Yuliana Valencia signed Munger Bros., LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Munger Bros., LLC's EIN is 83-0382898.
Download the official 2024 Form 5500 (PDF) for Munger Bros., LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Munger Bros., 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 |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | PORTLAND, OR | RECORDKEEPER | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HICKS PENSION SERVICES | 94-2158860 | FRESNO, CA | THIRD PARTY ADMINISTRATO | $4K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT A5-2010 TD STANDARD INSURANCE COMPANY · EIN 93-0249900 / PN 005 | Pooled Separate Account | — | — | $7.9M | 89.3% | |
| Standard Fidelity US Bond Index - | Mutual Funds | — | — | $1.8M | 20.7% | |
| Standard Fidelity 500 Index - | Common Collective Trusts | — | — | $1.3M | 14.8% | |
| Standard Fidelity International Index - | Mutual Funds | — | — | $1.2M | 13.5% | |
| Standard Vanguard Equity Income Adm - | Mutual Funds | — | — | $1.1M | 11.9% | |
| Standard Stable Asset D - | Other securities | — | — | $945K | 10.7% | |
| Standard Harbor Capital Appreciation I - | Other securities | — | — | $925K | 10.4% | |
| Standard Vanguard Sm Cap Idx Adm - | Common Collective Trusts | — | — | $396K | 4.5% | |
| Standard JPMorgan Mid Cap Growth R5 - | Other securities | — | — | $365K | 4.1% | |
| Standard T.Rowe Price Mid-Cap Val I - | Other securities | — | — | $346K | 3.9% | |
| Standard Vanguard Balanced Idx Adm - $ | Common Collective Trusts | — | — | $306K | 3.4% | |
| Standard Franklin Small Cap Val R6 - | Mutual Funds | — | — | $93K | 1.0% | |
| Standard Voya Small Cap Growth I - | Other securities | — | — | $91K | 1.0% | |
| Participant Contributions Total That Constitutes Nonexempt Prohibited Transactions Total Fully Corrected Transferred Late to Plan Under VFCP and PTE $1,002 | Other securities | — | $1K | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
