Kristin Vargas signed Findlay Management Group's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Findlay Management Group's EIN is 88-0267953.
Download the official 2024 Form 5500 (PDF) for Findlay Management Group from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Findlay Management Group'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 | $206K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROYAL ALLIANCE ASSOCIATES, INC. | 93-0987232 | — | INVESTMENT/FINANCIAL ADVI | $163K | — |
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 | |||||
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $7.2M | 9.3% | |
| FRANKLIN DYNATECH FUND R6 | Registered Investment Companies | — | — | $6.7M | 8.6% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $5.6M | 7.3% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $4.8M | 6.2% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $4.7M | 6.1% | |
| NUVEEN LC INDEX 2060 R6 | Registered Investment Companies | — | — | $4.4M | 5.7% | |
| NUVEEN LC INDEX 2035 R6 | Registered Investment Companies | — | — | $3.7M | 4.8% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $3.7M | 4.7% | |
| NUVEEN LC INDEX 2045 R6 | Registered Investment Companies | — | — | $3.1M | 4.0% | |
| NUVEEN LC INDEX 2040 R6 | Registered Investment Companies | — | — | $3.0M | 3.9% | |
| NUVEEN LC INDEX 2050 R6 | Registered Investment Companies | — | — | $3.0M | 3.8% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $2.2M | 2.9% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $2.2M | 2.8% | |
| NUVEEN LC INDEX 2055 R6 | Registered Investment Companies | — | — | $2.2M | 2.8% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $2.1M | 2.7% | |
| NUVEEN LC INDEX 2030 R6 | Registered Investment Companies | — | — | $2.0M | 2.6% | |
| NUVEEN LC INDEX 2025 R6 | Registered Investment Companies | — | — | $1.7M | 2.1% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $1.7M | 2.1% | |
| VANGUARD HEALTH CARE INDEX ADM | Registered Investment Companies | — | — | $1.5M | 2.0% | |
| INVESCO GOLD & SPEC MINR6 | Registered Investment Companies | — | — | $1.1M | 1.4% | |
| NUV LIFECYCLE IDX RET INC R6 | Registered Investment Companies | — | — | $991K | 1.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $964K | 1.2% | |
| DFA REAL ESTATE SEC PORT INST | Registered Investment Companies | — | — | $922K | 1.2% | |
| MFS MID CAP GROWTH R6 | Registered Investment Companies | — | — | $845K | 1.1% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $809K | 1.0% | |
| NUVEEN LC INDEX 2020 R6 | Registered Investment Companies | — | — | $806K | 1.0% | |
| VANGUARD EMG MKTS STK IDX ADM | Registered Investment Companies | — | — | $729K | 0.9% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $670K | 0.9% | |
| VANGUARD UTIL IDX ADM | Registered Investment Companies | — | — | $604K | 0.8% | |
| DFA INT GOVT FIXED INC INST | Registered Investment Companies | — | — | $590K | 0.8% | |
| VANGUARD TOTAL INTL BD IDX ADM | Registered Investment Companies | — | — | $524K | 0.7% | |
| VANGUARD LIFESTRATEGY MOD GROW | Registered Investment Companies | — | — | $463K | 0.6% | |
| VANGUARD LIFESTRATEGY GROWTH | Registered Investment Companies | — | — | $436K | 0.6% | |
| DFA INFLATION PROT SEC INST | Registered Investment Companies | — | — | $392K | 0.5% | |
| VAN CASH RES FED MON MKT ADMRL | Registered Investment Companies | — | — | $365K | 0.5% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $327K | 0.4% | |
| VAN LIFESTRAT CONSERV GR - INV | Registered Investment Companies | — | — | $210K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
