Mesa Systems, Inc.'s EIN is 84-1315659.
Download the official 2024 Form 5500 (PDF) for Mesa Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mesa Systems, Inc.'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 | — | NONE | $31K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS, LLC | 47-1411118 | — | NONE | $16K | — |
| DWC | 84-0795096 | — | NONE |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds Capital Groups American Funds 2030 Trgt Date Retire R6 | Mutual Funds | — | — | $2.2M | 21.1% | |
| American Funds Capital Groups American Funds 2035 Trgt Date Retire R6 | Mutual Funds | — | — | $1.6M | 16.1% | |
| American Funds Capital Groups American Funds 2020 Trgt Date Retire R6 | Mutual Funds | — | — | $1.4M | 13.6% | |
| American Funds Capital Groups American Funds 2025 Trgt Date Retire R6 | Mutual Funds | — | — | $1.3M | 12.6% | |
| American Funds Capital Groups American Funds 2045 Trgt Date Retire R6 | Mutual Funds | — | — | $697K | 6.8% | |
| American Funds Capital Groups American Funds 2040 Trgt Date Retire R6 | Mutual Funds | — | — | $638K | 6.3% | |
| American Funds Capital Groups American Funds 2050 Trgt Date Retire R6 | Mutual Funds | — | — | $559K | 5.5% | |
| American Funds Capital Groups American Funds 2055 Trgt Date Retire R6 | Mutual Funds | — | — | $484K | 4.7% | |
| Charles Schwab Corporation Schwab S&P 500 Select | Common Collective Trusts | — | — | $250K | 2.5% | |
| American Funds Capital Groups American Funds 2060 Trgt Date Retire R6 | Mutual Funds | — | — | $159K | 1.6% | |
| Loans maturing from 2024 - 2038 with interest * Participant Loans rates ranging from 4.25%-10.00% | Bonds / Notes | — | — | $143K | 1.4% | |
| JPMorgan Chase & Co JPMorgan Large Cap Growth R6 | Common Stocks | — | — | $107K | 1.0% | |
| Dodge & Cox Dodge & Cox Income | Mutual Funds | — | — | $103K | 1.0% | |
| Vanguard Group Vanguard Small Cap Index Adm | Mutual Funds | — | — | $84K | 0.8% | |
| American Funds Capital Groups American Funds 2065 Trgt Date Retire R6 | Mutual Funds | — | — | $83K | 0.8% | |
| Vanguard Group Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $73K | 0.7% | |
| American Funds Capital Groups American Funds 2015 Trgt Date Retire R6 | Mutual Funds | — | — | $72K | 0.7% | |
| Pimco Income Instl | Mutual Funds | — | — | $66K | 0.6% | |
| The Standard Ins Co Stable Asset Fund D | Common Stocks | — | — | $56K | 0.5% | |
| Vanguard Group Vanguard International Growth Adm | Mutual Funds | — | — | $52K | 0.5% | |
| Vanguard Group Vanguard Developed Markets Idx Admiral | Common Collective Trusts | — | — | $30K | 0.3% | |
| RELIANCE TRUST COMPANY SVF RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 003 | 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.
| $15K |
| — |
