JOAN Cortelyou signed MI Windows and Doors, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
MI Windows and Doors, LLC's EIN is 95-1901059.
Download the official 2024 Form 5500 (PDF) for MI Windows and Doors, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)MI Windows and Doors, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | 84-0467907 | — | NONE | $327K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-1532243 | — | NONE | $61K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALLEY FORGE INVESTMENT CONSULTANTS |
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 | |||||
|---|---|---|---|---|---|---|
| THE VANGUARD TARGET RETIRE 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $39.9M | 13.1% | |
| THE VANGUARD TARGET RETIRE 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $38.4M | 12.7% | |
| THE VANGUARD TARGET RETIRE 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $29.0M | 9.5% | |
| Registered Investment Companies Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $22.1M | 7.3% | |
| THE VANGUARD TARGET RETIRE 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $21.4M | 7.1% | |
| THE VANGUARD TARGET RETIRE 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $20.4M | 6.7% | |
| THE VANGUARD TARGET RETIRE 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $16.9M | 5.6% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $14.6M | 4.8% | |
| THE VANGUARD TARGET RETIRE 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.8M | 4.2% | |
| THE VANGUARD TARGET RETIRE 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.0M | 3.3% | |
| Participant Loans 3.25% to 9.50% - | Bonds / Notes | — | — | $8.5M | 2.8% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $8.2M | 2.7% | |
| Vanguard Group Inc. Vanguard Balanced Index Fund - Admiral | Common Collective Trusts | — | — | $7.2M | 2.4% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $5.9M | 1.9% | |
| THE VANGUARD TARGET RETIRE 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.9% | |
| THE VANGUARD TARGET RETIRE 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $5.4M | 1.8% | |
| T. ROWE PRICE STABLE VALUE COMMON T T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $4.8M | 1.6% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $4.7M | 1.5% | |
| American Funds American Funds EuroPacific Gr R6 | Mutual Funds | — | — | $3.8M | 1.2% | |
| DFA US Large Cap Value Fund | Mutual Funds | — | — | $3.7M | 1.2% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $3.6M | 1.2% | |
| Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $3.0M | 1.0% | |
| Loomis Sayles Loomis Sayles Inv Grade Bond-N | Other securities | — | — | $2.8M | 0.9% | |
| Victory Funds Victory Sycamore Established Value R6 | Other securities | — | — | $2.2M | 0.7% | |
| Neuberger Berman Neuberger Berman Mid Cap Growth R6 | Other securities | — | — | $2.1M | 0.7% | |
| PIMCO Income Instl | Mutual Funds | — | — | $2.0M | 0.7% | |
| DFA US Targeted Value I | Mutual Funds | — | — | $2.0M | 0.6% | |
| ClearBridge Investments ClearBridge Small Cap Growth IS | Other securities | — | — | $1.3M | 0.4% | |
| THE VANGUARD TARGET RETIRE INCM TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $657K | 0.2% | |
| THE VANGUARD TARGET RETIRE 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $568K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUDUBON, PA |
| NONE |
| $125K |
| — |
