Karissa Hibbard signed MLF Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MLF Group LLC's EIN is 75-3034559.
Download the official 2024 Form 5500 (PDF) for MLF Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MLF Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROEHL & YI INVESTMENTS ADVISORS | 93-1249395 | — | INVESTMENT ADVISORY | $52K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PRINCIPAL LIFETIME HYBRID 2035 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $11.2M | 30.3% | |
| PRINCIPAL LIFETIME HYBRID 2030 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $7.0M | 18.8% | |
| PRINCIPAL LIFETIME HYBRID 2025 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.5M | 12.1% | |
| PRINCIPAL LIFETIME HYBRID 2040 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.8M | 10.2% | |
| PRINCIPAL LIFETIME HYBRID 2045 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.5M | 6.8% | |
| PRINCIPAL LIFETIME HYBRID 2020 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $2.0M | 5.3% | |
| PRINCIPAL LIFETIME HYBRID 2050 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.7M | 4.7% | |
| PRINCIPAL LIFETIME HYBRID 2060 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $820K | 2.2% | |
| PRINCIPAL LIFETIME HYBRID 2055 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $664K | 1.8% | |
| PRINCIPAL LIFETIME HYBRID 2065 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $451K | 1.2% | |
| Vanguard 500 Index Admiral Fund 0 | Common Collective Trusts | — | — | $331K | 0.9% | |
| MORLEY STABLE VALUE FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274329 / PN 001 | Common Collective Trust | — | — | $213K | 0.6% | |
| Principal maturing 2025-2030 0 | Other securities | — | — | $212K | 0.6% | |
| Unallocated insurance contracts * Principal Fixed Income Guaranteed Option Fixed Annuity Contract ** 18 * Participant loans 3.25 - 10.50% Interest - | Bonds / Notes | — | — | $212K | 0.6% | |
| Great Gray Trust Company AB US LG CP GR CIT W SRS P1 0 | Common Collective Trusts | — | — | $203K | 0.5% | |
| AB US LARGE CAP GROWTH CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $203K | 0.5% | |
| Vanguard Equity-Income Admiral Fund Registered investment company | Mutual Funds | — | — | $158K | 0.4% | |
| AMG Yacktman I Fund Registered investment company | Common Stocks | — | — | $151K | 0.4% | |
| Blackrock Systematic Multi-Strategy Fund Registered investment company ** 127 JP Morgan Mid Cap Value R6 Fund Registered investment company | Common Stocks | — | — | $88K | 0.2% | |
| Vanguard Real Estate Index Fund Registered investment company | Common Collective Trusts | — | — | $75K | 0.2% | |
| Pimco Income Institutional Fund Registered investment company | Mutual Funds | — | — | $68K | 0.2% | |
| Vanguard Small Cap Index Adm Fund Registered investment company | Mutual Funds | — | — | $65K | 0.2% | |
| Registered investment companies American Funds Euro Pacific Growth R6 Fund Registered investment company | Mutual Funds | — | — | $57K | 0.2% | |
| Vanguard Ttl Bond Market Index Adm Fund Registered investment company | Mutual Funds | — | — | $45K | 0.1% | |
| American Funds American Funds New World R6 Fund 0 | Mutual Funds | — | — | $32K | <0.1% | |
| American Funds NewWorld R6 Registered investment company | Mutual Funds | — | — | $32K | <0.1% | |
| Vanguard Fed Money Mrkt Inv Fund Registered investment company ** 18 Vanguard Mid Cap Index Admiral Fund Registered investment company | Mutual Funds | — | — | $25K | <0.1% | |
| Pimco International Bond I Fund Registered investment company | Mutual Funds | — | — | $16K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2070 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $14K | <0.1% | |
| Vanguard Developed Markets Index Fund Registered investment company | Common Collective Trusts | — | — | $11K | <0.1% | |
| Blackrock High Yield Bond K Fund Registered investment company | Common Stocks | — | — | $5K | <0.1% | |
| PRINCIPAL LIFETIME HYBRID 2015 CIT PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $238 | <0.1% |
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 |
|---|---|---|---|---|---|
| PENSION PLAN SPECIALISTS, PC | 26-1570786 | — | TPA | $6K | — |
