Broadbanc Corp C Common Stock | Common Stocks | — | $434K | $436K | 0.8% | |
| Pernod-Ricard SA Common Stock | Common Stocks | — | $371K | $369K | 0.7% | |
| Uber Technologies Inc Common Stock | Common Stocks | — | $304K | $368K | 0.7% | |
| U.S. Treasury Bond 2.000% 11/15/2026 | U.S. Treasuries | — | $345K | $361K | 0.7% | |
| Charter Communication Common Stock | Common Stocks | — | $239K | $337K | 0.6% | |
| Jacobs Solutions Inc Common Stock | Common Stocks | — | $174K | $327K | 0.6% | |
| U.S. Treasury Bond 1.375% 11/15/2031 | U.S. Treasuries | — | $312K | $320K | 0.6% | |
| U.S. Treasury Bond 2.625% 2/15/2029 | U.S. Treasuries | — | $320K | $318K | 0.6% | |
| Sch Treasury Obligation Money Market Fund Cash Equivalent | Cash / Money Market | — | $312K | $312K | 0.6% | |
| U.S. Treasury Bond 3.125% 11/15/2028 | U.S. Treasuries | — | $321K | $290K | 0.5% | |
| U.S. Treasury Bond 0.625% 12/31/2027 | U.S. Treasuries | — | $222K | $236K | 0.4% | |
| The Bank of New York 3.270% 10/25/2029 | Bonds / Notes | — | $226K | $218K | 0.4% | |
| Honeywell International Inc 4.875% 9/1/2029 | Bonds / Notes | — | $203K | $209K | 0.4% | |
| U.S. Treasury Bond 2.500% 2/28/2026 | U.S. Treasuries | — | $214K | $207K | 0.4% | |
| PNC Financial Services 6.615% 10/20/2027 | Bonds / Notes | — | $204K | $206K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NOT AFFILIATED |
| $39K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| METRO BENEFITS, INC. | 25-1541083 | — | THIRD PARTY ADMINISTRATO | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RUANE CUNNIFF & GOLDFARB INC. | 13-2628641 | — | NOT AFFILIATED | $192K | — |
| GARDNER RUSSO & QUINN LLC | 23-2673088 | — | NOT AFFILIATED | $143K | — |
| REA & ASSOCIATES | 34-1310124 | — | NOT AFFILIATED | $17K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NOT AFFILIATED | $11K | — |
| OCTOBER THREE CONSULTING | 27-1175487 | — | NOT AFFILIATED | $9K | — |
