Jamie Haines signed Monnig Global's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Monnig Global's EIN is 92-1391419.
Download the official 2024 Form 5500 (PDF) for Monnig Global from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Monnig Global'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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $54K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CENTRAL TRUST COMPANY | 43-0632950 | — | ADVISOR | $26K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index Income Fund | Mutual Funds | — | — | $2.8M | 21.0% | |
| Fidelity Freedom Index 2040 Fund | Mutual Funds | — | — | $1.6M | 11.7% | |
| Fidelity Freedom Index 2050 Fund | Mutual Funds | — | — | $1.6M | 11.7% | |
| Fidelity Freedom Index 2045 Fund | Mutual Funds | — | — | $1.2M | 9.1% | |
| Fidelity Freedom Index 2035 Fund | Mutual Funds | — | — | $856K | 6.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $640K | 4.7% | |
| Fidelity Freedom Index 2030 Fund | Mutual Funds | — | — | $632K | 4.7% | |
| Fidelity Freedom Index 2060 Fund | Mutual Funds | — | — | $607K | 4.5% | |
| Fidelity Freedom Index 2025 Fund | Mutual Funds | — | — | $525K | 3.9% | |
| Fidelity Freedom Index 2055 Fund | Mutual Funds | — | — | $497K | 3.7% | |
| Participant loans * Participant loans Interest rates of 7.75% to 8.50% | Bonds / Notes | — | — | $366K | 2.7% | |
| JP Morgan Large Cap Growth Fund | Other securities | — | — | $361K | 2.7% | |
| Fidelity Freedom Index 2065 Fund | Mutual Funds | — | — | $358K | 2.6% | |
| Fidelity Total International Index Fund | Common Collective Trusts | — | — | $262K | 1.9% | |
| JP Morgan Equity Income Fund | Other securities | — | — | $210K | 1.6% | |
| Baird Core Plus Bond Fund | Other securities | — | — | $179K | 1.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $165K | 1.2% | |
| GQG Emerging Markets Equity Fund | Other securities | — | — | $161K | 1.2% | |
| Invesco Gold & Special Minerals Fund | Mutual Funds | — | — | $119K | 0.9% | |
| Fidelity Inflation Protected Bond Index Fund | Common Collective Trusts | — | — | $88K | 0.6% | |
| Fidelity Freedom Index 2020 Fund | Mutual Funds | — | — | $71K | 0.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $66K | 0.5% | |
| Fidelity Short-Term Bond Index Fund 617 * Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $63K | 0.5% | |
| MFS Mid Cap Growth Fund | Mutual Funds | — | — | $31K | 0.2% | |
| Neuberger Berman Genesis Fund | Other securities | — | — | $25K | 0.2% | |
| Fidelity Freedom Index 2070 Fund | Mutual Funds | — | — | $10K | <0.1% | |
| Franklin Small Cap Value Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Registered investment companies Allspring Special Mid Cap Value Fund | 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.
