McMichael & Gray, P.C.'s EIN is 20-8054586.
Download the official 2024 Form 5500 (PDF) for McMichael & Gray, P.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)McMichael & Gray, P.C.'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 |
|---|---|---|---|---|---|
| STADION MONEY MANAGEMENT LLC | 45-1564286 | — | MANAGED ACCT PROVIDER | $16K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $7.3M | 91.4% | |
| STADION DOMESTIC EQUITY ETF FUND C AMERITAS · EIN 81-6274538 / PN 059 | Common Collective Trust | — | — | $1.9M | 24.1% | |
| STADION INTERNATIONAL EQUITY EIT FU AMERITAS · EIN 81-6274538 / PN 060 | Common Collective Trust | — | — | $960K | 12.1% | |
| STADION CYCLICAL TREND ETF FUND CL AMERITAS · EIN 81-6274538 / PN 062 | Common Collective Trust | — | — | $580K | 7.3% | |
| STADION DYNAMIC TREND ETF FUND CLA AMERITAS · EIN 81-6274538 / PN 061 | Common Collective Trust | — | — | $572K | 7.2% | |
| VANGUARD TARGET RETIREMENT 2025 IN AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $486K | 6.1% | |
| STADION CORE INCOME ETF FUND AMERITAS · EIN 81-6274538 / PN 063 | Common Collective Trust | — | — | $398K | 5.0% | |
| VANGUARD TARGET RETIREMENT 2055 IN AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $356K | 4.5% | |
| VANGUARD TARGET RETIREMENT 2045 IN AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $280K | 3.5% | |
| VANGUARD TARGET RETIREMENT 2035 IN AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $210K | 2.6% | |
| VANGUARD VALUE INDEX ADMIRAL SHARE AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $210K | 2.6% | |
| VANGUARD 500 INDEX ADMIRAL SHARES AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $193K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2030 IN AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $191K | 2.4% | |
| VANGUARD TARGET RETIREMENT 2050 IN AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $168K | 2.1% | |
| VANGUARD TARGET RETIREMENT 2040 IN AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $134K | 1.7% | |
| JP MORGAN U.S. EQUITY FUND CLASS R6 AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $125K | 1.6% | |
| VANGUARD TOTAL INTERNATIONAL STOCK AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $93K | 1.2% | |
| VANGUARD TARGET RETIREMENT 2060 IN AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $83K | 1.0% | |
| VANGUARD GROWTH INDEX ADMIRAL SHAR AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $59K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMIRAL S AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $54K | 0.7% | |
| DFA US SMALL CAP INSTITUTIONAL CLA AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $49K | 0.6% | |
| VANGUARD INFLATION-PROTECTED SECURI AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $48K | 0.6% | |
| VANGUARD SMALL CAP VALUE INDEX ADM AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $34K | 0.4% | |
| VANGUARD STRATEGIC EQUITY INVESTOR AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $28K | 0.3% | |
| PIMCO INCOME FUND ISTITUTIONAL CLAS AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $14K | 0.2% | |
| VANGUARD REAL ESTATE INDEX FUND ADM AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $10K | 0.1% | |
| FIDELITY VIP GOVERNMENT MONEY MARKE AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $4K | <0.1% | |
| CALVERT SHORT DURATION INCOME CLASS AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| VANGUARD TARGET RETIREMENT 2065 IN AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| STADION LONG DURATION FIXED INCOME AMERITAS · EIN 81-6274538 / PN 064 | Common Collective Trust | — | — | $587 | <0.1% | |
| FIDELITY TOTAL BOND FUND AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $513 | <0.1% | |
| MFS UTILITIES CLASS R3 AMERITAS · EIN 47-0098400 / PN 000 | Pooled Separate Account | — | — | $86 | <0.1% |
