Kristina Lischke signed Marigold Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Marigold Group, Inc.'s EIN is 82-2867962.
Download the official 2024 Form 5500 (PDF) for Marigold Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Marigold Group, Inc.'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE | 01-0233346 | — | RECORDKEEPER | $115K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SHERIDAN ROAD ADVISORS | 13-4284240 | — | RIA | $86K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM BLEND 2050 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $13.9M | 18.2% | |
| FIDELITY FREEDOM BLEND 2045 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $10.6M | 13.8% | |
| FIDELITY FREEDOM BLEND 2055 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $10.1M | 13.2% | |
| FIDELITY FREEDOM BLEND 2040 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $8.3M | 10.9% | |
| FIDELITY FREEDOM BLEND 2035 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $7.7M | 10.0% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $6.7M | 8.7% | |
| FIDELITY FREEDOM BLEND 2060 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $4.4M | 5.7% | |
| FIDELITY FREEDOM BLEND 2030 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $3.0M | 3.9% | |
| JPMorgan JP Morgan Large Growth Fund | Other securities | — | — | $2.5M | 3.3% | |
| Vanguard Mid-Cap Index Fund | Common Collective Trusts | — | — | $1.1M | 1.4% | |
| FIDELITY FREEDOM BLEND 2025 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $972K | 1.3% | |
| American Funds Balanced Fund | Mutual Funds | — | — | $906K | 1.2% | |
| Dimensional Fund Advisors International Value Portfolio Fund | Mutual Funds | — | — | $819K | 1.1% | |
| Vanguard Small-Cap Index Fund | Common Collective Trusts | — | — | $781K | 1.0% | |
| American Funds Capital World Growth & Income Fund | Mutual Funds | — | — | $738K | 1.0% | |
| MFS Value Fund (R6) | Mutual Funds | — | — | $599K | 0.8% | |
| FIDELITY FREEDOM BLEND 2020 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $505K | 0.7% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $482K | 0.6% | |
| Vanguard Small Cap Value Index Fund | Common Collective Trusts | — | — | $414K | 0.5% | |
| John Hancock Life Ins. Co. Strategic Income Opportunity Fund | Common Stocks | — | — | $403K | 0.5% | |
| JOHN HANCOCK STABLE VALUE FUND R6 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Common Collective Trust | — | — | $372K | 0.5% | |
| JPMorgan JP Morgan Core Bond Fund | Other securities | — | — | $351K | 0.5% | |
| through December 2045 - | Other securities | — | — | $342K | 0.4% | |
| FIDELITY FREEDOM BLEND 2065 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $229K | 0.3% | |
| American Funds EuroPacific Growth Fund | Mutual Funds | — | — | $211K | 0.3% | |
| JP Morgan US Government Money Market Fund | Cash / Money Market | — | — | $45K | <0.1% | |
| FIDELITY FREEDOM BLEND INCOME FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2005 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY FREEDOM BLEND 2010 FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $0 | <0.1% | |
| FIDELITY MANAGED INCOME PORT II FIDELITY INST. ASSET MGMT TC · EIN 20-4659714 / PN 025 | 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.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACCESS RETIREMENT SERVICES LLC | 62-1700633 | — | TPA | $15K | — |
