Morgan Cavanaugh signed Morgan Thomas Cavanaugh VMD in's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Morgan Thomas Cavanaugh VMD in's EIN is 95-3563974.
Download the official 2023 Form 5500 (PDF) for Morgan Thomas Cavanaugh VMD in from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Morgan Thomas Cavanaugh VMD in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PAYCHEX, INC. | 16-1124166 | ROCHESTER, NY | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS | — | ST. LOUIS, MO | ADVISOR | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares Funds iShares S&P 500 Index Fund Investor A Shares | Common Collective Trusts | — | — | $960K | 21.8% | |
| Money Market Fund U.S. Treasury Federated Hermes Govt Obl Svc | Cash / Money Market | — | — | $557K | 12.7% | |
| iShares Funds iShares MSCI EAFE International Index Fund | Common Collective Trusts | — | — | $385K | 8.8% | |
| Massachusetts Financial Services MFS Massachusetts Investors Growth Stock | Mutual Funds | — | — | $369K | 8.4% | |
| American Funds American Funds American Mutual Fund Class R-4 | Mutual Funds | — | — | $342K | 7.8% | |
| Baird Aggregate Bond Fund Class Investor | Other securities | — | — | $235K | 5.3% | |
| BlackRock LifePath Index Retire Inv A | Other securities | — | — | $194K | 4.4% | |
| Victory Capital Management Victory Integrity Mid-Cap Value Fund Class A | Other securities | — | — | $174K | 4.0% | |
| BlackRock LifePath Index 2050 Inv A | Other securities | — | — | $168K | 3.8% | |
| Virtus Investment Partners Virtus Seix High Yield Fund Class A | Other securities | — | — | $147K | 3.4% | |
| BlackRock LifePath Index 2040 Inv A | Other securities | — | — | $120K | 2.7% | |
| Calvert International Opportunities Fund Class A | Other securities | — | — | $93K | 2.1% | |
| American Funds American Funds Mortgage Fund Class R-4 | Mutual Funds | — | — | $68K | 1.5% | |
| Columbia Threadneedle Investments Columbia Mid Cap Index Fund Class A | Common Collective Trusts | — | — | $57K | 1.3% | |
| Participant loans Notes receivable, various maturities, interest rates ranging from 4.5% to 10.50%, secured by vested account balances | Bonds / Notes | — | — | $54K | 1.2% | |
| Calvert Emerging Markets Equity Fund Class A | Other securities | — | — | $49K | 1.1% | |
| PGIM Jennison Small Company Fund- Class R2 | Common Stocks | — | — | $34K | 0.8% | |
| AllianceBernstein AB Small Cap Growth Portfolio Class K ** 40 American Century American Century Short Duration Inflation Protection Bond Fund A Class | Mutual Funds | — | — | $26K | 0.6% | |
| Massachusetts Financial Services MFS International Growth Fund Class R3 | Mutual Funds | — | — | $23K | 0.5% | |
| American Funds American Funds 2050 Target Date Retirement | Mutual Funds | — | — | $22K | 0.5% | |
| Franklin Templeton Franklin Small Cap Value Fund Class A | Mutual Funds | — | — | $17K | 0.4% | |
| BlackRock LifePath Index 2055 Inv A | Other securities | — | — | $14K | 0.3% | |
| T. Rowe Price T. Rowe Price U.S. Equity Research Fund Advisor Class | Other securities | — | — | $12K | 0.3% | |
| American Funds American Funds 2030 Target Date Retirement ** 460 American Funds American Funds 2040 Target Date Retirement | Mutual Funds | — | — | $6K | 0.1% | |
| American Funds American Funds 2055 Target Date Retirement | Mutual Funds | — | — | $6K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
