Scott Clements signed Mitchell Holding Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitchell Holding Co., Inc.'s EIN is 56-1798998.
Download the official 2024 Form 5500 (PDF) for Mitchell Holding Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitchell Holding Co., 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 | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DAVENPORT AND COMPANY LLC | 54-1835842 | — | ADVISOR | $30K | — |
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 VANG TARGET RET 2040 | Mutual Funds | — | — | $1.8M | 16.0% | |
| Vanguard VANG TARGET RET 2035 | Mutual Funds | — | — | $1.5M | 13.4% | |
| Vanguard VANG TARGET RET 2050 | Mutual Funds | — | — | $1.3M | 11.7% | |
| Vanguard VANG TARGET RET 2045 | Mutual Funds | — | — | $1.1M | 10.1% | |
| Vanguard VANG TARGET RET 2025 | Mutual Funds | — | — | $1.1M | 9.4% | |
| Vanguard VANG TARGET RET 2055 | Mutual Funds | — | — | $662K | 5.9% | |
| Vanguard VANG TARGET RET 2060 | Mutual Funds | — | — | $641K | 5.7% | |
| Stable Value Collective Trust Fund Federated Hermes Capital Preservation Fund R6 | Stable Value | — | — | $635K | 5.6% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $635K | 5.6% | |
| Vanguard VANG TARGET RET 2030 | Mutual Funds | — | — | $564K | 5.0% | |
| maturing through January 2029 | Other securities | — | — | $348K | 3.1% | |
| Vanguard VANG TARGET RET 2065 | Mutual Funds | — | — | $307K | 2.7% | |
| MFS GROWTH R6 | Mutual Funds | — | — | $278K | 2.5% | |
| Vanguard VANG 500 INDEX ADM | Common Collective Trusts | — | — | $180K | 1.6% | |
| American Funds AF INTL GTH & INC R6 | Mutual Funds | — | — | $174K | 1.5% | |
| PIMCO INCOME INST | Mutual Funds | — | — | $142K | 1.3% | |
| Vanguard VANG VALUE IDX ADM | Common Collective Trusts | — | — | $125K | 1.1% | |
| JP Morgan JPM MID CAP GRTH R6 | Other securities | — | — | $84K | 0.7% | |
| Franklin Templeton FKLN SM CAP GRTH R6 | Mutual Funds | — | — | $68K | 0.6% | |
| Vanguard VANG TARGET RET INC | Mutual Funds | — | — | $46K | 0.4% | |
| Vanguard VANG TARGET RET 2020 | Mutual Funds | — | — | $45K | 0.4% | |
| Vanguard VANG MDCPVAL IDX ADM | Common Collective Trusts | — | — | $44K | 0.4% | |
| Vanguard VANG SMCPVL IDX ADM | Common Collective Trusts | — | — | $43K | 0.4% | |
| DFA EMRG MKT CORE EQ | Mutual Funds | — | — | $29K | 0.3% | |
| Vanguard VANG INTM BD IDX ADM | Common Collective Trusts | — | — | $29K | 0.3% | |
| Vanguard VANG ST BOND IDX ADM | U.S. Treasuries | — | — | $12K | 0.1% | |
| Vanguard VANG TARGET RET 2070 | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
