Stephanie Costianes signed The Mission Essential Group, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Mission Essential Group, LLC's EIN is 83-2779739.
Download the official 2024 Form 5500 (PDF) for The Mission Essential Group, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Mission Essential Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | -$3K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX | Common Collective Trusts | — | — | $6.1M | 15.3% | |
| FID FREEDOM 2045 K | Mutual Funds | — | — | $3.4M | 8.6% | |
| FID FREEDOM 2050 K | Mutual Funds | — | — | $3.2M | 8.1% | |
| FID FREEDOM 2055 K | Mutual Funds | — | — | $3.0M | 7.5% | |
| FID FREEDOM 2040 K | Mutual Funds | — | — | $2.8M | 7.1% | |
| FID FREEDOM 2035 K | Mutual Funds | — | — | $2.4M | 6.0% | |
| FID FREEDOM 2025 K | Mutual Funds | — | — | $2.4M | 6.0% | |
| JPMorgan JPM LG CAP GROWTH R5 | Other securities | — | — | $2.2M | 5.6% | |
| FID FREEDOM 2030 K | Mutual Funds | — | — | $2.1M | 5.2% | |
| FID BALANCED | Mutual Funds | — | — | $1.9M | 4.8% | |
| Fidelity Management Trust Company** FID CONTRAFUND | Mutual Funds | — | — | $1.7M | 4.3% | |
| FID SMALL CAP VALUE | Mutual Funds | — | — | $977K | 2.5% | |
| FID SMALL CAP GROWTH | Mutual Funds | — | — | $927K | 2.3% | |
| John Hancock J H ENTERPRISE T | Other securities | — | — | $830K | 2.1% | |
| John Hancock JH DSCPL VAL MDCP I | Other securities | — | — | $722K | 1.8% | |
| FID GOVT MMKT | Mutual Funds | — | — | $697K | 1.8% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | — | $633K | 1.6% | |
| FID FREEDOM 2060 K | Mutual Funds | — | — | $525K | 1.3% | |
| FID CAPITAL & INCOME | Mutual Funds | — | — | $410K | 1.0% | |
| FID INTL INDEX | Mutual Funds | — | — | $406K | 1.0% | |
| Participants** Participant notes receivable bearing interest rates ranging from 4.25 to 9.50 percent - | Other securities | — | — | $403K | 1.0% | |
| FID FREEDOM 2015 K | Mutual Funds | — | — | $358K | 0.9% | |
| FID FREEDOM 2010 K | Mutual Funds | — | — | $310K | 0.8% | |
| FIDELITY GOVT INCOME | Mutual Funds | — | — | $238K | 0.6% | |
| PIMCO PIM TOTAL RT INST | Mutual Funds | — | — | $213K | 0.5% | |
| ClearBridge Investments CB INTL GRTH I | Other securities | — | — | $191K | 0.5% | |
| FID FREEDOM 2065 K | Mutual Funds | — | — | $175K | 0.4% | |
| American Century Equity AM CENT EQ INC R6 | Common Stocks | — | — | $171K | 0.4% | |
| FID FREEDOM INC K | Mutual Funds | — | — | $163K | 0.4% | |
| FID FREEDOM 2020 K | Mutual Funds | — | — | $155K | 0.4% | |
| Invesco Ltd INVS DEVELOP MKT Y | Mutual Funds | — | — | $91K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.