HUAN BUI signed MRE Consulting, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MRE Consulting, Ltd.'s EIN is 76-0428730.
Download the official 2024 Form 5500 (PDF) for MRE Consulting, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MRE Consulting, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX 23,202 shares N/A | Common Collective Trusts | — | — | $4.7M | 18.9% | |
| OR SIMILAR PARTY INVESTMENT COST** VALUE BROKERAGELINK 2,468,575 shares N/A | Other securities | — | — | $4.7M | 18.9% | |
| TRP BLUE CHIP GRTH I 13,285 shares N/A | Other securities | — | — | $2.5M | 9.9% | |
| FID FREEDOM 2040 K6 154,722 shares N/A | Mutual Funds | — | — | $1.8M | 7.1% | |
| FID FREEDOM 2045 K6 99,460 shares N/A | Mutual Funds | — | — | $1.3M | 5.3% | |
| FID FREEDOM 2035 K6 77,454 shares N/A | Mutual Funds | — | — | $1.2M | 4.8% | |
| FID GOVT MMKT K6 999,017 shares N/A | Mutual Funds | — | — | $999K | 4.0% | |
| MFS MID CAP GRTH R6 31,342 shares N/A | Mutual Funds | — | — | $985K | 3.9% | |
| FID TOTAL INTL IDX 65,701 shares N/A | Common Collective Trusts | — | — | $882K | 3.5% | |
| TRP DIV GROWTH I 11,286 shares N/A | Other securities | — | — | $867K | 3.5% | |
| FID FREEDOM 2055 K6 45,827 shares N/A | Mutual Funds | — | — | $723K | 2.9% | |
| FID US BOND IDX 57,806 shares N/A | Common Collective Trusts | — | — | $591K | 2.4% | |
| FID FREEDOM 2030 K6 33,095 shares N/A | Mutual Funds | — | — | $578K | 2.3% | |
| FID FREEDOM 2050 K6 38,260 shares N/A | Mutual Funds | — | — | $521K | 2.1% | |
| FID SM CAP IDX 16,998 shares N/A | Common Collective Trusts | — | — | $470K | 1.9% | |
| AF WASH MUTL INV R6 5,512 shares N/A | Other securities | — | — | $340K | 1.4% | |
| FID MID CAP IDX 8,850 shares N/A | Common Collective Trusts | — | — | $299K | 1.2% | |
| FID EXTD MKT IDX 3,254 shares N/A | Common Collective Trusts | — | — | $296K | 1.2% | |
| FID REAL ESTATE IDX 17,611 shares N/A | Common Collective Trusts | — | — | $284K | 1.1% | |
| MFS MID CAP VALUE R6 7,403 shares N/A | Mutual Funds | — | — | $235K | 0.9% | |
| from 2025 to 2033 | Other securities | — | — | $180K | 0.7% | |
| FID TOTAL BOND K6 17,813 shares N/A | Mutual Funds | — | — | $155K | 0.6% | |
| AF AMER MUTUAL R6 2,267 shares N/A | Other securities | — | — | $125K | 0.5% | |
| FID FREEDOM 2060 K6 6,639 shares N/A | Mutual Funds | — | — | $96K | 0.4% | |
| FID FREEDOM 2065 K6 4,472 shares N/A | Mutual Funds | — | — | $59K | 0.2% | |
| FID FREEDOM 2025 K6 3,298 shares N/A | Mutual Funds | — | — | $45K | 0.2% | |
| FID FREEDOM 2020 K6 1,998 shares N/A | Mutual Funds | — | — | $29K | 0.1% | |
| FID FREEDOM INC K6 592 shares N/A | Mutual Funds | — | — | $6K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
