John E. Rich, Jr. signed McLane Middleton Professional Association's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McLane Middleton Professional Association's EIN is 02-0325043.
Download the official 2024 Form 5500 (PDF) for McLane Middleton Professional Association from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McLane Middleton Professional Association's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | NONE | $74K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SLC MANAGEMENT (U.S.) LLC | 68-0635051 | — | NONE | $145K | — |
| CBIZ BENEFITS AND INSURANCE SERVICE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| State Street Institutional Treasury Money Market Fund 1,571,695 Shares | Cash / Money Market | — | $1.6M | $1.6M | 3.1% | |
| US Treasury Bond 4.1250% 11/15/2027 1,200,000 Par Value | U.S. Treasuries | — | $1.2M | $1.2M | 2.4% | |
| US Treasury Strips 0.0000% 02/15/2044 2,275,000 Par Value | U.S. Treasuries | — | $1.0M | $866K | 1.7% | |
| Sdart 2022-4 C 5.0000% 11/15/2029 835,000 Par Value | Bonds / Notes | — | $830K | $841K | 1.7% | |
| Sdart 2023-5 C 6.4300% 02/18/2031 770,000 Par Value | Bonds / Notes | — | $799K | $801K | 1.6% | |
| US Treasury Strips 0.0000% 02/15/2045 2,095,000 Par Value | U.S. Treasuries | — | $879K | $760K | 1.5% | |
| Eart 2022-2A D 4.5600% 07/17/2028 700,000 Par Value | Bonds / Notes | — | $672K | $699K | 1.4% | |
| Sdart 2023-4 C 6.0400% 12/15/2031 680,000 Par Value | Bonds / Notes | — | $680K | $697K | 1.4% | |
| Eart 2023-5A C 6.8500% 01/16/2029 665,000 Par Value | Bonds / Notes | — | $685K | $685K | 1.4% | |
| US Treasury Strips 0.0000% 02/15/2046 1,920,000 Par Value | U.S. Treasuries | — | $736K | $662K | 1.3% | |
| Sdart 2022-2 C 3.7600% 07/16/2029 665,000 Par Value | Bonds / Notes | — | $645K | $659K | 1.3% | |
| Apple Inc 4.3750% 05/13/2045 710,000 Par Value | Bonds / Notes | — | $682K | $630K | 1.3% | |
| US Treasury Bond 4.2500% 08/15/2054 625,000 Par Value | U.S. Treasuries | — | $589K | $582K | 1.2% | |
| Bank Of America Corp 2.0870% 06/14/2029 635,000 Par Value | Bonds / Notes | — | $559K | $576K | 1.2% | |
| US Treasury Strips 0.0000% 02/15/2047 1,735,000 Par Value | U.S. Treasuries | — | $688K | $571K | 1.1% | |
| US Treasury Bond 4.1250% 08/15/2044 580,000 Par Value | U.S. Treasuries | — | $537K | $534K | 1.1% | |
| US Treasury Bond 4.2500% 11/15/2034 530,000 Par Value | U.S. Treasuries | — | $523K | $519K | 1.0% | |
| Energy Transfer Lp 6.4000% 12/01/2030 470,000 Par Value | Bonds / Notes | — | $503K | $499K | 1.0% | |
| US Treasury Strips 0.0000% 02/15/2048 1,575,000 Par Value | U.S. Treasuries | — | $575K | $494K | 1.0% | |
| Jpmdb 2017-C5 As 3.8575% 03/15/2050 545,000 Par Value | Bonds / Notes | — | $521K | $486K | 1.0% | |
| Jpmorgan Chase & Co 3.8820% 07/24/2038 560,000 Par Value | Bonds / Notes | — | $526K | $485K | 1.0% | |
| US Treasury Strips 0.0000% 08/15/2053 1,815,000 Par Value | U.S. Treasuries | — | $514K | $478K | 1.0% | |
| Comcast Corp 3.4000% 07/15/2046 660,000 Par Value | Bonds / Notes | — | $531K | $474K | 0.9% | |
| Florida Power & Light Co 4.0500% 10/01/2044 575,000 Par Value | Bonds / Notes | — | $517K | $473K | 0.9% | |
| Ameren Illinois Co 3.7000% 12/01/2047 625,000 Par Value | Bonds / Notes | — | $522K | $471K | 0.9% | |
| Wells Fargo & Company 4.3000% 07/22/2027 460,000 Par Value | Bonds / Notes | — | $456K | $463K | 0.9% | |
| Duke Energy Indiana Llc 3.7500% 05/15/2046 610,000 Par Value | Bonds / Notes | — | $474K | $458K | 0.9% | |
| Ares Capital Corp 7.0000% 01/15/2027 410,000 Par Value | Bonds / Notes | — | $414K | $438K | 0.9% | |
| Microsoft Corp 2.9210% 03/17/2052 650,000 Par Value | Bonds / Notes | — | $457K | $436K | 0.9% | |
| Unitedhealth Group Inc 4.6250% 07/15/2035 440,000 Par Value | Bonds / Notes | — | $458K | $425K | 0.8% | |
| Burlingtn North Santa Fe 5.1500% 09/01/2043 435,000 Par Value | Bonds / Notes | — | $483K | $422K | 0.8% | |
| Bmo 2023-C7 A5 6.1600% 12/15/2056 390,000 Par Value | Bonds / Notes | — | $402K | $413K | 0.8% | |
| Dte Electric Co 2.9500% 03/01/2050 625,000 Par Value | Bonds / Notes | — | $438K | $412K | 0.8% | |
| US Treasury Strips 0.0000% 02/15/2043 1,015,000 Par Value | U.S. Treasuries | — | $396K | $405K | 0.8% | |
| Cisco Systems Inc 5.5000% 01/15/2040 390,000 Par Value | Bonds / Notes | — | $456K | $403K | 0.8% | |
| General Dynamics Corp 4.2500% 04/01/2040 455,000 Par Value | Bonds / Notes | — | $452K | $402K | 0.8% | |
| Equinor Asa 3.9500% 05/15/2043 485,000 Par Value | Bonds / Notes | — | $422K | $401K | 0.8% | |
| Amazon.Com Inc 2.5000% 06/03/2050 665,000 Par Value | Bonds / Notes | — | $462K | $398K | 0.8% | |
| Goldman Sachs Group Inc 1.9920% 01/27/2032 470,000 Par Value | Bonds / Notes | — | $378K | $392K | 0.8% | |
| Manulife Financial Corp 4.0610% 02/24/2032 395,000 Par Value | Bonds / Notes | — | $379K | $391K | 0.8% | |
| Anheuser-Busch Inbev Wor 5.4500% 01/23/2039 380,000 Par Value | Bonds / Notes | — | $377K | $390K | 0.8% | |
| US Treasury Strips 0.0000% 05/15/2053 1,465,000 Par Value | U.S. Treasuries | — | $432K | $387K | 0.8% | |
| General Motors Finl Co 4.3000% 04/06/2029 385,000 Par Value | Bonds / Notes | — | $358K | $375K | 0.7% | |
| National Rural Util Coop 5.8000% 01/15/2033 345,000 Par Value | Bonds / Notes | — | $368K | $366K | 0.7% | |
| Sdart 2022-3 C 4.4900% 08/15/2029 360,000 Par Value | Bonds / Notes | — | $360K | $360K | 0.7% | |
| Citigroup Inc 2.6660% 01/29/2031 400,000 Par Value | Bonds / Notes | — | $358K | $358K | 0.7% | |
| Natwest Group Plc 1.6420% 06/14/2027 370,000 Par Value | Bonds / Notes | — | $333K | $353K | 0.7% | |
| Hca Inc 5.2000% 06/01/2028 345,000 Par Value | Bonds / Notes | — | $351K | $347K | 0.7% | |
| Bank Of Nova Scotia 2.4500% 02/02/2032 410,000 Par Value | Bonds / Notes | — | $355K | $347K | 0.7% | |
| Omnicom Group Inc 2.6000% 08/01/2031 400,000 Par Value | Bonds / Notes | — | $343K | $346K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 31-1582098 |
| — |
| NONE |
| $113K |
| — |
