Brian McNulty signed Maestro Financial Solutions, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Maestro Financial Solutions, LLC's EIN is 85-4218816.
Download the official 2024 Form 5500 (PDF) for Maestro Financial Solutions, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Maestro Financial Solutions, LLC's plan includes profit-sharing, a 401(k) feature.
Holdings are itemized directly on this plan's Schedule of Assets, below.
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 | |||||
|---|---|---|---|---|---|---|
| Voya Index Solution 2050 P Z MUTUAL FUND | Other securities | — | — | $1.4M | 11.5% | |
| Voya Index Solution 2035 P Z MUTUAL FUND | Other securities | — | — | $1.3M | 11.2% | |
| Vangrd 500 Index Fund Adm MUTUAL FUND | Common Collective Trusts | — | — | $1.1M | 9.0% | |
| Voya Index Solution 2055 P Z MUTUAL FUND | Other securities | — | — | $993K | 8.3% | |
| Voya Index Solution 2060 P Z MUTUAL FUND | Other securities | — | — | $865K | 7.2% | |
| VANGRD GROWTH INDEX FUND ADM VANGUARD FUNDS · EIN 23-1999755 / PN 001 | Common Collective Trust | — | — | $698K | 5.8% | |
| TRwPr Blue Chip Growth Fnd I MUTUAL FUND | Other securities | — | — | $584K | 4.9% | |
| Voya Index Solution 2045 P Z MUTUAL FUND | Other securities | — | — | $452K | 3.8% | |
| VANGRD LIFESTRAT GRW FD INV VANGUARD FUNDS · EIN 23-1945930 / PN 001 | Common Collective Trust | — | — | $422K | 3.5% | |
| Voya Index Solution 2030 P Z MUTUAL FUND | Other securities | — | — | $414K | 3.4% | |
| Voya Index Solution 2040 P Z MUTUAL FUND | Other securities | — | — | $328K | 2.7% | |
| VANGRD MD-CAP GRW INDEX FD ADM VANGUARD FUNDS · EIN 23-1999755 / PN 001 | Common Collective Trust | — | — | $309K | 2.6% | |
| TRwPr Equity Income Fund I MUTUAL FUND | Other securities | — | — | $251K | 2.1% | |
| Fidelity Sm Cp Ind Fd MUTUAL FUND | Mutual Funds | — | — | $226K | 1.9% | |
| Vangrd Value Index Fund Adm MUTUAL FUND | Common Collective Trusts | — | — | $213K | 1.8% | |
| VANGRD SM-CAP VI INDEX FND ADM VANGUARD FUNDS · EIN 23-1999755 / PN 001 | Common Collective Trust | — | — | $208K | 1.7% | |
| PIMCO CMDTYRIRTN STRAT FND INS PIMCO FUNDS · EIN 04-3690823 / PN 001 | Common Collective Trust | — | — | $180K | 1.5% | |
| Voya Index Solution 2025 P Z MUTUAL FUND | Other securities | — | — | $170K | 1.4% | |
| AMERICAN FUNDS NW PRSPCTV R6 AMERICAN FUNDS · EIN 95-2817150 / PN 001 | Common Collective Trust | — | — | $151K | 1.3% | |
| Voya Index Solution 2065 P Z MUTUAL FUND | Other securities | — | — | $125K | 1.0% | |
| VY TRwPr Cap Apprec Port RS MUTUAL FUND | Other securities | — | — | $122K | 1.0% | |
| VANGRD SM-CAP GRW INDEX FD ADM VANGUARD FUNDS · EIN 23-1999755 / PN 001 | Common Collective Trust | — | — | $119K | 1.0% | |
| VANGRD LIFESTRAT CNS GR FD INV VANGUARD FUNDS · EIN 23-1945930 / PN 001 | Common Collective Trust | — | — | $99K | 0.8% | |
| AMERICAN FUNDS NEW WORLD R6 AMERICAN FUNDS · EIN 95-4727424 / PN 001 | Common Collective Trust | — | — | $94K | 0.8% | |
| FIDELITY EXT MKT INDEX FUND RETIRED FUNDS · EIN 04-3365630 / PN 001 | Common Collective Trust | — | — | $91K | 0.8% | |
| VANGRD LIFESTRAT MD GRW FD INV VANGUARD FUNDS · EIN 23-1945930 / PN 001 | Common Collective Trust | — | — | $85K | 0.7% | |
| Voya Fixed Account (4450) MUTUAL FUND | Other securities | — | — | $73K | 0.6% | |
| AMERICAN FUNDS EUROPACIFIC R6 RETIRED FUNDS · EIN 95-1411037 / PN 001 | Common Collective Trust | — | — | $48K | 0.4% | |
| PGIM High Yield Fund R6 MUTUAL FUND | Other securities | — | — | $45K | 0.4% | |
| Loomis Sayles Bond Fund N MUTUAL FUND | Other securities | — | — | $34K | 0.3% | |
| CLRBRG APPREC FND IS TEMPLETON FUNDS · EIN 13-2653031 / PN 001 | Common Collective Trust | — | — | $34K | 0.3% | |
| AB Global Bond Fund Z MUTUAL FUND | Other securities | — | — | $26K | 0.2% | |
| Voya Intermediate Bond Fund R6 MUTUAL FUND | Other securities | — | — | $23K | 0.2% | |
| DFA GLOBAL REAL EST SEC PT INS DIMENSIONAL FUND ADVISORS · EIN 26-2416846 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| DFA LNFLPROT SEC PORT INS DIMENSIONAL FUND ADVISORS · EIN 36-3129984 / PN 001 | Common Collective Trust | — | — | $20K | 0.2% | |
| VANGRD LIFESTRAT INC FD INV VANGUARD FUNDS · EIN 23-1945930 / PN 001 | Common Collective Trust | — | — | $16K | 0.1% | |
| MFS Mid Cap Value Fund RS MUTUAL FUND | Mutual Funds | — | — | $15K | 0.1% | |
| Voya Gv Mny Mkt FA (Hld Acct) MUTUAL FUND | Other securities | — | — | $4K | <0.1% | |
| Participant Notes Receivables Participant Loan, 6.5% | Bonds / Notes | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
