Randee Manley signed Market Enginuity, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Market Enginuity, Inc.'s EIN is 86-1028149.
Download the official 2024 Form 5500 (PDF) for Market Enginuity, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Market Enginuity, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| PGIM High Yield R6 Fund | Other securities | — | $0 | $1.6M | 17.7% | |
| Hartford Int'l Value R6 Fund | Other securities | — | $0 | $932K | 10.6% | |
| JP MORGAN LARGE CAP GR R6 FD | Other securities | — | $0 | $786K | 8.9% | |
| Prin SmCap S&P 600 Index SA-Z | Common Stocks | — | $0 | $731K | 8.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | $0 | $664K | 7.6% | |
| T. R Price Mid-Cap Val I Fd | Other securities | — | $0 | $660K | 7.5% | |
| Schwab Internationl Index Fund | Common Collective Trusts | — | $0 | $618K | 7.0% | |
| Inv Gld and Sp Minerals R6 Fnd | Other securities | — | $0 | $557K | 6.3% | |
| Putnam Large Cap Value R6 Fund | Mutual Funds | — | $0 | $548K | 6.2% | |
| Prin Fixed Inc Guar Option | Common Stocks | — | $0 | $414K | 4.7% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $414K | 4.7% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $312K | 3.6% | |
| Prin MidCap S&P 400 Idx SA-Z | Common Collective Trusts | — | $0 | $312K | 3.6% | |
| Participant Loans | Participant loans | — | $0 | $248K | 2.8% | |
| JP Morgan Sm Cap Value R6 Fund | Other securities | — | $0 | $189K | 2.2% | |
| JANUSHENDERSON ENTRPRS N | Other securities | — | $0 | $165K | 1.9% | |
| Janus Henderson Venture N Fd | Mutual Funds | — | $0 | $147K | 1.7% | |
| PIMCO Income Institutional Fd | Mutual Funds | — | $0 | $96K | 1.1% | |
| BlackRock Total Return K Fund | Other securities | — | $0 | $88K | 1.0% | |
| DFA Emerg Mkt Core Eqty I Fd | Mutual Funds | — | $0 | $76K | 0.9% | |
| Fidelity Adv Tech Z Fund | Mutual Funds | — | $0 | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS | 43-1451524 | — | INVESTMENT ADVISORY | $0 | — |
