Annmarie Nemeth signed MJW Consolidated Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MJW Consolidated Inc.'s EIN is 59-3740458.
Download the official 2024 Form 5500 (PDF) for MJW Consolidated Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MJW Consolidated Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $40K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $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 | |||||
|---|---|---|---|---|---|---|
| The Principal | Other securities | — | — | $2.1M | 25.9% | |
| PRIN LIFETIME 2030 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | — | $2.1M | 25.9% | |
| Principal Global Investors Trust | Other securities | — | — | $814K | 10.0% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $814K | 10.0% | |
| The Principal | Other securities | — | — | $633K | 7.8% | |
| PRIN LIFETIME 2040 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $633K | 7.8% | |
| The Principal | Other securities | — | — | $518K | 6.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $518K | 6.4% | |
| The Principal | Other securities | — | — | $436K | 5.4% | |
| PRIN LIFETIME 2050 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $436K | 5.4% | |
| Janus International Holdings | Mutual Funds | — | — | $395K | 4.9% | |
| The Principal | Other securities | — | — | $291K | 3.6% | |
| PRIN LIFETIME 2020 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | — | $291K | 3.6% | |
| American Century Inv | Other securities | — | — | $282K | 3.5% | |
| The Principal | Other securities | — | — | $279K | 3.4% | |
| PRIN MIDCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $279K | 3.4% | |
| PIMCO Funds | Mutual Funds | — | — | $227K | 2.8% | |
| The Principal | Other securities | — | — | $212K | 2.6% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $212K | 2.6% | |
| The Principal | Other securities | — | — | $193K | 2.4% | |
| PRIN INTL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 014 | Pooled Separate Account | — | — | $193K | 2.4% | |
| Fidelity Investments | Mutual Funds | — | — | $193K | 2.4% | |
| PRIN GOVT & HQ BOND SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 007 | Pooled Separate Account | — | — | $188K | 2.3% | |
| The Principal | Other securities | — | — | $188K | 2.3% | |
| The Principal | Other securities | — | — | $187K | 2.3% | |
| PRIN SMCAP GROWTH I SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 070 | Pooled Separate Account | — | — | $187K | 2.3% | |
| The Principal | Other securities | — | — | $182K | 2.2% | |
| PRIN LIFETIME 2060 SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $182K | 2.2% | |
| The Principal | Other securities | — | — | $146K | 1.8% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $146K | 1.8% | |
| T. Rowe Price Funds | Other securities | — | — | $130K | 1.6% | |
| The Principal | Other securities | — | — | $126K | 1.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $126K | 1.6% | |
| The Principal | Other securities | — | — | $91K | 1.1% | |
| PRIN DIVERSIFIED INTL SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 015 | Pooled Separate Account | — | — | $91K | 1.1% | |
| American Century Inv | Other securities | — | — | $79K | 1.0% | |
| Morgan Stanley | Other securities | — | — | $67K | 0.8% | |
| The Principal | Other securities | — | — | $53K | 0.7% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $53K | 0.7% | |
| The Principal | Other securities | — | — | $34K | 0.4% | |
| PRIN MIDCAP VALUE I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 043 | Pooled Separate Account | — | — | $34K | 0.4% | |
| Janus International Holdings | Mutual Funds | — | — | $33K | 0.4% | |
| JP Morgan | Other securities | — | — | $33K | 0.4% | |
| Victory Funds | Other securities | — | — | $31K | 0.4% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | — | $30K | 0.4% | |
| Alliance Bernstein | Other securities | — | — | $29K | 0.4% | |
| Victory Funds | Other securities | — | — | $28K | 0.3% | |
| The Principal | Other securities | — | — | $26K | 0.3% | |
| PRIN SAM BALANCED SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 105 | Pooled Separate Account | — | — | $26K | 0.3% | |
| The Principal | Other securities | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER FIDUCIARY ADVISORS, LLC | 36-4291971 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
