Heather Fischer signed Mactaw, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mactaw, Inc.'s EIN is 03-0289711.
Download the official 2024 Form 5500 (PDF) for Mactaw, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mactaw, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $2.9M | 38.0% | |
| HARTFORD STRAT INC FUND R6 771 REGISTERED INVESTMENT COMPANY MFS INTL DIVERSIFICATION R6 | Registered Investment Companies | — | — | $726K | 9.6% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $460K | 6.1% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $426K | 5.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $359K | 4.7% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $323K | 4.3% | |
| FIDELITY STK SEL SM CAP | Registered Investment Companies | — | — | $318K | 4.2% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $316K | 4.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $288K | 3.8% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $272K | 3.6% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $209K | 2.8% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $200K | 2.6% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $196K | 2.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $166K | 2.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $137K | 1.8% | |
| PARNASSUS MID CAP INVESTOR 782 REGISTERED INVESTMENT COMPANY FID ADV INTL REAL ESTATE | Registered Investment Companies | — | — | $128K | 1.7% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $111K | 1.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $27K | 0.4% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $13K | 0.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $11K | 0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $1K | <0.1% | |
| THORNBURG LIMITED TERM INC R6 766 REGISTERED INVESTMENT COMPANY FIDELITY ADV CAPITAL & INC I | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $17K |
| — |
