Joseph Shmait signed MAD Anthonys, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MAD Anthonys, Inc.'s EIN is 91-0889684.
Download the official 2024 Form 5500 (PDF) for MAD Anthonys, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MAD Anthonys, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $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 | |||||
|---|---|---|---|---|---|---|
| JP Morgan Large Cap Growth Fund Mutual Fund | Other securities | — | — | $5.8M | 17.2% | |
| Principal/BlackRock Russell 2000 Index Collective Trust Fund | Common Collective Trusts | — | — | $3.5M | 10.4% | |
| PRIN/BR RUSS 2000 I CIT N SEI TRUST COMPANY · EIN 52-2265233 / PN 001 | Common Collective Trust | — | — | $3.5M | 10.4% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $3.1M | 9.1% | |
| Principal Fixed Income Guaranteed Option Guaranteed Interest Contract | Other securities | — | — | $2.9M | 8.6% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $2.9M | 8.6% | |
| Various Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.7M | 8.1% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $2.2M | 6.5% | |
| Virtus Ceredex Mid-Cap Value Equity Fund Mutual Fund | Other securities | — | — | $2.0M | 5.8% | |
| PRIN/BR S&P 500 INDEX CIT N SEI TRUST COMPANY · EIN 94-3224211 / PN 001 | Common Collective Trust | — | — | $1.9M | 5.7% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $1.5M | 4.6% | |
| EuroPacific Growth Fund Mutual Fund | Other securities | — | — | $1.0M | 3.1% | |
| American Balanced Fund Mutual Fund | Other securities | — | — | $927K | 2.8% | |
| PRIN/MFS VALUE CIT N SEI TRUST COMPANY · EIN 45-6648640 / PN 001 | Common Collective Trust | — | — | $803K | 2.4% | |
| ALLSPRING CORE BD CIT N SEI TRUST COMPANY · EIN 94-3222878 / PN 001 | Common Collective Trust | — | — | $712K | 2.1% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $637K | 1.9% | |
| Participant loans Rates from 4.25% - 9.5% - 0 - | Bonds / Notes | — | — | $455K | 1.4% | |
| PRIN/BR S&P MID INDEX CIT N SEI TRUST COMPANY · EIN 52-2265235 / PN 001 | Common Collective Trust | — | — | $235K | 0.7% | |
| Vanguard Target Retirement 2070 Fund Mutual Fund | Mutual Funds | — | — | $135K | 0.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $103K | 0.3% | |
| GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
