Shirley Horner signed Masterworks, Incorporated's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Masterworks, Incorporated's EIN is 91-1439009.
Download the official 2023 Form 5500 (PDF) for Masterworks, Incorporated from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Masterworks, Incorporated'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 | $44K | — |
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 | |||||
|---|---|---|---|---|---|---|
| MFS TOTAL RETURN - R6 | Registered Investment Companies | — | — | $2.6M | 14.1% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $2.6M | 14.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $1.4M | 7.6% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $1.1M | 6.2% | |
| FID FREEDOM INDEX 2040 PREMIER | Registered Investment Companies | — | — | $1.0M | 5.8% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.0M | 5.7% | |
| FID FREEDOM INDEX 2030 PREMIER | Registered Investment Companies | — | — | $927K | 5.1% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $867K | 4.8% | |
| FID FREEDOM INDEX 2050 PREMIER | Registered Investment Companies | — | — | $580K | 3.2% | |
| FID FREEDOM INDEX 2045 PREMIER | Registered Investment Companies | — | — | $543K | 3.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $534K | 2.9% | |
| FID FREEDOM INDEX 2060 PREMIER | Registered Investment Companies | — | — | $521K | 2.9% | |
| FID FREEDOM INDEX 2035 PREMIER | Registered Investment Companies | — | — | $499K | 2.7% | |
| FID FREEDOM INDEX 2055 PREMIER | Registered Investment Companies | — | — | $450K | 2.5% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $446K | 2.5% | |
| T ROWE PRICE OVERSEAS STOCK | Registered Investment Companies | — | — | $429K | 2.4% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $397K | 2.2% | |
| FID FREEDOM INDEX INC PREMIER | Registered Investment Companies | — | — | $255K | 1.4% | |
| T. ROWE PRICE DIVIDEND GR I | Registered Investment Companies | — | — | $232K | 1.3% | |
| NUVEEN SMALLCAP BLEND INDEX R6 | Registered Investment Companies | — | — | $225K | 1.2% | |
| BLACKROCK TOTAL RETURN K | Registered Investment Companies | — | — | $167K | 0.9% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $164K | 0.9% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $141K | 0.8% | |
| FID FREEDOM INDEX 2065 PREMIER | Registered Investment Companies | — | — | $135K | 0.7% | |
| FID FREEDOM INDEX 2025 PREMIER | Registered Investment Companies | — | — | $130K | 0.7% | |
| FID FREEDOM INDEX 2020 PREMIER | Registered Investment Companies | — | — | $111K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
