Becky Herrick signed Thirty Madison, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Thirty Madison, Inc.'s EIN is 81-3709209.
Download the official 2024 Form 5500 (PDF) for Thirty Madison, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Thirty Madison, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $60K | — |
| ARES RETIREMENT PLAN SERVICES LLC | — | MEMPHIS, TN | OTHER | -$8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
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 | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SELCT 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $5.4M | 21.7% | |
| T ROWE PRICE RET BLEND SELCT 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $5.2M | 21.0% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $3.8M | 15.3% | |
| T ROWE PRICE RET BLEND SELCT 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $2.9M | 11.5% | |
| T ROWE PRICE RET BLEND SELCT 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $1.2M | 4.7% | |
| T ROWE PRICE RET BLEND SELCT 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $609K | 2.5% | |
| MFS International Diversification Fund Class R6 Mutual Fund | Mutual Funds | — | — | $560K | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $548K | 2.2% | |
| FRS PUTNAM LARGE CAP VALUE FUND CLA GREAT GRAY · EIN 38-4065329 / PN 000 | Common Collective Trust | — | — | $497K | 2.0% | |
| Fidelity Advisor Growth Opportunities Fund Class Z Mutual Fund | Mutual Funds | — | — | $468K | 1.9% | |
| Fidelity Small Cap Index Fund Mutual Fund | Common Collective Trusts | — | — | $416K | 1.7% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | Other securities | — | — | $409K | 1.6% | |
| PIMCO Income Fund Institutional Class Mutual Fund | Mutual Funds | — | — | $392K | 1.6% | |
| American Funds New World R6 Mutual Fund | Mutual Funds | — | — | $336K | 1.4% | |
| T ROWE PRICE RET BLEND SELCT 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $323K | 1.3% | |
| Fidelity US Bond Index Mutual Fund | Mutual Funds | — | — | $200K | 0.8% | |
| Fidelity Advisor Value Fund Class Z Mutual Fund | Mutual Funds | — | — | $186K | 0.7% | |
| Ei Fixed Account - Series Class V Fixed Annuity | Other securities | — | — | $179K | 0.7% | |
| T ROWE PRICE RET BLEND SELCT 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $171K | 0.7% | |
| Putnam Global Technology Fund Class R6 Shares Mutual Fund | Mutual Funds | — | — | $153K | 0.6% | |
| SMALL CAP VALUE FUND II FEE CLASS R GREAT GRAY · EIN 38-4126250 / PN 000 | Common Collective Trust | — | — | $136K | 0.5% | |
| American Funds The Bond Fund of America Class R-6 Mutual Fund | Mutual Funds | — | — | $134K | 0.5% | |
| American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $126K | 0.5% | |
| MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $108K | 0.4% | |
| SMALL CAP GROWTH FUND II FEE CLASS GREAT GRAY · EIN 38-4126288 / PN 000 | Common Collective Trust | — | — | $91K | 0.4% | |
| BlackRock Health Sciences Opportunities Portfolio Class K Mutual Fund | Other securities | — | — | $88K | 0.4% | |
| PGIM Global Real Estate Fund- Class R6 Mutual Fund | Other securities | — | — | $63K | 0.3% | |
| American Funds American Balanced R6 Mutual Fund | Mutual Funds | — | — | $47K | 0.2% | |
| T ROWE PRICE RET BLEND SELCT 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $25K | <0.1% | |
| PGIM Jennison International Opportunities Fund- Class R6 Mutual Fund | Other securities | — | — | $12K | <0.1% | |
| American Funds Inflation Linked Bond R6 Mutual Fund | Mutual Funds | — | — | $10K | <0.1% | |
| FRS WESTERN ASSET CORE BOND CIT G1 GREAT GRAY · EIN 82-4391232 / PN 000 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| WORLD INVESTMENT ADVISORS LLC |
| — |
| SANTA BARBARA, CA |
| INVESTMENT ADVISOR |
| $47K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACUFF & ASSOCIATES INC | — | BRENTWOOD, TN | CONTRACT ADMIN | $42K | — |
