DAVE Evans signed MODA Partners, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MODA Partners, Inc.'s EIN is 93-1083363.
Download the official 2024 Form 5500 (PDF) for MODA Partners, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MODA Partners, Inc.'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 |
|---|---|---|---|---|---|
| THE RETIREMENT PLAN COMPANY | 38-3712991 | — | NONE | $204K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $62K | — |
| R.V. KUHNS & ASSOCIATES | 93-0910652 | — | NONE | $41K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | Common Collective Trusts | — | — | $34.1M | 16.3% | |
| American Funds EuroPacific Growth Fund R6 | Mutual Funds | — | — | $19.0M | 9.1% | |
| Vanguard Total International Stock Index Fund Institutional Shares | Common Collective Trusts | — | — | $18.9M | 9.0% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $16.6M | 8.0% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $16.3M | 7.8% | |
| Vanguard Total Bond Market Index Fund Institutional Shares | Common Collective Trusts | — | — | $15.8M | 7.6% | |
| Vanguard Extended Market Index Fund Admiral Shares | Common Collective Trusts | — | — | $15.0M | 7.2% | |
| JP Morgan Large Cap Growth Fund R6 | Other securities | — | — | $14.8M | 7.1% | |
| BlackRock Global Allocation Fund Institutional Shares | Other securities | — | — | $14.5M | 6.9% | |
| Artisan Funds Mid‐Cap Investor Fund | Other securities | — | — | $9.6M | 4.6% | |
| Charles Schwab US Small Company Index Fund | Common Collective Trusts | — | — | $9.0M | 4.3% | |
| Galliard Stable Return Fund Class C | Other securities | — | — | $7.4M | 3.5% | |
| WELLS FARGO STABLE VALUE FUND C WELLS FARGO BANK NA · EIN 52-2252209 / PN 001 | Common Collective Trust | — | — | $7.4M | 3.5% | |
| T. Rowe Price Institutional High Yield Fund | Other securities | — | — | $6.9M | 3.3% | |
| Participants Participant loans (interest rates ranging from 3.25% to 8.50% maturing through 2034) ‐ | Bonds / Notes | — | — | $3.0M | 1.5% | |
| Russell Global Real Estate Securities S Fund | Other securities | — | — | $1.1M | 0.5% | |
| Charles Schwab Government Money Fund | Mutual Funds | — | — | $36K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
