Robert Willis signed Mingledorff's, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mingledorff's, Inc.'s EIN is 58-0510851.
Download the official 2024 Form 5500 (PDF) for Mingledorff's, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mingledorff's, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $156K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $118 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMNT 2035 Registered Investment Company | Mutual Funds | — | — | $20.9M | 15.4% | |
| Vanguard Inst Target 2030 | Mutual Funds | — | — | $14.1M | 10.4% | |
| Vanguard Inst Target 2040 | Mutual Funds | — | — | $10.9M | 8.1% | |
| Vanguard Inst Target 2045 | Mutual Funds | — | — | $10.1M | 7.5% | |
| Self-Directed Brokerage Accounts | OTHER | — | — | $9.9M | 7.3% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $8.6M | 6.3% | |
| Vanguard Inst Target 2025 | Mutual Funds | — | — | $8.2M | 6.0% | |
| Vanguard Inst Target 2050 | Mutual Funds | — | — | $7.4M | 5.4% | |
| Amcent Ultra Fund CL R6 | Other securities | — | — | $4.7M | 3.4% | |
| Vanguard Inst Target 2055 | Mutual Funds | — | — | $4.5M | 3.3% | |
| Vanguard Inst Target Income | Mutual Funds | — | — | $3.7M | 2.8% | |
| Vanguard Inst Target 2020 | Mutual Funds | — | — | $3.0M | 2.2% | |
| Vanguard Total Bond Market Index ADM | Mutual Funds | — | — | $2.5M | 1.8% | |
| Vanguard Inst Target 2060 | Mutual Funds | — | — | $2.3M | 1.7% | |
| Vanguard Total International Stock Index ADM | Mutual Funds | — | — | $2.3M | 1.7% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $2.3M | 1.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 1.5% | |
| JPMorgan Equity Income R6 | Other securities | — | — | $2.0M | 1.5% | |
| BlackRock Inflation Protected Bond K | U.S. Treasuries | — | — | $1.7M | 1.3% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% 0 | Bonds / Notes | — | — | $1.7M | 1.3% | |
| Vanguard Small Cap Index Admiral | Mutual Funds | — | — | $1.7M | 1.2% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $1.7M | 1.2% | |
| GOLDMAN GLBL CORE FXD INC INST Registered Investment Company | Common Stocks | — | — | $1.3M | 0.9% | |
| Goldman Sachs Global Income Instl | Other securities | — | — | $1.3M | 0.9% | |
| Massmutual Select Mid Cap Growth I | Other securities | — | — | $1.1M | 0.8% | |
| American Funds New World R6 | Mutual Funds | — | — | $1.1M | 0.8% | |
| Vanguard Intl Growth Admiral | Mutual Funds | — | — | $1.0M | 0.8% | |
| DFA International Core Equity | Mutual Funds | — | — | $1.0M | 0.7% | |
| American Beacon Small Cap Value Instl | Other securities | — | — | $950K | 0.7% | |
| T. Rowe Price QM US Small Cap Growth Equity | Other securities | — | — | $863K | 0.6% | |
| TROWE QM US SM CAP GRTH EQTY Registered Investment Company | Common Stocks | — | — | $863K | 0.6% | |
| Victory Established Value I | Common Stocks | — | — | $703K | 0.5% | |
| Federated Instl High Yield Bond | Other securities | — | — | $585K | 0.4% | |
| Vanguard Inst Target 2065 | Mutual Funds | — | — | $433K | 0.3% | |
| Vanguard Inst Target 2070 | Mutual Funds | — | — | $183K | 0.1% | |
| Nationwide Cash Surrender Value of Life Insurance | Cash / Money Market | — | — | $105K | <0.1% | |
| Guardian Cash Surrender Value of Life Insurance | Cash / Money Market | — | — | $90K | <0.1% |
