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Original filing (PDF)20251218133148NAL0005414753001
MACTAW, INC.
Form 5500
FILING_RECEIVED
PETE'S RV CENTER 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 1.1 mo38% in single holding
Active participants
240
Accounts w/ balance
289
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
96
Concentration risk
81
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- Filed 1.1 months past the 10.5-month grace window.
- Top holding "AMERICAN MUTUAL FUND -R6" is 38% of plan.
- 74 bps in Schedule C fees — modestly above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MACTAW, INC..
Plan sponsor
Name
MACTAW, INC.
EIN
03-0289711
Address
4016 WILLISTON RD · S BURLINGTON, VT · 05403
Phone
(802) 864-9350
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-12-18
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $39K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $17K | — |
Investments
23 direct securities· $7.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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