Krista Montgomery signed M.D.C. Holdings, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
M.D.C. Holdings, Inc.'s EIN is 84-0622967.
Download the official 2024 Form 5500 (PDF) for M.D.C. Holdings, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)M.D.C. Holdings, Inc.'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 |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $157K | — |
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 | |||||
|---|---|---|---|---|---|---|
| s * Charles Schwab Institutional Index | Mutual Funds | — | — | $23.9M | 15.1% | |
| The American Fund Group Growth Fund of America | Common Stocks | — | — | $15.5M | 9.8% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $11.2M | 7.1% | |
| Money Market Mutual Fund Vanguard Funds Vanguard Treasury US Money Market | Mutual Funds | — | — | $9.0M | 5.7% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $8.8M | 5.6% | |
| Vanguard Funds Extended Market Institutional Index | Mutual Funds | — | — | $8.4M | 5.3% | |
| Vanguard Funds Windsor II ADM | Mutual Funds | — | — | $7.9M | 5.0% | |
| Vanguard Funds Explorer Admiral Shares | Mutual Funds | — | — | $6.8M | 4.3% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $6.7M | 4.2% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $6.1M | 3.8% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $5.9M | 3.7% | |
| The American Fund Group Europacific Growth | Common Stocks | — | — | $5.4M | 3.4% | |
| The American Fund Group Balanced Income Fund | Common Stocks | — | — | $4.9M | 3.1% | |
| Vanguard Funds Total International Stock Index | Mutual Funds | — | — | $4.9M | 3.1% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $3.0M | 1.9% | |
| Pacific Investment Management Corp. PIMCO Real Return Bond Admin | Mutual Funds | — | — | $2.9M | 1.8% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $2.9M | 1.8% | |
| Pacific Investment Management Corp. PIMCO High Yield - Admin | Mutual Funds | — | — | $2.3M | 1.4% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.4% | |
| Charles Schwab US Bond Index | Mutual Funds | — | — | $2.2M | 1.4% | |
| Royce Funds Total Return | Other securities | — | — | $2.2M | 1.4% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $2.2M | 1.4% | |
| Invesco Real Estate | Mutual Funds | — | — | $2.1M | 1.3% | |
| JP Morgan Chase & Company JP Morgan Core Bond – Select | Common Stocks | — | — | $1.7M | 1.1% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | Bonds / Notes | — | — | $1.5M | 1.0% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.9% | |
| Vanguard Funds Total International Bond Index | Mutual Funds | — | — | $1.0M | 0.7% | |
| T.ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $859K | 0.5% | |
| T Rowe Price Short Term Bond | Mutual Funds | — | — | $449K | 0.3% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $199K | 0.1% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $82K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
