How big is McGard LLC's plan?

McGard LLC's plan reported $58.9M in assets and 638 participants for 2024.

Original filing (PDF)20251003114245NAL0000783443001

McGard LLC

Name: McGard LLC — L . D. McCauley/McGard Retirement Plan, Form 5500 (2024)
Creator: McGard LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

L . D. McCauley/McGard Retirement Plan

401(k) retirement plan · McGard LLC's L . D. McCauley/McGard Retirement Plan held $58.9M in plan assets for 638 participants in 2024, with Merrill (Bank of America) as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

638

Accounts w/ balance

675

Plan assets (EOY)

$58.9M

Net assets (EOY)

$58.9M

People on this filing

LISA Faturos signed McGard LLC's 2024 Form 5500 as plan administrator.

LISA Faturos — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McGard LLC's EIN is 20-2374195.

EIN 20-2374195

Plan number 001

Plan year 2024

ACK ID 20251003114245NAL0000783443001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McGard LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McGard LLC's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MCGARD LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (22nd percentile).

Plan sponsor

Name

MCGARD LLC

EIN

all filings

Address

3875 CALIFORNIA RD · ORCHARD PARK, NY · 141272239

Phone

(716) 662-8980

Industry

Wholesale Trade

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

2025-10-03

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

WIPFLI LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH, PIERCE, FENNER AND S	13-5674085	—	RECORDKEEPER	$45K	—

Investments

36 direct securities · 1 pooled fund· $64.0M(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.

Common Collective Trusts

$27.3M

10 holdings

Mutual Funds

$15.0M

10 holdings

Other securities

$11.1M

15 holdings

Common Collective Trust

$5.9M

1 holding

Stable Value

$4.7M

1 holding

					% of plan
ISHARES S&P 500 INDEX FD CL K MUTUAL FUNDS	Common Collective Trusts	—	$8.1M	$14.4M	24.4%
INVESCO STABLE VALUE RETIREMENT FUN INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001	Common Collective Trust	—	—	$5.9M	10.0%
INVESCO STABLE VALUE RET CL 1 COMMON / COLLECTIVE TRUSTS	Stable Value	—	$4.7M	$4.7M	8.1%
ISHARES MSCI EAFE INTRNL IDX K MUTUAL FUNDS	Common Collective Trusts	—	$3.3M	$3.4M	5.8%
AMERICAN FUNDS 2050 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$2.6M	$3.1M	5.3%
AMERICAN FUNDS 2030 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$2.7M	$3.0M	5.0%
VANGUARD SELECTED VALUE FD MUTUAL FUNDS	Mutual Funds	—	$3.0M	$2.9M	4.9%
AMERICAN FUNDS 2040 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$2.4M	$2.8M	4.8%
ISHARES RUSSELL MID-CAP IDX K MUTUAL FUNDS	Common Collective Trusts	—	$2.1M	$2.6M	4.5%
ISHARES RUSSELL 2000 SML-CP K MUTUAL FUNDS	Common Collective Trusts	—	$2.3M	$2.6M	4.4%
BLACKROCK TOTAL RETRN PORTFOLI MUTUAL FUNDS	Other securities	—	$2.6M	$2.3M	3.9%
AMERICAN WASHINGTON MUTUAL FUNDS	Other securities	—	$1.7M	$2.1M	3.6%
VANGUARD TRGT INCOME RETRMNT MUTUAL FUNDS	Mutual Funds	—	$1.6M	$1.5M	2.5%
PROGRAM INVESCO STABLE VAL RET CL 1 GM COMMON / COLLECTIVE TRUSTS	Common Collective Trusts	—	$1.1M	$1.1M	1.9%
VANGUARD TOTAL BD MRK IDX ADM MUTUAL FUNDS	Common Collective Trusts	—	$1.2M	$1.1M	1.9%
BLACKROCK TOTAL RETRN I GM MUTUAL FUNDS	Other securities	—	$1.2M	$1.1M	1.9%
AMERICAN AMCAP FUND CL R6 MUTUAL FUNDS	Other securities	—	$843K	$1.0M	1.8%
ISHARES S&P 500 INDEX CL K GM MUTUAL FUNDS	Common Collective Trusts	—	$656K	$880K	1.5%
T ROWE PRICE INTEGR US SM CP I MUTUAL FUNDS	Mutual Funds	—	$811K	$854K	1.5%
AMERICAN NEW PERSPECTIVE MUTUAL FUNDS	Other securities	—	$695K	$841K	1.4%
BLACKROCK MID-CAP GRTH EQ FD K MUTUAL FUNDS	Other securities	—	$767K	$764K	1.3%
LOAN FUND LOANS	Other securities	—	$753K	$753K	1.3%
VANGUARD INFLATION PROTECTED MUTUAL FUNDS	Mutual Funds	—	$767K	$687K	1.2%
AMERICAN FUNDAMENTAL MUTUAL FUNDS	Other securities	—	$547K	$606K	1.0%
ISHARES RUSSELL MID-CAP IDX GM MUTUAL FUNDS	Common Collective Trusts	—	$540K	$601K	1.0%
AMERICAN WASHINGTON GM MUTUAL FUNDS	Other securities	—	$505K	$556K	0.9%
AMERICAN AMCAP FUND CL R6 GM MUTUAL FUNDS	Other securities	—	$485K	$550K	0.9%
ISHARES MSCI EAFE INTL IDX GM MUTUAL FUNDS	Common Collective Trusts	—	$343K	$356K	0.6%
VANGUARD SELECTED VALUE FD GM MUTUAL FUNDS	Mutual Funds	—	$262K	$252K	0.4%
ISHARES RUSSELL 2000 SML-CP GM MUTUAL FUNDS	Common Collective Trusts	—	$233K	$250K	0.4%
AMERICAN BALANCED FUND CL R6 MUTUAL FUNDS	Other securities	—	$231K	$236K	0.4%
AMERICAN CENTURY SML CP VAL R6 MUTUAL FUNDS	Other securities	—	$90K	$101K	0.2%
AMERICAN CENTURY SML CP R6 GM MUTUAL FUNDS	Other securities	—	$70K	$70K	0.1%
AMERICAN NEW WORLD FUND MUTUAL FUNDS	Other securities	—	$37K	$37K	<0.1%
MFS MASS INVESTORS GRW STCK R6 MUTUAL FUNDS	Mutual Funds	—	$10K	$10K	<0.1%
ACCRUED INCOME ACCRUED INCOME 126 MERRILL LYNCH BANK DEPOSIT CERT OF DEPOSIT / BANK DEPOSIT	Other securities	—	$5K	$5K	<0.1%
AMERICAN FUNDS 2060 TARGET R6 MUTUAL FUNDS	Mutual Funds	—	$5K	$5K	<0.1%