Julie Becker signed MOYE White LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MOYE White LLP's EIN is 84-0714430.
Download the official 2024 Form 5500 (PDF) for MOYE White LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MOYE White LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $36K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Account * Self-directed brokerage account | Self-Directed Brokerage | — | — | $2.3M | 17.7% | |
| T. Rowe Price Retirement 2040 | Mutual Funds | — | — | $1.3M | 10.0% | |
| T. Rowe Price Retirement 2030 | Other securities | — | — | $1.2M | 9.1% | |
| Vanguard U.S Growth Fund | Mutual Funds | — | — | $979K | 7.5% | |
| Vanguard 500 Index Fund | Common Collective Trusts | — | — | $895K | 6.9% | |
| Dodge & Cox Stock fund X | Mutual Funds | — | — | $735K | 5.7% | |
| T. Rowe Price Retirement 2050 | Other securities | — | — | $632K | 4.9% | |
| T. Rowe Price Retirement 2045 | Other securities | — | — | $614K | 4.7% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $535K | 4.1% | |
| Vanguard Mid Cap Index Fund | Common Collective Trusts | — | — | $439K | 3.4% | |
| American Funds Europacific Growth Fund | Mutual Funds | — | — | $399K | 3.1% | |
| Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $354K | 2.7% | |
| Baron Funds Growth Fund Ins | Other securities | — | — | $329K | 2.5% | |
| T. Rowe Price Retirement 2055 | Other securities | — | — | $317K | 2.4% | |
| T. Rowe Price Retirement 2035 | Other securities | — | — | $303K | 2.3% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $221K | 1.7% | |
| T. Rowe Price Retirement 2060 | Other securities | — | — | $211K | 1.6% | |
| T. Rowe Price Retirement 2025 | Other securities | — | — | $173K | 1.3% | |
| JP Morgan Core Bond Fund | Other securities | — | — | $172K | 1.3% | |
| MFS Total Return Fund | Mutual Funds | — | — | $166K | 1.3% | |
| Vanguard Total Int’l Stock Index Fund | Common Collective Trusts | — | — | $126K | 1.0% | |
| Cohen & Steers Global Reality I | Other securities | — | — | $93K | 0.7% | |
| Vanguard Total Bond Market Index Fund | Common Collective Trusts | — | — | $77K | 0.6% | |
| T. Rowe Price High Yield Fund Class I | Other securities | — | — | $67K | 0.5% | |
| Participant Loans Various rates from 4.25% to 9.25% | Bonds / Notes | — | — | $24K | 0.2% | |
| Vanguard Inflation–Protected Sec Fund | Mutual Funds | — | — | $20K | 0.2% | |
| Vanguard Short Term Bond Index | Mutual Funds | — | — | $17K | 0.1% | |
| Vanguard Total Int’l Bond Index Fund | Common Collective Trusts | — | — | $12K | <0.1% | |
| T. Rowe Price Retirement 2020 | Other securities | — | — | $11K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
