Jason Shulman signed Makor Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Makor Management LLC's EIN is 87-2073026.
Download the official 2024 Form 5500 (PDF) for Makor Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Makor Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
| ASCENSUS HOLDINGS INC DBA FUTUREPLA | — | SAN DIEGO, CA | CONTRACT ADMIN | $3K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund " | Mutual Funds | — | — | $661K | 22.8% | |
| Vanguard Target Retirement 2030 Fund " | Mutual Funds | — | — | $285K | 9.8% | |
| Vanguard 500 Index Admiral Fund " | Common Collective Trusts | — | — | $266K | 9.2% | |
| Vanguard Target Retirement 2060 Fund " | Mutual Funds | — | — | $207K | 7.2% | |
| Putnam Dynamic Asset Allocation Balanced R6 Fund " | Mutual Funds | — | — | $172K | 5.9% | |
| Vanguard Target Retirement 2055 Fund " | Mutual Funds | — | — | $155K | 5.3% | |
| Vanguard Target Retirement 2040 Fund " | Mutual Funds | — | — | $140K | 4.8% | |
| Key Guaranteed Portfolio Fund Guaranteed account | Other securities | — | — | $124K | 4.3% | |
| Vanguard Target Retirement 2045 Fund " | Mutual Funds | — | — | $105K | 3.6% | |
| Vanguard Growth Index Admiral Fund " | Mutual Funds | — | — | $102K | 3.5% | |
| Vanguard Target Retirement 2050 Fund " | Mutual Funds | — | — | $96K | 3.3% | |
| Vanguard Target Retirement 2020 Fund " | Mutual Funds | — | — | $84K | 2.9% | |
| Participant Loans (4.25% - 9.50%) - | Bonds / Notes | — | — | $65K | 2.2% | |
| Vanguard Mid-Cap Index Admiral Fund " | Mutual Funds | — | — | $55K | 1.9% | |
| PIMCO Income Institutional Fund " ** 630 Putnam Dynamic Asset Allocation Growth R6 Fund " | Mutual Funds | — | — | $52K | 1.8% | |
| Vanguard Small-Cap Growth Index Admiral Fund " | Mutual Funds | — | — | $37K | 1.3% | |
| Vanguard Real Estate Index Admiral Fund " | Mutual Funds | — | — | $33K | 1.1% | |
| Fidelity International Index Fund " | Common Collective Trusts | — | — | $32K | 1.1% | |
| DFA Intermediate Government Fixed Income Portfolio Institutional Fund " ** 918 DFA International Value Portfolio Institutional Fund " ** 3 DFA Large Cap International Portfolio Institutional Fund " | Mutual Funds | — | — | $28K | 1.0% | |
| DFA Emerging Markets Portfolio Institutional Fund " | Mutual Funds | — | — | $25K | 0.9% | |
| Vanguard Intermediate-Term Investment-Grade Admiral Fund " | Mutual Funds | — | — | $16K | 0.5% | |
| Vanguard Small Cap Value Index Admiral Fund " | Mutual Funds | — | — | $11K | 0.4% | |
| BlackRock High Yield Portfolio K Fund " ** 630 Columbia Small Cap Index Institutional 3 Fund " | Other securities | — | — | $11K | 0.4% | |
| Vanguard Inflation-Protected Securities Admiral Fund " | Mutual Funds | — | — | $9K | 0.3% | |
| Vanguard Mid-Cap Growth Index Admiral Fund " | Mutual Funds | — | — | $8K | 0.3% | |
| Vanguard Value Index Admiral Fund " | Mutual Funds | — | — | $7K | 0.2% | |
| Vanguard International Growth Admiral Fund " | Mutual Funds | — | — | $7K | 0.2% | |
| Invesco Comstock R6 Fund " | Mutual Funds | — | — | $6K | 0.2% | |
| Vanguard Target Retirement 2025 Fund " | Mutual Funds | — | — | $6K | 0.2% | |
| DFA U.S. Targeted Value Portfolio Institutional Fund " | Mutual Funds | — | — | $5K | 0.2% | |
| Vanguard Short-Term Investment-Grade Admiral Fund " | Mutual Funds | — | — | $4K | 0.2% | |
| Vanguard Short-Term Federal Admiral Fund " | Mutual Funds | — | — | $4K | 0.1% | |
| American Funds The Growth Fund of America R6 Fund Mutual fund | Mutual Funds | — | — | $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 |
|---|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | — | WALTHAM, MA | INVESTMENT ADVISOR | $12K | — |
