Jason Filippini signed MUD Bay, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MUD Bay, Inc.'s EIN is 91-2060015.
Download the official 2024 Form 5500 (PDF) for MUD Bay, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MUD Bay, Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $37K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds 2050 Target Date-R6 N/R | Mutual Funds | — | — | $827K | 13.3% | |
| American Funds 2060 Target Date-R6 N/R | Mutual Funds | — | — | $723K | 11.6% | |
| American Funds 2055 Target Date-R6 N/R | Mutual Funds | — | — | $708K | 11.4% | |
| American Funds 2035 Target Date-R6 N/R | Mutual Funds | — | — | $578K | 9.3% | |
| American Funds 2045 Target Date-R6 N/R | Mutual Funds | — | — | $562K | 9.0% | |
| Janus Henderson Balanced-N N/R | Mutual Funds | — | — | $539K | 8.7% | |
| American Funds 2030 Target Date-R6 N/R | Mutual Funds | — | — | $448K | 7.2% | |
| American Funds 2040 Target Date-R6 N/R | Mutual Funds | — | — | $323K | 5.2% | |
| Franklin Dynatech-R6 N/R | Mutual Funds | — | — | $294K | 4.7% | |
| Fidelity Global ex U.S. Index N/R | Mutual Funds | — | — | $226K | 3.6% | |
| Fidelity 500 Index N/R | Common Collective Trusts | — | — | $183K | 2.9% | |
| Putnam Large Cap Value-R6 N/R | Mutual Funds | — | — | $128K | 2.1% | |
| American Funds Small Cap World-R6 N/R | Mutual Funds | — | — | $90K | 1.4% | |
| American Funds 2025 Target Date-R6 N/R | Mutual Funds | — | — | $85K | 1.4% | |
| Group Annuity Contract With Insurance Company * Empower Fixed Account - Series Class I N/R | Common Stocks | — | — | $69K | 1.1% | |
| Fidelity Mid Cap Index N/R | Mutual Funds | — | — | $68K | 1.1% | |
| American Funds New World-R6 N/R | Mutual Funds | — | — | $65K | 1.1% | |
| Fidelity Small Cap Index N/R | Mutual Funds | — | — | $54K | 0.9% | |
| American Funds 2020 Target Date-R6 N/R | Mutual Funds | — | — | $42K | 0.7% | |
| American Century Mid Cap Value-R6 N/R | Other securities | — | — | $25K | 0.4% | |
| R6 American Funds New Perspective-R6 N/R | Mutual Funds | — | — | $24K | 0.4% | |
| American Funds Capital World Growth and Income- N/R | Mutual Funds | — | — | $23K | 0.4% | |
| PGIM US Real Estate-R6 N/R | Other securities | — | — | $21K | 0.3% | |
| American Funds The Bond of America-R6 N/R | Mutual Funds | — | — | $20K | 0.3% | |
| American Funds 2015 Target Date-R6 N/R | Mutual Funds | — | — | $19K | 0.3% | |
| American Funds Capital Income Builder-R6 N/R | Mutual Funds | — | — | $18K | 0.3% | |
| JP Morgan Small Cap Value-R6 N/R | Other securities | — | — | $16K | 0.3% | |
| AB Discovery Growth N/R | Mutual Funds | — | — | $14K | 0.2% | |
| Federated Hermes Total Return Bond R6 N/R | Other securities | — | — | $7K | 0.1% | |
| T. Rowe Price Inflation Protected Bond I N/R | Other securities | — | — | $7K | 0.1% | |
| Putnam Small Cap Growth R6 N/R | Mutual Funds | — | — | $4K | <0.1% | |
| BlackRock High Yield Bond Portfolio-K N/R | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| USI SECURITIES INC. | — | GLASTONBURY, CT | INVESTMENT ADVISOR | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| USI CONSULTING GROUP INC. | — | GLASTONBURY, CT | CONTRACT ADMIN | $4K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ENVESTNET RETIREMENT SOLUTIONS, LLC | — | DENVER, CO | OTHER | $1K | — |
