MG Kristian signed Mitchell International Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mitchell International Inc.'s EIN is 94-3355101.
Download the official 2024 Form 5500 (PDF) for Mitchell International Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mitchell International 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $248K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP LLC | — | IRVINE, CA | INVESTMENT ADVISOR | $383K | — |
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 | |||||
|---|---|---|---|---|---|---|
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $97.3M | 14.8% | |
| Guaranteed annuity contract * Empower Annuity Insurance Company of America Guaranteed Income Fund | Common Stocks | — | — | $90.7M | 13.8% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T. ROWE PRICE COLLECTIVE TRUSTS · EIN 80-0470272 / PN 004 | Common Collective Trust | — | — | $65.0M | 9.9% | |
| American Funds American Funds Europacific Growth Fund | Mutual Funds | — | — | $49.2M | 7.5% | |
| Fidelity Investments Fidelity International Index Fund | Common Collective Trusts | — | — | $48.6M | 7.4% | |
| Vanguard Equity Income Fund | Mutual Funds | — | — | $40.3M | 6.1% | |
| s (continued) PGIM Investments PGIM Total Return Bond Fund | Mutual Funds | — | — | $39.1M | 5.9% | |
| PRINCIPAL DIVERSIFIED REAL ASSET TI PRINCIPAL FINANCIAL · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $37.8M | 5.7% | |
| Fidelity Investments Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $27.0M | 4.1% | |
| Vanguard Mid Cap Growth Fund | Mutual Funds | — | — | $26.0M | 4.0% | |
| Principal Funds Principal Diversified Income Fund | Other securities | — | — | $25.8M | 3.9% | |
| Dimensional Fund Advisors DFA US Targeted Value Fund | Mutual Funds | — | — | $20.8M | 3.2% | |
| Victory Funds Victory Sycamore Established Value Fund | Other securities | — | — | $20.3M | 3.1% | |
| JANUS SMALL CAP GROWTH ALPHA CF CL GREAT GRAY · EIN 38-7264547 / PN 710 | Common Collective Trust | — | — | $17.1M | 2.6% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $12.0M | 1.8% | |
| Fidelity Investments Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $11.2M | 1.7% | |
| T. Rowe Price T. Rowe Price Dividend Growth Fund | Other securities | — | — | $8.1M | 1.2% | |
| American Funds American Funds Balance Fund | Mutual Funds | — | — | $7.6M | 1.2% | |
| DAY ONE INCOMEFLEX TARGET BALANCED EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 697 | Pooled Separate Account | — | — | $5.7M | 0.9% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JGD & ASSOCIATES LLP | — | SAN DIEGO, CA | AUDITOR | $18K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | — | IRVINE, CA | INVESTMENT MGMT | $7K | — |
