Rebecca Stevens signed Mitchell Companies, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitchell Companies, LLC's EIN is 64-0917967.
Download the official 2024 Form 5500 (PDF) for Mitchell Companies, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitchell Companies, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | — | SAINT LOUIS, MO | INVESTMENT ADVISOR | $56K | — |
| IRON FIDUCIARY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 | Mutual Funds | — | — | $4.2M | 18.6% | |
| Nuveen Lifecycle Index 2040 | Mutual Funds | — | — | $3.6M | 16.1% | |
| Nuveen Lifecycle Index 2030 | Mutual Funds | — | — | $3.1M | 13.7% | |
| Nuveen Lifecycle Index 2025 | Mutual Funds | — | — | $2.9M | 12.9% | |
| Nuveen Lifecycle Index 2050 | Mutual Funds | — | — | $2.4M | 10.4% | |
| Nuveen Lifecycle Index 2045 | Mutual Funds | — | — | $1.8M | 8.0% | |
| Nuveen Lifecycle Index 2060 | Mutual Funds | — | — | $516K | 2.3% | |
| Nuveen Lifecycle Index 2055 | Mutual Funds | — | — | $504K | 2.2% | |
| Putnam Large Cap Growth Fund Y | Mutual Funds | — | — | $417K | 1.8% | |
| Best of America Fixed | Other securities | — | — | $381K | 1.7% | |
| Blackrock 80/20 Target Allocation Fund Inst | Other securities | — | — | $368K | 1.6% | |
| Participant Loans | Participant loans | — | — | $361K | 1.6% | |
| Nuveen Lifecycle Index 2020 | Mutual Funds | — | — | $352K | 1.6% | |
| Vanguard Windsor Admiral | Mutual Funds | — | — | $292K | 1.3% | |
| Nuveen Lifecycle Retirement Income Fund Class R6 | Mutual Funds | — | — | $258K | 1.1% | |
| State Street Balanced Index Fund Class K | Common Collective Trusts | — | — | $169K | 0.7% | |
| Victory Sycamore Established Value Fund I | Other securities | — | — | $137K | 0.6% | |
| Vanguard Total Stock Market Index Fund Admiral | Common Collective Trusts | — | — | $120K | 0.5% | |
| Nationwide Geneva Small Cap Gowth Inst Svc | Other securities | — | — | $62K | 0.3% | |
| Nuveen Lifecycle Index 2065 | Mutual Funds | — | — | $56K | 0.2% | |
| Vanguard Short-Term Federal Fund Admiral | Mutual Funds | — | — | $54K | 0.2% | |
| Fid 500 Index | Common Collective Trusts | — | — | $49K | 0.2% | |
| Baird Core Plus Bond Fund Inst | Other securities | — | — | $49K | 0.2% | |
| Fid Us Bd Index | Mutual Funds | — | — | $48K | 0.2% | |
| Principal MidCap Fund R6 | Other securities | — | — | $47K | 0.2% | |
| DFA International Large Cap Growth | Mutual Funds | — | — | $41K | 0.2% | |
| Federated Hermes Government Obligations Fund Premier | Other securities | — | — | $30K | 0.1% | |
| Vanguard Total International Stkindx Admiral | Mutual Funds | — | — | $26K | 0.1% | |
| Vanguard Total International Bd Index Admiral | Mutual Funds | — | — | $25K | 0.1% | |
| Blackrock Strategic Income Oppr I | Other securities | — | — | $24K | 0.1% | |
| Nationwide Bd Inst Svc | Other securities | — | — | $22K | <0.1% | |
| Vanguard Target Retirement 2025 | Mutual Funds | — | — | $21K | <0.1% | |
| American Funds Income Fund Am R6 | Mutual Funds | — | — | $21K | <0.1% | |
| Invesco Mn St Y | Mutual Funds | — | — | $21K | <0.1% | |
| Vanguard Growth Index Fund Admiral | Common Collective Trusts | — | — | $19K | <0.1% | |
| Vanguard Wellesley Income Fund Admiral | Mutual Funds | — | — | $16K | <0.1% | |
| Trowepr St Bd | Other securities | — | — | $11K | <0.1% | |
| Eupac Fund Class R6 | Other securities | — | — | $11K | <0.1% | |
| JP Morgan Midcap Value R6 | Other securities | — | — | $10K | <0.1% | |
| American Funds New Wld R6 | Mutual Funds | — | — | $6K | <0.1% | |
| Trowepr Scnc Tech | Other securities | — | — | $5K | <0.1% | |
| Artisan International Val Inst | Other securities | — | — | $2K | <0.1% | |
| Cohenstrs Realest Sec Ins | 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.
| 99-9552241 |
| — |
| INVESTMENT ADVISOR |
| $13K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORPORATE FINANCIAL SERVICES, LLC | — | MONTGOMERY, AL | TPA | $8K | — |
