R Scott Lessing signed Ewing-Foley, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Ewing-Foley, Inc.'s EIN is 94-1535556.
Download the official 2023 Form 5500 (PDF) for Ewing-Foley, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Ewing-Foley, Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $42K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP CONSULTING | — | BOSTON, MA | CONSULTANT | $12K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Fidelity 0 | Common Collective Trusts | — | — | $4.0M | 23.2% | |
| Baird Core Plus Bond Inv Baird 0 | Other securities | — | — | $1.9M | 11.2% | |
| MFS Value A MFS 0 | Mutual Funds | — | — | $1.9M | 10.9% | |
| Invesco Global Y Invesco 0 | Mutual Funds | — | — | $1.8M | 10.2% | |
| Harbor Capital Appreciation Admin Harbor 0 | Other securities | — | — | $1.7M | 9.7% | |
| American Funds EuroPacific Gr R4 American Funds 0 | Mutual Funds | — | — | $1.6M | 9.2% | |
| Dodge & Cox Balanced Fund I Dodge & Cox 0 | Mutual Funds | — | — | $1.2M | 6.8% | |
| JPMorgan Mid Cap Value I JPMorgan 0 | Other securities | — | — | $1.0M | 5.9% | |
| MORLEY STABLE VALUE FUND FEE CLASS MORLEY FINANCIAL SERVICES, INC. · EIN 93-6274329 / PN 125 | Common Collective Trust | — | — | $827K | 4.8% | |
| Artisan Mid Cap Investment Inv Artisan 0 | Other securities | — | — | $725K | 4.2% | |
| American Century Infl-Adj Bond R6 American Century 0 | Other securities | — | — | $591K | 3.4% | |
| Various Rates and Maturities Participant's Loan Account 0 | Participant loans | — | — | $112K | 0.6% | |
| Synthetic Cash Account Synthetic 0 | Cash / Money Market | — | — | $7K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
