AMY Woodard signed Malco Management Company's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Malco Management Company's EIN is 62-1571990.
Download the official 2024 Form 5500 (PDF) for Malco Management Company from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Malco Management Company's plan includes profit-sharing, 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 | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | $1.3M | $2.1M | 19.4% | |
| FID BLUE CHIP GR | Mutual Funds | — | $605K | $1.2M | 10.7% | |
| JPM US RSH ENH EQ A | Other securities | — | $619K | $933K | 8.6% | |
| VANG TARGET RET 2040 | Other securities | — | $699K | $797K | 7.3% | |
| FID GOVT MMKT | Mutual Funds | — | $678K | $678K | 6.2% | |
| VANG DIV APPR ADM | Other securities | — | $412K | $548K | 5.0% | |
| VANG TARGET RET 2060 | Other securities | — | $419K | $524K | 4.8% | |
| TRP CAP APPRECIATION | Other securities | — | $384K | $401K | 3.7% | |
| FID SMALL CAP GROWTH | Mutual Funds | — | $310K | $400K | 3.7% | |
| DODGE & COX INCOME I | Mutual Funds | — | $435K | $397K | 3.7% | |
| VANG TARGET RET 2020 | Other securities | — | $323K | $296K | 2.7% | |
| DODGE&COX INTL STK I | Mutual Funds | — | $257K | $293K | 2.7% | |
| CRLN E MID CAP GR A | Other securities | — | $261K | $274K | 2.5% | |
| VANG MIDCAP IDX ADM | Common Collective Trusts | — | $181K | $253K | 2.3% | |
| VANG TARGET RET 2050 | Other securities | — | $200K | $240K | 2.2% | |
| VANG ST BOND IDX ADM | U.S. Treasuries | — | $214K | $201K | 1.9% | |
| VANG TARGET RET 2030 | Other securities | — | $165K | $175K | 1.6% | |
| VANG HGHYLD CORP INV | Common Stocks | — | $181K | $171K | 1.6% | |
| AS GOVT SECS IS | Other securities | — | $183K | $160K | 1.5% | |
| VANG INTL GROWTH ADM | Other securities | — | $176K | $150K | 1.4% | |
| TRP BLUE CHIP GRTH | Other securities | — | $100K | $139K | 1.3% | |
| AS SPL SM CP VAL ADM | Other securities | — | $92K | $99K | 0.9% | |
| VANG FTSE AW IDX ADM | Common Collective Trusts | — | $53K | $57K | 0.5% | |
| FID TOTAL BOND | Mutual Funds | — | $35K | $32K | 0.3% | |
| VANG SM CAP IDX ADM | Common Collective Trusts | — | $28K | $28K | 0.3% | |
| VANG TARGET RET 2070 | Other securities | — | $18K | $20K | 0.2% | |
| VANG TARGET RET INC | Common Stocks | — | $17K | $17K | 0.2% | |
| TRP MID CAP VALUE | Other securities | — | $19K | $17K | 0.2% | |
| VANG UTIL IDX ADM | Common Collective Trusts | — | $6K | $6K | <0.1% | |
| NYLI INC BUILDER IS | Common Stocks | — | $2K | $2K | <0.1% | |
| TRP DIV GROWTH | Other securities | — | $623 | $732 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
