Danielle Bryant signed Orchards MI, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Orchards MI, LLC's EIN is 87-3042948.
Download the official 2024 Form 5500 (PDF) for Orchards MI, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Orchards MI, LLC'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $98K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH INC | — | SEWICKLEY, PA |
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 | |||||
|---|---|---|---|---|---|---|
| FIDELITY ADVISOR SM CAP VAL M 775 REGISTERED INVESTMENT COMPANY AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $200K | 15.3% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $156K | 12.0% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $156K | 12.0% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $140K | 10.7% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $133K | 10.2% | |
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $118K | 9.1% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $112K | 8.6% | |
| JPMORGAN US EQUITY - R2 962 REGISTERED INVESTMENT COMPANY AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $106K | 8.2% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $102K | 7.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $20K | 1.5% | |
| JPMORGAN MID CP VL - R2 15 REGISTERED INVESTMENT COMPANY NATIONWIDE S&P 500 INDEX - R | Registered Investment Companies | — | — | $7K | 0.5% | |
| NATIONWIDE SMALL CAP INDEX R | Registered Investment Companies | — | — | $1K | 0.1% | |
| NTW INTERNATIONAL INDEX R | Registered Investment Companies | — | — | $1K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| ADVISOR |
| $0 |
| — |
