JONI Elkins signed Mountain Projects, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mountain Projects, Inc.'s EIN is 56-0849092.
Download the official 2023 Form 5500 (PDF) for Mountain Projects, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Mountain Projects, Inc.'s plan includes a 403(b) annuity, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $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 | |||||
|---|---|---|---|---|---|---|
| American Funds 2040 Trgt Date Retire R3 | Mutual Funds | — | — | $678K | 18.9% | |
| American Funds 2030 Trgt Date Retire R3 | Mutual Funds | — | — | $522K | 14.5% | |
| Transamerica Guaranteed Investment Option | Other securities | — | — | $513K | 14.3% | |
| GOVERNMENT FIXED FUND TRANSAMERICA FINANCIAL LIFE INS CO · EIN 36-6071399 / PN 009 | Pooled Separate Account | — | — | $487K | 13.5% | |
| American Funds 2020 Trgt Date Retire R3 | Mutual Funds | — | — | $224K | 6.2% | |
| AMG GW&K Small/Mid Cap Core Fund ** 61 American Funds 2010 Trgt Date Retire R3 | Mutual Funds | — | — | $189K | 5.3% | |
| American Funds 2025 Trgt Date Retire R3 | Mutual Funds | — | — | $138K | 3.8% | |
| American Funds American Funds 2045 Trgt Dt Ret R3 | Mutual Funds | — | — | $124K | 3.4% | |
| American Funds 2035 Trgt Date Retire R3 | Mutual Funds | — | — | $110K | 3.1% | |
| Goldman Sachs Small Cap Value ** 332 Invesco Developing Markets Y Guaranteed Investment Option ** - JP Morgan Large Cap Growth I | Mutual Funds | — | — | $96K | 2.7% | |
| American Funds American Funds American Balanced R3 10 Goldman Sachs Goldman Sachs Small Cap Val Svc 332 American Funds American Funds Fundamental Inv R2 | Mutual Funds | — | — | $87K | 2.4% | |
| American Funds 2050 Trgt Date Retire R3 | Mutual Funds | — | — | $74K | 2.1% | |
| American Funds 2055 Trgt Date Retire R3 | Mutual Funds | — | — | $56K | 1.6% | |
| American Funds American Balanced R3 ** 10 American Funds Europacific Growth R2 | Mutual Funds | — | — | $49K | 1.4% | |
| BlackRock Equity Dividend R | Other securities | — | — | $35K | 1.0% | |
| Allspring Small Company Value A | Common Stocks | — | — | $33K | 0.9% | |
| Transamerica GuaShort-Term Bd R | Other securities | — | — | $30K | 0.8% | |
| Transamerica Core Bond R | Other securities | — | — | $27K | 0.7% | |
| Fidelity Advisor Small Cap M | Mutual Funds | — | — | $26K | 0.7% | |
| Victory Sycamore Established Value A | Other securities | — | — | $22K | 0.6% | |
| American Funds 2015 Trgt Date Retire R3 | Mutual Funds | — | — | $20K | 0.5% | |
| Transamerica High Yield Bond R | Other securities | — | — | $19K | 0.5% | |
| American Funds 2060 Trgt Date Retire R3 | Mutual Funds | — | — | $11K | 0.3% | |
| Transamerica Inflation Opportunities R | Other securities | — | — | $7K | 0.2% | |
| Transamerica Government Money Market R2 | Cash / Money Market | — | — | $6K | 0.2% | |
| Notes receivable from participants 4.25%, maturing through 2026 | Bonds / Notes | — | — | $5K | 0.1% | |
| American Funds 2065 Trgt Date Retire R3 | Mutual Funds | — | — | $4K | 0.1% | |
| Cohen & Steers Realty Shares ** 550 Columbia Acorn International A | Other securities | — | — | $3K | <0.1% | |
| Transamerica Stock Index R | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
