Michael Monroe signed Mountain West 401(k) LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mountain West 401(k) LLC's EIN is 92-0288008.
Download the official 2024 Form 5500 (PDF) for Mountain West 401(k) LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mountain West 401(k) 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 |
|---|---|---|---|---|---|
| NWPS | 91-2090931 | — | NONE | $7K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Fund Mutual Fund | Mutual Funds | — | — | $4.0M | 11.5% | |
| S&P 500 INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 388 | Common Collective Trust | — | — | $3.7M | 10.7% | |
| Cash equivalents * Schwab Ret Govt Money Fund Cash Equivalent Fund | Mutual Funds | — | — | $2.9M | 8.3% | |
| Vanguard Target Retirement 2050 Fund Mutual Fund | Mutual Funds | — | — | $2.4M | 7.0% | |
| Vanguard Balanced Index Admiral Mutual Fund | Mutual Funds | — | — | $1.8M | 5.2% | |
| Vanguard Target Retirement 2030 Fund Mutual Fund | Mutual Funds | — | — | $1.7M | 5.0% | |
| Vanguard Target Retirement 2035 Fund Mutual Fund | Mutual Funds | — | — | $1.7M | 4.9% | |
| Vanguard Target Retirement 2040 Fund Mutual Fund | Mutual Funds | — | — | $1.6M | 4.5% | |
| RUSSELL LARGE CAP GROWTH INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 228 | Common Collective Trust | — | — | $1.5M | 4.2% | |
| State Street S&P Midcap Index Common/collective trusts | Common Collective Trusts | — | — | $1.2M | 3.5% | |
| S&P MID CAP INDEX FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 459 | Common Collective Trust | — | — | $1.2M | 3.5% | |
| Vanguard Target Retirement 2060 Fund Mutual Fund | Mutual Funds | — | — | $1.1M | 3.0% | |
| Vanguard Target Retirement 2055 Fund Mutual Fund | Mutual Funds | — | — | $1.0M | 3.0% | |
| Vanguard Target Retirement 2045 Fund Mutual Fund | Mutual Funds | — | — | $932K | 2.7% | |
| US BOND INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $925K | 2.7% | |
| Federated Capital Preservation Fund Common/collective trusts | Common Collective Trusts | — | — | $869K | 2.5% | |
| Fidelity Total Market Index Fund Mutual Fund | Common Collective Trusts | — | — | $830K | 2.4% | |
| Vanguard Target Retirement Income Fund Mutual Fund | Mutual Funds | — | — | $789K | 2.3% | |
| TCW MetWest Total Return Bond Fund Class I Mutual Fund | Other securities | — | — | $745K | 2.1% | |
| Putnam Large Cap Value Fund Class R6 Mutual Fund | Mutual Funds | — | — | $730K | 2.1% | |
| RUSSELL SMALL CAP INDEX STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 32-6528132 / PN 040 | Common Collective Trust | — | — | $664K | 1.9% | |
| Registered investment companies American Funds New Perspective R6 Mutual Fund | Mutual Funds | — | — | $529K | 1.5% | |
| Vanguard International Growth Fund Mutual Fund | Mutual Funds | — | — | $490K | 1.4% | |
| Vanguard Target Retirement 2065 Fund Mutual Fund | Mutual Funds | — | — | $467K | 1.3% | |
| DFA International Value Portfolio Institutional Class Mutual Fund | Mutual Funds | — | — | $449K | 1.3% | |
| Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $374K | 1.1% | |
| Victory Sycamore Established Value Fund Class I Mutual Fund | Other securities | — | — | $308K | 0.9% | |
| BlackRock US TIPs Index Fund Common/collective trusts | Common Collective Trusts | — | — | $280K | 0.8% | |
| Vanguard Emerging Markets Stock Index Fund Mutual Fund | Common Collective Trusts | — | — | $225K | 0.6% | |
| Participant loans Interest rates of 4.25% to 9.50% - | Bonds / Notes | — | — | $214K | 0.6% | |
| Vanguard Target Retirement 2020 Fund Mutual Fund | Mutual Funds | — | — | $210K | 0.6% | |
| Vanguard Small-Cap Growth Index Fund Mutual Fund | Common Collective Trusts | — | — | $165K | 0.5% | |
| Fidelity International Index Fund Mutual Fund | Common Collective Trusts | — | — | $157K | 0.4% | |
| Vanguard Small Cap Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $88K | 0.3% | |
| Calvert US Large Cap Core Responsible Index Fund Mutual Fund | Common Collective Trusts | — | — | $59K | 0.2% | |
| REAL ASSET FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $38K | 0.1% | |
| BLACKROCK US TIPS INDEX FUND GREAT GRAY TRUST COMPANY · EIN 38-4116835 / PN 510 | Common Collective Trust | — | — | $29K | <0.1% | |
| Invesco Oppenheimer Discovery Mid Cap Growth Fund Mutual Fund | Mutual Funds | — | — | $23K | <0.1% | |
| BLACKROCK 1-3 YEAR GOVT BOND INDEX GREAT GRAY TRUST COMPANY · EIN 20-3802368 / PN 009 | Common Collective Trust | — | — | $8K | <0.1% | |
| FEDERATED HERMES CAPITAL PRESERVATI FEDERATED · EIN 22-2712853 / 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.
