Chelsey Sholl signed Messenger, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Messenger, LLC's EIN is 80-0597389.
Download the official 2024 Form 5500 (PDF) for Messenger, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Messenger, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 | $31K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund # | Mutual Funds | — | — | $2.6M | 17.6% | |
| Vanguard Target Retirement 2045 Fund # | Mutual Funds | — | — | $1.6M | 11.1% | |
| Fidelity US Bond Index # 1 Fidelity 500 Index Fund # | Common Collective Trusts | — | — | $1.5M | 10.3% | |
| Vanguard Target Retirement 2035 Fund # | Mutual Funds | — | — | $1.3M | 9.2% | |
| Vanguard Target Retirement 2040 Fund # | Mutual Funds | — | — | $1.2M | 8.6% | |
| T Rowe Price Growth Stock Fund # | Mutual Funds | — | — | $1.1M | 7.3% | |
| Vanguard Target Retirement 2025 Fund # | Mutual Funds | — | — | $956K | 6.6% | |
| Vanguard Target Retirement 2050 Fund # | Mutual Funds | — | — | $841K | 5.8% | |
| Vanguard Target Retirement 2055 Fund # | Mutual Funds | — | — | $662K | 4.6% | |
| Vanguard Target Retirement 2020 Fund # | Mutual Funds | — | — | $506K | 3.5% | |
| EuroPacific Growth Fund # | Other securities | — | — | $264K | 1.8% | |
| Vanguard Target Retirement 2060 Fund # | Mutual Funds | — | — | $236K | 1.6% | |
| Dodge & Cox Income Fund # | Mutual Funds | — | — | $229K | 1.6% | |
| Collective Trust Wells Fargo Fund Management # | Common Collective Trusts | — | — | $223K | 1.5% | |
| GALLIARD MDG INCOME D SEI TRUST COMPANY · EIN 52-2250949 / PN 001 | Common Collective Trust | — | — | $223K | 1.5% | |
| Vanguard Mid-Cap Growth Index Fund # | Common Collective Trusts | — | — | $194K | 1.3% | |
| Vanguard Target Retirement 2065 Fund # | Mutual Funds | — | — | $180K | 1.2% | |
| Participants various maturities # | Other securities | — | — | $179K | 1.2% | |
| JPMorgan Equity Income Fund # | Other securities | — | — | $178K | 1.2% | |
| Vanguard Target Retirement Income Fund # | Mutual Funds | — | — | $175K | 1.2% | |
| Vanguard Mid-Cap Value Index Fund # | Common Collective Trusts | — | — | $109K | 0.8% | |
| Janus Triton US Small Growth Fund # | Mutual Funds | — | — | $94K | 0.6% | |
| Victory Sycamore Small Company Opportunity Fund # | Common Stocks | — | — | $70K | 0.5% | |
| Vanguard Mid-Cap Index Fund # | Common Collective Trusts | — | — | $46K | 0.3% | |
| (E) | Other securities | — | $94K | $46K | 0.3% | |
| Vanguard Target Retirement 2070 Fund # | Mutual Funds | — | — | $23K | 0.2% | |
| Fidelity Small Cap Index Fund # | Common Collective Trusts | — | — | $22K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
