Back to filter
Original filing (PDF)20251015071633NAL0008113442002
THE MCGUIRE GROUP
Form 5500
FILING_RECEIVED
THE MCGUIRE GROUP 401(K) PLAN
401(k) retirement plan
Active participants
3,257
Accounts w/ balance
1,517
Plan assets (EOY)
$58.3M
Net assets (EOY)
$58.3M
How this plan invests
This plan
4 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
100
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 25 bps in Schedule C fees — 58% above peer band of 16 bps.
- Only 47% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MCGUIRE GROUP.
Plan sponsor
Name
THE MCGUIRE GROUP
EIN
16-1294882
Address
455 CAYUGA ROAD · SUITE 200 · BUFFALO, NY · 14225
Phone
(716) 826-2010
Industry
Health Care & Social Assistancesee 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
2025-10-15
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2X · Other multiple-employer DC plan
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FREED MAXICK P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $112K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LAWLEY RETIREMENT ADVISORS, LLC | 27-4034238 | — | CONSULTANT | $35K | — |
Broker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | SECURITIES BROKER | $0 | — |
Investments
27 direct securities · 4 pooled funds· $58.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$41.3M
27 holdings
Common Collective Trust
$17.1M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| LG CAP GR FUND II FEE CLASS R1 WILMINGTON TRUST · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $9.1M | 15.6% | |
| Vanguard 500 Index Admiral | — | — | — | $7.3M | 12.4% | |
| Vanguard Target Retirement 2030 Inv | — | — | — | $5.3M | 9.1% | |
| Vanguard Target Retirement 2035 Inv | — | — | — | $5.1M | 8.8% | |
| TRANSAMERICA RET SOLUTIONS CT TRANSAMERICA RET SOLUTIONS CORP · EIN 04-6784256 / PN 001 | Common Collective Trust | — | — | $4.5M | 7.6% | |
| Vanguard Target Retirement 2040 Inv | — | — | — | $3.4M | 5.8% | |
| Vanguard Target Retirement 2045 Inv | — | — | — | $3.4M | 5.8% | |
| Vanguard Target Retirement 2025 Inv | — | — | — | $3.0M | 5.2% | |
| Vanguard Target Retirement 2050 Inv | — | — | — | $2.6M | 4.5% | |
| Vanguard Target Retirement 2055 Inv | — | — | — | $2.4M | 4.1% | |
| WT EUROPACIFIC GR TRUST R1 WILMINGTON TRUST · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $1.9M | 3.3% | |
| MID CAP GR FUND FEE CLASS R1 WILMINGTON TRUST · EIN 38-4126247 / PN 549 | Common Collective Trust | — | — | $1.6M | 2.7% | |
| Vanguard Target Retirement 2020 Inv | — | — | — | $1.3M | 2.2% | |
| Fidelity Total Bond K6 | — | — | — | $1.2M | 2.0% | |
| Vanguard Mid Cap Index Adm | — | — | — | $810K | 1.4% | |
| Vanguard Target Retirement 2060 Inv | — | — | — | $794K | 1.4% | |
| Virtus Duff & Phelps Virtus Ceredex Mid Cap Value Equity I | — | — | — | $753K | 1.3% | |
| American Funds American Century Small Cap Value R6 | — | — | — | $685K | 1.2% | |
| Vanguard Small Cap Index Adm | — | — | — | $622K | 1.1% | |
| Vanguard Windsor Adm | — | — | — | $589K | 1.0% | |
| Vanguard Target Retirement Income Inv | — | — | — | $523K | 0.9% | |
| PIMCO Real Return Instl | — | — | — | $423K | 0.7% | |
| JP Morgan JPMorgan Small Cap Growth R6 | — | — | — | $206K | 0.4% | |
| Vanguard Interm-Term Bond Adm | — | — | — | $161K | 0.3% | |
| State Street Bank & Trust Co. State Street Instl US Govt Money Market Premier | — | — | — | $150K | 0.3% | |
| Virtus Duff & Phelps Virtus Duff & Phelps Global Real Estate Sec R6 | — | — | — | $145K | 0.2% | |
| The McGuire Group 401(k) Plan Notes receivable from participants (interest rates from 4.25% to 9.50%) | — | — | — | $126K | 0.2% | |
| Vanguard Target Retirement 2065 Inv | — | — | — | $111K | 0.2% | |
| Transamerica Financial Life Insurance Company TFLIC Guaranteed Investment Option | — | — | — | $108K | 0.2% | |
| Blackrock iShares MSCI EAFE International Index K | — | — | — | $37K | <0.1% | |
| American Funds American Funds New World R6 | — | — | — | $24K | <0.1% |
Related plans
Other plans using TRANSAMERICA RETIREMENT SOLUTIONS
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH 403(B) PLAN
$10.9B · 49,356 participants
THE MOUNT SINAI MEDICAL CENTER
THE MOUNT SINAI MEDICAL CENTER 403(B) RETIREMENT PLAN
$9.5B · 46,304 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
$3.7B
WAKE FOREST UNIVERSITY BAPTIST MEDICAL CENTER
WAKE FOREST BAPTIST MEDICAL CENTER 403(B) RETIREMENT SAVINGS PLAN
$3.6B · 21,020 participants
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC
THE SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC DEFINED CONTRIBUTION PLAN
$2.8B · 9,871 participants
Similar-size Health Care & Social Assistance plans
MATHER
401(K) RETIREMENT PLAN FOR EMPLOYEES OF MATHER
$58.5M · 651 participants
LOS ANGELES JEWISH HOME FOR THE AGING
LA JEWISH HOME FOR THE AGING RETIREMENT PLAN
$58.0M · 1,115 participants
VNA CARE NETWORK, INC.
401(K) PROFIT SHARING PLAN OF VNA CARE NETWORK, INC.
$59.0M · 726 participants
NATIONAL CHURCH RESIDENCES,INC.
NATIONAL CHURCH RESIDENCES 3-4-5 401(A) RETIREMENT PLAN
$59.9M · 2,496 participants
HOSPICE AND PALLIATIVE CARE BUFFALO, INC.
HOSPICE RETIREMENT PLAN
$56.5M · 454 participants
DC 37 LOCAL 389 HOME CARE EMPLOYEES PENSION FUND
DC 37 LOCAL 389 HOME CARE EMPLOYEES PENSION FUND
$56.1M · 965 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B