Edward J Penta signed McKinnon Bros Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
McKinnon Bros Inc.'s EIN is 04-2038342.
Download the official 2024 Form 5500 (PDF) for McKinnon Bros Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McKinnon Bros Inc.'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 |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS LLC | 36-4500709 | CHICAGO, IL | — | $44K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NO AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | PLYMOUTH, IN | — | $9K | — |
| CHARLES SCHWAB TRUST BANK |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.2M | 95.5% | |
| [Assets held in interest-bearing cash] | Other | — | — | $297K | 3.1% | |
| [Assets held in participant loans] | Other | — | — | $140K | 1.4% |
| 82-3967259 |
| AUSTIN, TX |
| — |
| — |
| — |
| CHARLES SCHWAB TRUST BANK | 94-1737782 | AUSTIN, TX | — | — | — |
