Jennifer LEAL signed Meyer, Lytton, Allen, Whitaker's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meyer, Lytton, Allen, Whitaker's EIN is 74-1669714.
Download the official 2024 Form 5500 (PDF) for Meyer, Lytton, Allen, Whitaker from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meyer, Lytton, Allen, Whitaker's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MUTUAL OF AMERICA SEC. CORP LLC | — | NEW YORK, NY | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| MoA Clear Passage 2035 Fund Mutual Fund - | Other securities | — | — | $1.6M | 14.3% | |
| MoA Clear Passage 2020 Fund Mutual Fund - 25 MoA Clear Passage 2025 Fund Mutual Fund - | Other securities | — | — | $1.4M | 13.1% | |
| MoA Clear Passage 2050 Fund Mutual Fund - | Other securities | — | — | $1.2M | 11.2% | |
| MoA Clear Passage 2045 Fund Mutual Fund - | Other securities | — | — | $1.1M | 10.2% | |
| MoA Clear Passage 2040 Fund Mutual Fund - | Other securities | — | — | $1.0M | 9.2% | |
| MoA Clear Passage 2055 Fund Mutual Fund - | Other securities | — | — | $620K | 5.7% | |
| American Funds Washington Mutual Class R-6 Mutual Fund - | Mutual Funds | — | — | $448K | 4.1% | |
| Vanguard Total Bond Market Index Adm Mutual Fund - | Mutual Funds | — | — | $412K | 3.8% | |
| MoA Clear Passage 2060 Fund Mutual Fund - | Other securities | — | — | $402K | 3.7% | |
| Dodge & Cox Mutual Fund - | Mutual Funds | — | — | $331K | 3.0% | |
| MFS Mid-Cap Value Class R-6 Mutual Fund - | Mutual Funds | — | — | $310K | 2.8% | |
| DWS Capital Growth Class R-6 Mutual Fund - | Other securities | — | — | $285K | 2.6% | |
| MoA Equity Index Fund Mutual Fund - | Common Collective Trusts | — | — | $256K | 2.3% | |
| MoA Clear Passage 2030 Fund Mutual Fund - | Other securities | — | — | $250K | 2.3% | |
| Participant Loans Participant Loans *** - | Participant loans | — | — | $197K | 1.8% | |
| INVESCO STABLE VALUE TRUST CLASS A1 INVESCO ADVISERS, INC. · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $194K | 1.8% | |
| MoA Mid Cap Equity Index Fund Mutual Fund - | Common Collective Trusts | — | — | $180K | 1.6% | |
| MoA Clear Passage 2065 Fund Mutual Fund - | Other securities | — | — | $173K | 1.6% | |
| Vanguard Treasury Money Market Investor Mutual Fund - | Mutual Funds | — | — | $107K | 1.0% | |
| MoA Small Cap Equity Index Fund Mutual Fund - | Common Collective Trusts | — | — | $92K | 0.8% | |
| Vanguard International Growth Adm Mutual Fund - | Mutual Funds | — | — | $65K | 0.6% | |
| Vanguard Real Estate Index Admiral Mutual Fund - | Mutual Funds | — | — | $60K | 0.6% | |
| MoA International Fund Mutual Fund - | Other securities | — | — | $59K | 0.5% | |
| Calvert Bond Fund Class R-6 Mutual Fund - | U.S. Treasuries | — | — | $55K | 0.5% | |
| American Funds New World Class R-6 Mutual Fund - | Mutual Funds | — | — | $45K | 0.4% | |
| BLackRock Mid-Cap Growth Equity Class K Mutual Fund - | Other securities | — | — | $21K | 0.2% | |
| Calvert Small-Cap Fund Class R-6 Mutual Fund - | Other securities | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
